Institutional Ownership Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS). We have compiled data on the 2,086 institutions that hold shares in the stock, with a total of 1.03 Billion shares, which have been reported (via 13F filing form) to have a value of $62.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
3,493
shares
|
$212,479
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,492
shares
|
$212,418
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
3,491
shares
|
$212,357
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
3,480
shares
|
$211,688
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
3,473
shares
|
$211,262
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
3,461
shares
|
$210,532
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
3,454
shares
|
$210,106
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
3,451
shares
|
$209,924
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Abc Arbitrage Sa
Paris, I0 |
May 09, 2025 Q1 2025 |
3,447
shares
|
$209,681
0.04% of portfolio
|
Q1 2025
Reduced 87.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,435
shares
|
$208,951
0.02% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
3,431
shares
|
$208,707
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,429
shares
|
$208,586
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
3,422
shares
|
$208,160
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
3,418
shares
|
$207,916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
3,414
shares
|
$207,673
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
3,404
shares
|
$207,065
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
3,400
shares
|
$206,822
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
3,391
shares
|
$206,274
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
3,385
shares
|
$205,909
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
3,383
shares
|
$205,787
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
3,357
shares
|
$204,206
0.11% of portfolio
|
Q1 2023
Added 38.72%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,356
shares
|
$204,145
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
3,355
shares
|
$204,084
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,338
shares
|
$203,050
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
3,337
shares
|
$202,989
0.23% of portfolio
|
Q1 2025
New holding
|