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 |
|---|---|---|---|---|---|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
3,332
shares
|
$202,685
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
3,325
shares
|
$202,259
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,321
shares
|
$202,016
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
3,319
shares
|
$201,894
0.03% of portfolio
|
Q1 2025
Reduced 60.72%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
3,311
shares
|
$201,408
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
3,281
shares
|
$199,583
0.05% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
3,276
shares
|
$199,279
0.04% of portfolio
|
Q1 2025
Reduced 30.1%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
3,262
shares
|
$198,427
0.03% of portfolio
|
Q3 2022
Added 10.43%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
3,256
shares
|
$198,062
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
3,235
shares
|
$196,785
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
3,231
shares
|
$196,541
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
3,231
shares
|
$196,541
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
3,228
shares
|
$196,359
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
3,218
shares
|
$195,750
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
3,215
shares
|
$195,568
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
3,206
shares
|
$195,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
3,205
shares
|
$194,960
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
3,201
shares
|
$194,716
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,198
shares
|
$194,534
0.12% of portfolio
|
Q1 2025
Added 18.97%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
3,194
shares
|
$194,291
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
3,193
shares
|
$194,230
0.01% of portfolio
|
Q1 2025
Reduced 37.59%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
3,187
shares
|
$193,865
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
3,184
shares
|
$193,682
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
3,178
shares
|
$193,317
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
3,177
shares
|
$193,256
0.01% of portfolio
|
Q1 2025
New holding
|