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 |
|---|---|---|---|---|---|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
3,170
shares
|
$192,831
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
3,169
shares
|
$192,770
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
3,166
shares
|
$192,587
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
3,161
shares
|
$192,283
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
3,153
shares
|
$191,796
0.01% of portfolio
|
Q1 2025
Reduced 88.07%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
3,151
shares
|
$191,675
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
3,150
shares
|
$191,614
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
3,147
shares
|
$191,432
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
3,145
shares
|
$191,310
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
3,136
shares
|
$190,762
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,123
shares
|
$189,972
0.02% of portfolio
|
Q1 2025
Reduced 32.08%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
3,123
shares
|
$189,972
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
3,120
shares
|
$189,789
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
3,106
shares
|
$188,937
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,100
shares
|
$188,573
0.22% of portfolio
|
Q2 2022
Reduced 20.7%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
3,100
shares
|
$188,573
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,099
shares
|
$188,512
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
3,095
shares
|
$188,268
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,086
shares
|
$187,721
0.05% of portfolio
|
Q3 2022
Added 14.68%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
3,085
shares
|
$187,660
0.17% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
3,079
shares
|
$187,295
0.04% of portfolio
|
Q2 2022
Added 3.15%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
3,074
shares
|
$186,991
0.1% of portfolio
|
Q1 2025
Reduced 26.97%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,070
shares
|
$186,748
0.23% of portfolio
|
Q2 2022
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,058
shares
|
$186,018
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
3,050
shares
|
$185,531
0.08% of portfolio
|
Q1 2025
New holding
|