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 2,090 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 $68.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
3,045
shares
|
$202,979
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
3,039
shares
|
$202,579
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,035
shares
|
$202,313
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
3,033
shares
|
$202,179
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
3,026
shares
|
$201,713
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,019
shares
|
$201,246
0.0% of portfolio
|
Q3 2022
Reduced 58.47%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,013
shares
|
$200,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
3,007
shares
|
$200,446
0.01% of portfolio
|
Q2 2024
Added 129.96%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
2,995
shares
|
$199,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
2,992
shares
|
$199,446
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
2,990
shares
|
$199,313
0.08% of portfolio
|
Q1 2025
Added 321.13%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
2,989
shares
|
$199,246
0.07% of portfolio
|
Q1 2025
Reduced 46.31%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
2,982
shares
|
$198,780
0.15% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
2,979
shares
|
$198,580
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,978
shares
|
$198,513
0.33% of portfolio
|
Q3 2022
Reduced 42.68%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
2,973
shares
|
$198,180
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
2,965
shares
|
$197,646
0.04% of portfolio
|
Q1 2025
Reduced 58.36%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,958
shares
|
$197,180
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,923
shares
|
$194,847
0.06% of portfolio
|
Q4 2022
Added 0.1%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,923
shares
|
$194,847
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,895
shares
|
$192,980
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,893
shares
|
$192,847
0.0% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,869
shares
|
$191,247
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
2,788
shares
|
$185,848
0.1% of portfolio
|
Q2 2022
Reduced 92.87%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,780
shares
|
$185,314
0.01% of portfolio
|
Q3 2021
Reduced 7.86%
|