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 |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,780
shares
|
$169,107
0.01% of portfolio
|
Q3 2021
Reduced 7.86%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
2,780
shares
|
$169,107
0.15% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,777
shares
|
$168,924
0.02% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,773
shares
|
$168,681
0.01% of portfolio
|
Q1 2025
Reduced 25.13%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
2,769
shares
|
$168,438
0.07% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
2,765
shares
|
$168,194
0.23% of portfolio
|
Q4 2023
Reduced 38.07%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
2,731
shares
|
$166,126
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
2,714
shares
|
$165,092
0.0% of portfolio
|
Q1 2025
Reduced 96.68%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,648
shares
|
$161,077
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,646
shares
|
$160,956
0.11% of portfolio
|
Q4 2023
Added 5913.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,628
shares
|
$159,861
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
2,610
shares
|
$158,766
0.1% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,593
shares
|
$157,732
0.01% of portfolio
|
Q3 2022
Added 4.01%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,557
shares
|
$155,542
0.14% of portfolio
|
Q3 2024
Reduced 21.37%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
2,550
shares
|
$155,116
0.02% of portfolio
|
Q1 2025
Reduced 20.31%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,547
shares
|
$154,934
0.06% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
2,544
shares
|
$154,751
0.11% of portfolio
|
Q1 2025
Reduced 25.57%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
2,492
shares
|
$151,588
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,472
shares
|
$150,371
0.03% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
2,446
shares
|
$148,790
0.08% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
2,438
shares
|
$148,303
0.08% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,435
shares
|
$148,121
0.22% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,403
shares
|
$146,174
0.05% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,214
shares
|
$134,677
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,187
shares
|
$133,035
0.01% of portfolio
|
Q1 2025
Added 35.08%
|