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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,182
shares
|
$132,731
0.01% of portfolio
|
Q1 2025
Reduced 56.22%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
2,182
shares
|
$132,731
0.11% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
2,158
shares
|
$131,271
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
2,146
shares
|
$130,541
0.12% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,097
shares
|
$127,560
0.01% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,026
shares
|
$123,241
0.01% of portfolio
|
Q1 2025
Added 39.53%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2,024
shares
|
$123,119
0.05% of portfolio
|
Q3 2022
Reduced 6.9%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
2,010
shares
|
$122,268
0.03% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
2,006
shares
|
$122,024
0.02% of portfolio
|
Q3 2024
Reduced 57.37%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,002
shares
|
$121,781
0.05% of portfolio
|
Q1 2025
Reduced 57.84%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
2,000
shares
|
$121,660
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
2,000
shares
|
$121,660
0.07% of portfolio
|
Q1 2025
Reduced 27.93%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
1,950
shares
|
$118,618
0.08% of portfolio
|
Q1 2025
Added 47.39%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
1,904
shares
|
$115,820
0.0% of portfolio
|
Q1 2025
Added 242.45%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
1,821
shares
|
$110,771
0.1% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,787
shares
|
$108,703
0.04% of portfolio
|
Q2 2023
Added 8.37%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
1,783
shares
|
$108,459
0.07% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,761
shares
|
$107,121
0.02% of portfolio
|
Q1 2025
Added 37.47%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,747
shares
|
$106,270
0.01% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,735
shares
|
$105,540
0.03% of portfolio
|
Q1 2025
Reduced 29.7%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
1,719
shares
|
$104,566
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
1,698
shares
|
$103,289
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
May 14, 2025 Q1 2025 |
1,688
shares
|
$102,681
0.0% of portfolio
|
Q4 2019
Reduced 39.76%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
1,675
shares
|
$101,890
0.07% of portfolio
|
Q3 2024
Reduced 29.47%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
1,675
shares
|
$101,890
0.03% of portfolio
|
Q4 2018
New holding
|