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 |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
1,666
shares
|
$101,342
0.04% of portfolio
|
Q4 2024
Reduced 13.05%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
1,666
shares
|
$101,342
0.05% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
1,660
shares
|
$100,977
0.02% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,646
shares
|
$100,126
0.01% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
1,643
shares
|
$99,943
0.05% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
1,618
shares
|
$98,422
0.02% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
1,574
shares
|
$95,746
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,561
shares
|
$94,955
0.01% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,531
shares
|
$93,130
0.02% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,517
shares
|
$92,279
0.05% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
1,508
shares
|
$91,731
0.0% of portfolio
|
Q1 2025
Added 77.0%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
1,500
shares
|
$91,245
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
1,496
shares
|
$91,001
0.03% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,466
shares
|
$89,176
0.01% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,464
shares
|
$89,055
0.01% of portfolio
|
Q1 2023
Added 140.79%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,460
shares
|
$88,811
0.01% of portfolio
|
Q1 2024
Reduced 16.33%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,458
shares
|
$88,690
0.07% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
1,447
shares
|
$88,021
0.06% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,432
shares
|
$87,108
0.03% of portfolio
|
Q3 2023
Reduced 78.95%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
1,400
shares
|
$85,162
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
1,386
shares
|
$84,310
0.04% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,386
shares
|
$84,310
0.09% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,374
shares
|
$83,580
0.01% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,374
shares
|
$83,580
0.01% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,367
shares
|
$83,154
0.07% of portfolio
|
Q1 2025
Added 0.07%
|