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 |
|---|---|---|---|---|---|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
1,291
shares
|
$86,058
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,286
shares
|
$85,724
0.03% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
1,283
shares
|
$85,524
0.03% of portfolio
|
Q1 2025
Added 1681.94%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,258
shares
|
$83,858
0.01% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,241
shares
|
$82,725
0.01% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,196
shares
|
$79,725
0.01% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,189
shares
|
$79,258
0.0% of portfolio
|
Q1 2025
Added 20.22%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,187
shares
|
$79,125
0.03% of portfolio
|
Q1 2025
Reduced 48.03%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,177
shares
|
$78,458
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,171
shares
|
$78,058
0.07% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,169
shares
|
$77,925
0.0% of portfolio
|
Q1 2024
Reduced 96.38%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
1,140
shares
|
$75,992
0.03% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,140
shares
|
$75,992
0.05% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
1,124
shares
|
$74,925
0.01% of portfolio
|
Q1 2025
Reduced 85.95%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,117
shares
|
$74,459
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
1,114
shares
|
$74,259
0.08% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,106
shares
|
$73,725
0.03% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,084
shares
|
$72,259
0.03% of portfolio
|
Q1 2025
Added 2308.89%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,073
shares
|
$71,526
0.02% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
1,072
shares
|
$71,459
0.04% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,060
shares
|
$70,659
0.0% of portfolio
|
Q1 2025
Reduced 72.55%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,050
shares
|
$69,993
0.02% of portfolio
|
Q1 2025
Reduced 48.78%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,040
shares
|
$69,326
0.01% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,024
shares
|
$68,259
0.02% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,021
shares
|
$68,059
0.01% of portfolio
|
Q1 2025
Added 48.62%
|