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 $64.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,024
shares
|
$63,600
0.02% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,021
shares
|
$63,414
0.01% of portfolio
|
Q1 2025
Added 48.62%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$62,110
0.03% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
1,000
shares
|
$62,110
0.06% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
1,000
shares
|
$62,110
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
996
shares
|
$61,861
0.0% of portfolio
|
Q1 2025
Reduced 60.97%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
989
shares
|
$61,426
0.09% of portfolio
|
Q1 2025
Added 41.49%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
983
shares
|
$61,054
0.05% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
980
shares
|
$60,867
0.03% of portfolio
|
Q3 2023
Added 16.25%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
970
shares
|
$60,246
0.03% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
962
shares
|
$59,749
0.04% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
960
shares
|
$59,625
0.01% of portfolio
|
Q4 2024
Reduced 47.4%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
956
shares
|
$59,377
0.06% of portfolio
|
Q1 2025
Added 119.27%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
926
shares
|
$57,513
0.01% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
925
shares
|
$57,451
0.04% of portfolio
|
Q1 2025
Reduced 64.37%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
917
shares
|
$56,954
0.03% of portfolio
|
Q4 2024
Reduced 50.27%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
906
shares
|
$56,271
0.01% of portfolio
|
Q3 2024
Reduced 33.19%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
905
shares
|
$56,209
0.01% of portfolio
|
Q4 2024
Reduced 35.08%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
900
shares
|
$55,899
0.01% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
900
shares
|
$55,899
0.1% of portfolio
|
Q2 2023
Added 12.5%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
885
shares
|
$54,967
0.0% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
885
shares
|
$54,967
0.01% of portfolio
|
Q1 2025
Reduced 31.07%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
844
shares
|
$52,420
0.01% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
828
shares
|
$51,427
0.06% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
820
shares
|
$50,930
0.0% of portfolio
|
Q1 2025
Added 228.0%
|