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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
820
shares
|
$50,930
0.01% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
808
shares
|
$50,184
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
805
shares
|
$49,998
0.02% of portfolio
|
Q4 2024
Added 137.46%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
800
shares
|
$49,688
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
783
shares
|
$48,632
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
783
shares
|
$48,632
0.04% of portfolio
|
Q1 2025
Added 20.46%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
767
shares
|
$47,638
0.01% of portfolio
|
Q1 2025
Added 53.4%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
766
shares
|
$47,576
0.02% of portfolio
|
Q1 2025
Reduced 60.35%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
749
shares
|
$46,520
0.01% of portfolio
|
Q1 2025
Added 147.19%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
741
shares
|
$46,023
0.01% of portfolio
|
Q1 2025
Added 63.94%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
739
shares
|
$45,899
0.02% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
731
shares
|
$45,402
0.0% of portfolio
|
Q1 2025
Reduced 51.3%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
723
shares
|
$44,905
0.01% of portfolio
|
Q4 2024
Reduced 47.99%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
723
shares
|
$44,905
0.01% of portfolio
|
Q2 2024
Reduced 58.8%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
721
shares
|
$44,781
0.01% of portfolio
|
Q1 2025
Reduced 66.68%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
719
shares
|
$44,657
0.04% of portfolio
|
Q1 2025
Added 584.76%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
717
shares
|
$44,532
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
708
shares
|
$43,973
0.05% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
700
shares
|
$43,477
0.0% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
694
shares
|
$43,104
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
688
shares
|
$42,731
0.0% of portfolio
|
Q1 2025
Reduced 14.11%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
682
shares
|
$42,359
0.01% of portfolio
|
Q1 2025
Added 33.73%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
668
shares
|
$41,489
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
668
shares
|
$41,489
0.02% of portfolio
|
Q1 2025
Added 26.28%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
665
shares
|
$41,303
0.02% of portfolio
|
Q3 2024
Reduced 53.46%
|