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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
658
shares
|
$40,868
0.01% of portfolio
|
Q1 2025
Reduced 61.25%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
658
shares
|
$40,868
0.0% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
656
shares
|
$40,744
0.02% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
650
shares
|
$40,371
0.01% of portfolio
|
Q3 2023
Added 21.5%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
647
shares
|
$40,185
0.01% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
643
shares
|
$39,936
0.09% of portfolio
|
Q3 2024
Reduced 82.53%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
637
shares
|
$39,564
0.0% of portfolio
|
Q1 2025
Added 39.39%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
635
shares
|
$39,439
0.0% of portfolio
|
Q1 2025
Reduced 66.26%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
610
shares
|
$37,887
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
607
shares
|
$37,700
0.02% of portfolio
|
Q4 2024
Reduced 68.35%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
600
shares
|
$37,266
0.02% of portfolio
|
Q1 2025
Reduced 27.71%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
600
shares
|
$37,266
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
581
shares
|
$36,085
0.03% of portfolio
|
Q1 2025
Reduced 39.42%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
579
shares
|
$35,961
0.03% of portfolio
|
Q1 2025
Reduced 46.19%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
572
shares
|
$35,526
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
572
shares
|
$35,526
0.02% of portfolio
|
Q1 2025
Added 281.33%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
562
shares
|
$34,905
0.03% of portfolio
|
Q2 2024
Added 116.15%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
550
shares
|
$34,160
0.02% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
540
shares
|
$33,539
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Maj Invest Holding A
|
Apr 29, 2025 Q1 2025 |
540
shares
|
$33,539
0.0% of portfolio
|
Q1 2022
Reduced 22.86%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
532
shares
|
$33,042
0.01% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
525
shares
|
$32,607
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
517
shares
|
$32,110
0.02% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
517
shares
|
$32,110
0.02% of portfolio
|
Q1 2024
Added 54.33%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
500
shares
|
$31,055
0.03% of portfolio
|
Q4 2024
New holding
|