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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
491
shares
|
$32,730
0.0% of portfolio
|
Q1 2025
Reduced 47.65%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
488
shares
|
$32,530
0.04% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
485
shares
|
$32,330
0.0% of portfolio
|
Q1 2025
Reduced 27.83%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
478
shares
|
$31,863
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
468
shares
|
$31,196
0.01% of portfolio
|
Q2 2025
Reduced 38.9%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
465
shares
|
$30,996
0.01% of portfolio
|
Q1 2025
Reduced 21.19%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
460
shares
|
$30,663
0.03% of portfolio
|
Q2 2025
Added 78.29%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
456
shares
|
$30,396
0.01% of portfolio
|
Q2 2024
Reduced 89.77%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
455
shares
|
$30,330
0.01% of portfolio
|
Q1 2025
Added 119.81%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
435
shares
|
$28,997
0.01% of portfolio
|
Q2 2023
Reduced 50.29%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
420
shares
|
$27,997
0.03% of portfolio
|
Q1 2025
Reduced 99.44%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
417
shares
|
$27,797
0.0% of portfolio
|
Q1 2025
Reduced 81.96%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
416
shares
|
$27,730
0.01% of portfolio
|
Q1 2025
Reduced 33.55%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
414
shares
|
$27,597
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
410
shares
|
$27,330
0.01% of portfolio
|
Q3 2024
Added 57.09%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
400
shares
|
$26,664
0.0% of portfolio
|
Q3 2024
Reduced 81.96%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
393
shares
|
$26,197
0.0% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
392
shares
|
$26,130
0.01% of portfolio
|
Q1 2025
Added 61.98%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
382
shares
|
$25,464
0.01% of portfolio
|
Q1 2025
Added 29.93%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
378
shares
|
$25,197
0.02% of portfolio
|
Q1 2023
Reduced 3.32%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
376
shares
|
$25,064
0.01% of portfolio
|
Q3 2023
Added 42.97%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
376
shares
|
$25,064
0.02% of portfolio
|
Q1 2025
Added 34.29%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
373
shares
|
$24,864
0.0% of portfolio
|
Q1 2025
Reduced 85.69%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
371
shares
|
$24,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
371
shares
|
$24,730
0.02% of portfolio
|
Q1 2025
Reduced 51.94%
|