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 $65.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
364
shares
|
$23,201
0.01% of portfolio
|
Q1 2025
Reduced 94.11%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
364
shares
|
$23,201
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
361
shares
|
$23,010
0.02% of portfolio
|
Q1 2025
Reduced 79.9%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
350
shares
|
$22,309
0.01% of portfolio
|
Q1 2025
Reduced 98.52%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
350
shares
|
$22,309
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
348
shares
|
$22,181
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
344
shares
|
$21,926
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
339
shares
|
$21,607
0.01% of portfolio
|
Q1 2025
Reduced 23.48%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
336
shares
|
$21,416
0.01% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
331
shares
|
$21,097
0.0% of portfolio
|
Q1 2025
Reduced 25.95%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
327
shares
|
$20,842
0.01% of portfolio
|
Q1 2025
Added 99.39%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
323
shares
|
$20,588
0.01% of portfolio
|
Q1 2025
Added 71.81%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
317
shares
|
$20,205
0.0% of portfolio
|
Q2 2023
Reduced 86.16%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
316
shares
|
$20,141
0.01% of portfolio
|
Q1 2025
Reduced 30.85%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
310
shares
|
$19,759
0.0% of portfolio
|
Q4 2023
Reduced 37.63%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
310
shares
|
$19,759
0.02% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
307
shares
|
$19,568
0.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
302
shares
|
$19,249
0.01% of portfolio
|
Q4 2024
Reduced 39.6%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
302
shares
|
$19,249
0.02% of portfolio
|
Q4 2024
Reduced 39.6%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
300
shares
|
$19,122
0.0% of portfolio
|
Q1 2024
Reduced 90.77%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
300
shares
|
$19,122
0.0% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
300
shares
|
$19,122
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
294
shares
|
$18,739
0.01% of portfolio
|
Q1 2025
Added 7250.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
291
shares
|
$18,548
0.0% of portfolio
|
Q1 2025
Reduced 92.63%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
290
shares
|
$18,484
0.01% of portfolio
|
Q1 2025
New holding
|