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 |
|---|---|---|---|---|---|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
285
shares
|
$18,165
0.02% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
279
shares
|
$17,783
0.01% of portfolio
|
Q1 2025
Added 158.33%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
277
shares
|
$17,655
0.01% of portfolio
|
Q1 2025
Reduced 19.01%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
277
shares
|
$17,655
0.02% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
274
shares
|
$17,464
0.02% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
270
shares
|
$17,209
0.12% of portfolio
|
Q1 2022
Added 8.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
266
shares
|
$16,954
0.01% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
263
shares
|
$16,763
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
259
shares
|
$16,508
0.0% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
258
shares
|
$16,444
0.02% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
250
shares
|
$15,935
0.0% of portfolio
|
Q4 2020
Reduced 54.63%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
250
shares
|
$15,935
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
247
shares
|
$15,743
0.01% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
244
shares
|
$15,552
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
242
shares
|
$15,425
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
241
shares
|
$15,361
0.01% of portfolio
|
Q3 2022
Reduced 5.86%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
227
shares
|
$14,468
0.01% of portfolio
|
Q1 2025
Reduced 26.77%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
226
shares
|
$14,405
0.01% of portfolio
|
Q1 2025
Reduced 42.2%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
224
shares
|
$14,277
0.01% of portfolio
|
Q1 2025
Reduced 34.12%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
224
shares
|
$14,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
224
shares
|
$14,277
0.0% of portfolio
|
Q1 2025
Added 96.49%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
222
shares
|
$14,150
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
221
shares
|
$14,086
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
217
shares
|
$13,831
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
216
shares
|
$13,767
0.0% of portfolio
|
Q1 2025
Reduced 1.82%
|