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 |
|---|---|---|---|---|---|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
213
shares
|
$14,198
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
208
shares
|
$13,865
0.0% of portfolio
|
Q1 2025
Reduced 79.69%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
205
shares
|
$13,665
0.0% of portfolio
|
Q1 2025
Added 47.48%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
204
shares
|
$13,598
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
203
shares
|
$13,531
0.0% of portfolio
|
Q4 2023
Reduced 13.25%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
202
shares
|
$13,465
0.01% of portfolio
|
Q4 2021
Added 10000.0%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
202
shares
|
$13,465
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
202
shares
|
$13,465
0.0% of portfolio
|
Q1 2025
Reduced 42.78%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
200
shares
|
$13,332
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
200
shares
|
$13,332
0.01% of portfolio
|
Q1 2025
Reduced 44.75%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
198
shares
|
$13,198
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
197
shares
|
$13,132
0.0% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
196
shares
|
$13,065
0.0% of portfolio
|
Q2 2024
Reduced 10.09%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
196
shares
|
$13,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
195
shares
|
$12,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
194
shares
|
$12,932
0.0% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
191
shares
|
$12,732
0.0% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
190
shares
|
$12,665
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
187
shares
|
$12,465
0.0% of portfolio
|
Q1 2025
Reduced 83.99%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
173
shares
|
$11,532
0.01% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
165
shares
|
$10,998
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
160
shares
|
$10,665
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
155
shares
|
$10,332
0.0% of portfolio
|
Q4 2024
Reduced 51.41%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
154
shares
|
$10,265
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
152
shares
|
$10,132
0.0% of portfolio
|
Q1 2025
Added 12.59%
|