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 |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
150
shares
|
$9,999
0.0% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
150
shares
|
$9,999
0.0% of portfolio
|
Q1 2024
Reduced 97.6%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$9,999
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
150
shares
|
$9,999
0.0% of portfolio
|
Q4 2024
Reduced 88.12%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
148
shares
|
$9,865
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
148
shares
|
$9,865
0.0% of portfolio
|
Q1 2025
Added 19.35%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
147
shares
|
$9,799
0.0% of portfolio
|
Q4 2024
Reduced 56.12%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
145
shares
|
$9,665
0.0% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
142
shares
|
$9,465
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
140
shares
|
$9,332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
137
shares
|
$9,132
0.01% of portfolio
|
Q1 2025
Added 19.13%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
135
shares
|
$8,999
0.01% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
128
shares
|
$8,532
0.0% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
128
shares
|
$8,532
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
126
shares
|
$8,399
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
125
shares
|
$8,332
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
119
shares
|
$7,932
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
112
shares
|
$7,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
109
shares
|
$7,265
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
109
shares
|
$7,265
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
108
shares
|
$7,199
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
105
shares
|
$6,999
0.0% of portfolio
|
Q3 2024
Reduced 78.31%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
104
shares
|
$6,932
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
102
shares
|
$6,799
0.0% of portfolio
|
Q1 2025
Reduced 96.9%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
101
shares
|
$6,732
0.0% of portfolio
|
Q1 2025
New holding
|