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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
100
shares
|
$6,374
0.0% of portfolio
|
Q2 2024
Reduced 71.1%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
100
shares
|
$6,374
0.0% of portfolio
|
Q2 2024
Reduced 90.83%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
100
shares
|
$6,374
0.0% of portfolio
|
Q4 2024
Reduced 52.83%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
100
shares
|
$6,374
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
100
shares
|
$6,374
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
100
shares
|
$6,374
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
100
shares
|
$6,374
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
94
shares
|
$5,991
0.0% of portfolio
|
Q1 2023
Added 11.9%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
91
shares
|
$5,800
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
91
shares
|
$5,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
90
shares
|
$5,736
0.0% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
90
shares
|
$5,736
0.0% of portfolio
|
Q1 2025
Reduced 84.77%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
89
shares
|
$5,672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
87
shares
|
$5,545
0.0% of portfolio
|
Q1 2025
Reduced 81.88%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
86
shares
|
$5,481
0.0% of portfolio
|
Q1 2025
Added 138.89%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
86
shares
|
$5,481
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
85
shares
|
$5,417
0.0% of portfolio
|
Q3 2024
Reduced 76.06%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
85
shares
|
$5,417
0.0% of portfolio
|
Q1 2025
Reduced 98.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
84
shares
|
$5,354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
83
shares
|
$5,290
0.0% of portfolio
|
Q4 2021
Reduced 63.76%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
82
shares
|
$5,226
0.0% of portfolio
|
Q1 2025
Reduced 63.06%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
78
shares
|
$4,971
0.0% of portfolio
|
Q1 2025
Reduced 66.81%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
73
shares
|
$4,653
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
72
shares
|
$4,589
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
71
shares
|
$4,525
0.0% of portfolio
|
Q4 2022
New holding
|