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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
70
shares
|
$4,461
0.0% of portfolio
|
Q2 2022
Added 1.45%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
70
shares
|
$4,461
0.0% of portfolio
|
Q1 2025
Reduced 85.11%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
68
shares
|
$4,334
0.0% of portfolio
|
Q1 2025
Reduced 54.36%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
66
shares
|
$4,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
64
shares
|
$4,079
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
63
shares
|
$4,015
0.0% of portfolio
|
Q1 2025
Reduced 68.5%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
62
shares
|
$3,951
0.0% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
61
shares
|
$3,888
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
55
shares
|
$3,505
0.0% of portfolio
|
Q2 2024
Reduced 81.67%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
52
shares
|
$3,314
0.0% of portfolio
|
Q1 2025
Reduced 55.17%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
50
shares
|
$3,187
0.0% of portfolio
|
Q2 2023
Reduced 35.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
50
shares
|
$3,187
0.0% of portfolio
|
Q2 2024
Reduced 97.21%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
49
shares
|
$3,123
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
49
shares
|
$3,123
0.0% of portfolio
|
Q1 2025
Added 188.24%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
47
shares
|
$2,995
0.0% of portfolio
|
Q4 2024
Reduced 87.95%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
47
shares
|
$2,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
46
shares
|
$2,932
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
43
shares
|
$2,740
0.0% of portfolio
|
Q1 2025
Added 207.14%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
40
shares
|
$2,549
0.0% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
39
shares
|
$2,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
39
shares
|
$2,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
37
shares
|
$2,358
0.0% of portfolio
|
Q3 2024
Reduced 80.53%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
36
shares
|
$2,294
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
36
shares
|
$2,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
33
shares
|
$2,103
0.0% of portfolio
|
Q4 2024
Reduced 99.81%
|