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 |
|---|---|---|---|---|---|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
29
shares
|
$1,848
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
28
shares
|
$1,784
0.0% of portfolio
|
Q3 2022
Added 3.7%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
28
shares
|
$1,784
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
27
shares
|
$1,720
0.0% of portfolio
|
Q4 2024
Reduced 92.5%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
24
shares
|
$1,529
0.09% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
23
shares
|
$1,466
0.0% of portfolio
|
Q2 2024
Added 27.78%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
23
shares
|
$1,466
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
20
shares
|
$1,274
0.0% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
20
shares
|
$1,274
0.0% of portfolio
|
Q2 2024
Reduced 99.96%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
20
shares
|
$1,274
0.0% of portfolio
|
Q1 2025
Reduced 54.55%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
19
shares
|
$1,211
0.0% of portfolio
|
Q1 2025
Reduced 82.88%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
19
shares
|
$1,211
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
18
shares
|
$1,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
17
shares
|
$1,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
17
shares
|
$1,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
15
shares
|
$956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
May 14, 2025 Q1 2025 |
15
shares
|
$956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
15
shares
|
$956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
13
shares
|
$828
0.0% of portfolio
|
Q1 2025
Reduced 99.57%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12
shares
|
$764
0.0% of portfolio
|
Q4 2024
Reduced 88.0%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
12
shares
|
$764
0.0% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
11
shares
|
$701
0.0% of portfolio
|
Q1 2025
Reduced 99.93%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
11
shares
|
$701
0.0% of portfolio
|
Q1 2025
Reduced 72.5%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
9
shares
|
$573
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
7
shares
|
$446
0.0% of portfolio
|
Q3 2024
New holding
|