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 2,118 institutions that hold shares in the stock, with a total of 1.04 Billion shares, which have been reported (via 13F filing form) to have a value of $74.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
28,662
shares
|
$2.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 33.44%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
28,585
shares
|
$2.11 Million
2.36% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
28,524
shares
|
$2.11 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
28,324
shares
|
$2.1 Million
0.53% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
28,082
shares
|
$2.08 Million
0.15% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
28,036
shares
|
$2.07 Million
0.17% of portfolio
|
Q2 2025
Added 25.63%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,926
shares
|
$2.07 Million
0.19% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
27,639
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
27,569
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
27,444
shares
|
$2.03 Million
0.63% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
27,397
shares
|
$2.03 Million
1.02% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
27,334
shares
|
$2.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 85.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
27,326
shares
|
$2.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
27,319
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 86.57%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
27,282
shares
|
$2.02 Million
0.21% of portfolio
|
Q2 2025
Reduced 22.4%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
27,263
shares
|
$2.02 Million
0.58% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
26,941
shares
|
$1.99 Million
0.25% of portfolio
|
Q2 2023
Added 6.06%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
26,842
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
26,787
shares
|
$1.98 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
26,765
shares
|
$1.98 Million
0.05% of portfolio
|
Q2 2025
Reduced 46.38%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
26,763
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.22%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
26,605
shares
|
$1.97 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
26,525
shares
|
$1.96 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
26,503
shares
|
$1.96 Million
1.72% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
26,500
shares
|
$1.96 Million
0.01% of portfolio
|
Q1 2024
New holding
|