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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
26,431
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,401
shares
|
$1.95 Million
0.37% of portfolio
|
Q3 2022
Reduced 14.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
26,113
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,081
shares
|
$1.93 Million
0.11% of portfolio
|
Q3 2022
Added 6.0%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
25,996
shares
|
$1.92 Million
0.01% of portfolio
|
Q4 2024
Added 45.77%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
25,544
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
25,384
shares
|
$1.88 Million
0.04% of portfolio
|
Q2 2025
Reduced 54.05%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
25,378
shares
|
$1.88 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
25,291
shares
|
$1.87 Million
0.18% of portfolio
|
Q2 2022
Reduced 3.48%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
25,192
shares
|
$1.86 Million
1.16% of portfolio
|
Q2 2025
Reduced 17.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
25,092
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
24,888
shares
|
$1.84 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
24,822
shares
|
$1.84 Million
0.56% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
24,773
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
24,770
shares
|
$1.83 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
24,664
shares
|
$1.82 Million
0.43% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
24,662
shares
|
$1.82 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
24,555
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Aug 14, 2025 Q2 2025 |
24,432
shares
|
$1.81 Million
0.58% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
24,390
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
24,368
shares
|
$1.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
24,215
shares
|
$1.79 Million
0.27% of portfolio
|
Q4 2022
Reduced 2.17%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
24,198
shares
|
$1.79 Million
0.08% of portfolio
|
Q2 2025
Reduced 61.31%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
24,161
shares
|
$1.79 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
24,118
shares
|
$1.78 Million
0.05% of portfolio
|
Q2 2025
Added 3.71%
|