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 $76.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
21,836
shares
|
$1.62 Million
0.1% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
21,690
shares
|
$1.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
21,486
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
21,244
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
21,233
shares
|
$1.57 Million
0.2% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,209
shares
|
$1.57 Million
0.3% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
21,146
shares
|
$1.56 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
21,111
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
21,020
shares
|
$1.55 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
21,000
shares
|
$1.55 Million
0.77% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
20,929
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
20,903
shares
|
$1.55 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
20,866
shares
|
$1.54 Million
1.19% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,853
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
20,826
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
20,796
shares
|
$1.54 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
20,786
shares
|
$1.54 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
20,718
shares
|
$1.53 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
20,673
shares
|
$1.53 Million
0.57% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
20,537
shares
|
$1.52 Million
0.29% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Polianta LTD
|
Jul 10, 2025 Q2 2025 |
20,500
shares
|
$1.52 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
20,231
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,184
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2022
Added 355.83%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
20,174
shares
|
$1.49 Million
0.17% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
20,088
shares
|
$1.49 Million
0.05% of portfolio
|
Q2 2025
Added 1.02%
|