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 |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
15,963
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
15,910
shares
|
$1.18 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
15,898
shares
|
$1.18 Million
0.14% of portfolio
|
Q2 2025
Added 270.67%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
15,823
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
15,764
shares
|
$1.17 Million
0.77% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
15,755
shares
|
$1.17 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
15,711
shares
|
$1.16 Million
1.85% of portfolio
|
Q3 2022
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
15,640
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
15,630
shares
|
$1.16 Million
0.69% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
15,606
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
15,601
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
15,570
shares
|
$1.15 Million
0.9% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
15,556
shares
|
$1.15 Million
0.46% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
15,550
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
15,548
shares
|
$1.15 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
15,478
shares
|
$1.14 Million
0.22% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
15,413
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
15,372
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
15,294
shares
|
$1.13 Million
0.84% of portfolio
|
Q4 2022
Added 12.42%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
15,263
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
15,168
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
15,115
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
15,111
shares
|
$1.12 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
15,063
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Added 24.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
15,059
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2025
Added 1.1%
|