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 2,030 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $66.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
15,962
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
15,921
shares
|
$1.03 Million
0.15% of portfolio
|
Q4 2024
Reduced 44.49%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
15,740
shares
|
$1.02 Million
0.32% of portfolio
|
Q4 2024
Added 176.04%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
15,711
shares
|
$1.02 Million
1.85% of portfolio
|
Q3 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
15,652
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 52.48%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
15,630
shares
|
$1.01 Million
0.69% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
15,504
shares
|
$1.01 Million
0.48% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
15,438
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
15,428
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
15,359
shares
|
$997,259
0.05% of portfolio
|
Q1 2025
Reduced 93.82%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
15,294
shares
|
$993,039
0.84% of portfolio
|
Q4 2022
Added 12.42%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,279
shares
|
$992,065
0.02% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
15,234
shares
|
$989,143
0.21% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
15,229
shares
|
$988,818
0.04% of portfolio
|
Q4 2024
Reduced 31.6%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
15,225
shares
|
$988,559
0.01% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
15,160
shares
|
$984,338
0.03% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
15,142
shares
|
$983,170
0.02% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
15,079
shares
|
$979,079
0.05% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
15,074
shares
|
$978,754
0.17% of portfolio
|
Q4 2024
Added 104.23%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
15,066
shares
|
$978,235
0.18% of portfolio
|
Q4 2024
Reduced 70.52%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
14,845
shares
|
$963,885
0.16% of portfolio
|
Q2 2023
Added 36.01%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
14,825
shares
|
$962,587
0.2% of portfolio
|
Q3 2023
Reduced 9.32%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
14,762
shares
|
$958,496
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
14,762
shares
|
$958,496
0.59% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
14,736
shares
|
$956,808
0.15% of portfolio
|
Q4 2024
Reduced 1.42%
|