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 |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
15,003
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
15,001
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.8%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
14,999
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
14,998
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
14,981
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
14,951
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
14,894
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Added 72.5%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
14,866
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 35.03%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
14,845
shares
|
$1.1 Million
0.16% of portfolio
|
Q2 2023
Added 36.01%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
14,825
shares
|
$1.1 Million
0.2% of portfolio
|
Q3 2023
Reduced 9.32%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
14,809
shares
|
$1.1 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
14,762
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
14,745
shares
|
$1.09 Million
0.28% of portfolio
|
Q2 2025
Reduced 79.96%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
14,742
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
14,735
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
14,717
shares
|
$1.09 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
14,714
shares
|
$1.09 Million
0.33% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,626
shares
|
$1.08 Million
0.12% of portfolio
|
Q2 2023
Added 29.64%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
14,613
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
14,593
shares
|
$1.08 Million
0.46% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
14,578
shares
|
$1.08 Million
0.89% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
14,536
shares
|
$1.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
14,500
shares
|
$1.07 Million
0.22% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
14,468
shares
|
$1.07 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
14,384
shares
|
$1.06 Million
0.38% of portfolio
|
Q2 2025
Reduced 66.76%
|