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 |
|---|---|---|---|---|---|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
14,292
shares
|
$1.06 Million
0.47% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
14,172
shares
|
$1.05 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
14,157
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
14,004
shares
|
$1.04 Million
0.22% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
14,000
shares
|
$1.04 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
13,985
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 22.55%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
13,909
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,824
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2024
Added 16.46%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
13,818
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
13,777
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
13,752
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
13,719
shares
|
$1.01 Million
0.45% of portfolio
|
Q2 2022
Reduced 0.49%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
13,673
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2023
Reduced 10.62%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
13,664
shares
|
$1.01 Million
0.52% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
13,629
shares
|
$1.01 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
13,619
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
13,571
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,568
shares
|
$1 Million
0.34% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
13,556
shares
|
$1 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
13,327
shares
|
$985,798
0.01% of portfolio
|
Q2 2025
Reduced 63.68%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
13,297
shares
|
$983,579
0.01% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
13,288
shares
|
$982,913
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
13,271
shares
|
$981,655
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
13,266
shares
|
$981,286
0.04% of portfolio
|
Q2 2025
Reduced 32.97%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
13,250
shares
|
$980,102
0.23% of portfolio
|
Q4 2024
Added 3.72%
|