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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,191
shares
|
$975,738
0.02% of portfolio
|
Q2 2022
Reduced 2.48%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,155
shares
|
$973,075
0.03% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
13,153
shares
|
$972,927
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
13,142
shares
|
$972,113
0.07% of portfolio
|
Q2 2025
Reduced 32.19%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
13,128
shares
|
$971,078
0.08% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
13,110
shares
|
$969,746
0.05% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
13,078
shares
|
$967,379
0.24% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
13,040
shares
|
$964,568
0.05% of portfolio
|
Q2 2025
Added 34.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
13,030
shares
|
$963,829
0.05% of portfolio
|
Q2 2025
Reduced 19.11%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
12,985
shares
|
$960,500
0.05% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
12,904
shares
|
$954,508
0.02% of portfolio
|
Q1 2024
Reduced 11.92%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
12,825
shares
|
$948,665
1.18% of portfolio
|
Q3 2023
Added 28.42%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
12,796
shares
|
$946,520
0.08% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
12,788
shares
|
$945,928
0.08% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
12,721
shares
|
$940,972
0.01% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
12,700
shares
|
$939,419
0.07% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
12,676
shares
|
$937,643
0.7% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
12,673
shares
|
$937,421
0.06% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,653
shares
|
$935,942
0.04% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
12,650
shares
|
$935,720
0.22% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
12,627
shares
|
$934,019
0.02% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
12,600
shares
|
$932,022
0.04% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
12,591
shares
|
$931,356
0.02% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
12,578
shares
|
$930,394
0.59% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
12,549
shares
|
$928,249
0.13% of portfolio
|
Q2 2025
Reduced 0.63%
|