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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
12,540
shares
|
$927,583
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
12,438
shares
|
$920,038
0.03% of portfolio
|
Q2 2025
Added 32.59%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
12,387
shares
|
$916,266
0.0% of portfolio
|
Q2 2025
Added 90.86%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,383
shares
|
$915,970
0.45% of portfolio
|
Q2 2022
Added 2.61%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
12,381
shares
|
$915,822
0.15% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
12,348
shares
|
$913,381
0.09% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
12,316
shares
|
$911,014
0.21% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,299
shares
|
$909,757
0.02% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
12,268
shares
|
$907,463
0.51% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
12,191
shares
|
$901,768
0.04% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
12,146
shares
|
$898,439
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
12,055
shares
|
$891,708
1.23% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
12,053
shares
|
$891,560
0.11% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
12,023
shares
|
$889,341
0.03% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
12,015
shares
|
$888,749
0.03% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
12,000
shares
|
$887,640
0.24% of portfolio
|
Q2 2019
Reduced 20.0%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
11,994
shares
|
$887,196
0.1% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,984
shares
|
$886,456
0.02% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
11,955
shares
|
$884,311
0.08% of portfolio
|
Q1 2025
Reduced 18.67%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
11,902
shares
|
$880,390
0.01% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
11,879
shares
|
$878,689
0.08% of portfolio
|
Q2 2025
Added 184.39%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
11,873
shares
|
$878,245
0.12% of portfolio
|
Q2 2025
Reduced 28.46%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,850
shares
|
$876,544
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
11,832
shares
|
$875,213
0.08% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,757
shares
|
$869,665
0.11% of portfolio
|
Q3 2024
Reduced 4.17%
|