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 |
|---|---|---|---|---|---|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
11,732
shares
|
$867,816
0.3% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
11,704
shares
|
$865,744
0.14% of portfolio
|
Q2 2025
Added 24.22%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
11,700
shares
|
$865,449
0.03% of portfolio
|
Q4 2021
Reduced 60.72%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
11,690
shares
|
$864,709
0.13% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
11,682
shares
|
$864,117
0.26% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
11,660
shares
|
$862,490
0.4% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
11,580
shares
|
$856,572
0.04% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
11,561
shares
|
$855,167
0.19% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
11,560
shares
|
$855,093
1.03% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
11,551
shares
|
$854,427
0.03% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
11,500
shares
|
$850,655
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
11,438
shares
|
$846,068
0.03% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
11,385
shares
|
$842,148
0.04% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
11,384
shares
|
$842,074
0.22% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
11,382
shares
|
$841,926
0.04% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
11,367
shares
|
$840,816
0.38% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,354
shares
|
$839,855
0.07% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
11,340
shares
|
$838,819
0.04% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,331
shares
|
$838,154
0.08% of portfolio
|
Q2 2025
Reduced 36.74%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
11,311
shares
|
$836,674
0.55% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,296
shares
|
$835,565
0.02% of portfolio
|
Q2 2025
Reduced 29.76%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
11,242
shares
|
$831,570
0.23% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
11,226
shares
|
$830,387
0.07% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
11,136
shares
|
$823,729
0.16% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
11,063
shares
|
$818,330
0.6% of portfolio
|
Q2 2025
New holding
|