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 |
|---|---|---|---|---|---|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
11,032
shares
|
$816,037
1.94% of portfolio
|
Q4 2022
Added 1.96%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
11,016
shares
|
$814,853
0.61% of portfolio
|
Q2 2025
Reduced 36.2%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
10,976
shares
|
$811,894
0.17% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
10,928
shares
|
$808,344
0.02% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
10,869
shares
|
$803,979
0.03% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
10,868
shares
|
$803,905
0.07% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
10,854
shares
|
$802,870
0.17% of portfolio
|
Q2 2025
Added 117.91%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
10,845
shares
|
$802,204
0.12% of portfolio
|
Q1 2024
Added 158.77%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
10,820
shares
|
$800,355
0.12% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
10,807
shares
|
$799,393
0.01% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
10,795
shares
|
$798,506
0.02% of portfolio
|
Q2 2025
Added 18.31%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
10,749
shares
|
$795,103
0.01% of portfolio
|
Q2 2025
Reduced 60.95%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
10,735
shares
|
$794,067
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
10,712
shares
|
$792,366
0.71% of portfolio
|
Q3 2023
Added 27.97%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
10,654
shares
|
$788,076
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
10,643
shares
|
$787,262
0.38% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
10,613
shares
|
$785,043
0.01% of portfolio
|
Q2 2025
Reduced 25.2%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
10,607
shares
|
$784,599
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
10,554
shares
|
$780,679
0.17% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,539
shares
|
$779,569
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
10,530
shares
|
$778,904
0.62% of portfolio
|
Q4 2017
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
10,512
shares
|
$777,572
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
10,507
shares
|
$777,202
0.11% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
10,501
shares
|
$776,758
0.05% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
10,500
shares
|
$776,685
0.02% of portfolio
|
Q2 2025
Reduced 99.38%
|