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 |
|---|---|---|---|---|---|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
10,475
shares
|
$774,835
1.09% of portfolio
|
Q2 2022
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
10,475
shares
|
$774,835
0.1% of portfolio
|
Q2 2025
Reduced 38.67%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
10,464
shares
|
$774,022
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,410
shares
|
$770,027
0.05% of portfolio
|
Q2 2025
Added 34.5%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
10,403
shares
|
$769,509
0.14% of portfolio
|
Q4 2024
Reduced 34.77%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
10,382
shares
|
$767,956
1.03% of portfolio
|
Q2 2022
Reduced 2.75%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
10,378
shares
|
$767,660
0.08% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
10,365
shares
|
$766,699
0.04% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
10,349
shares
|
$765,515
0.64% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
10,316
shares
|
$763,074
0.2% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
10,281
shares
|
$760,485
1.28% of portfolio
|
Q3 2023
Added 0.79%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
10,261
shares
|
$759,006
0.06% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Albert D Mason Inc
|
Jul 29, 2025 Q2 2025 |
10,239
shares
|
$757,378
0.61% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
10,237
shares
|
$757,230
0.23% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
10,233
shares
|
$756,935
0.6% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,200
shares
|
$754,494
0.03% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
10,158
shares
|
$751,387
0.01% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
10,016
shares
|
$740,883
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$739,700
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,995
shares
|
$739,330
0.0% of portfolio
|
Q2 2025
Reduced 98.65%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
9,973
shares
|
$737,702
0.01% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
9,973
shares
|
$737,702
0.04% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
9,972
shares
|
$737,628
0.02% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
9,969
shares
|
$737,406
1.21% of portfolio
|
Q3 2023
Added 9.8%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
9,944
shares
|
$735,557
0.1% of portfolio
|
Q2 2025
New holding
|