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 2,030 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $66.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
10,474
shares
|
$681,124
0.01% of portfolio
|
Q1 2025
Added 17.28%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
10,413
shares
|
$677,157
0.04% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
10,403
shares
|
$676,507
0.1% of portfolio
|
Q4 2024
Reduced 34.77%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
10,382
shares
|
$675,141
1.03% of portfolio
|
Q2 2022
Reduced 2.75%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
10,325
shares
|
$671,434
0.02% of portfolio
|
Q1 2025
Added 34.76%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
10,319
shares
|
$671,044
0.2% of portfolio
|
Q4 2024
Reduced 31.15%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
10,281
shares
|
$668,573
1.28% of portfolio
|
Q3 2023
Added 0.79%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
10,191
shares
|
$662,720
0.13% of portfolio
|
Q4 2024
Reduced 40.36%
|
|
|
Albert D Mason Inc
|
Apr 16, 2025 Q1 2025 |
10,160
shares
|
$660,704
0.56% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
10,145
shares
|
$659,729
0.36% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
10,121
shares
|
$658,168
0.01% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
10,111
shares
|
$657,518
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
10,020
shares
|
$651,600
0.09% of portfolio
|
Q4 2024
Reduced 62.49%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
10,009
shares
|
$650,885
0.03% of portfolio
|
Q4 2024
Reduced 22.92%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
9,995
shares
|
$649,974
0.09% of portfolio
|
Q4 2024
Added 30.3%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
9,984
shares
|
$649,259
0.02% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
9,969
shares
|
$648,284
1.21% of portfolio
|
Q3 2023
Added 9.8%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
9,941
shares
|
$646,463
0.26% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
9,882
shares
|
$642,626
0.04% of portfolio
|
Q4 2024
Reduced 83.68%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
9,873
shares
|
$642,041
0.02% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
9,863
shares
|
$641,390
0.18% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
9,783
shares
|
$636,188
0.04% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
9,717
shares
|
$631,896
0.11% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
9,715
shares
|
$631,766
0.34% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,713
shares
|
$631,636
0.11% of portfolio
|
Q3 2024
Reduced 16.34%
|