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 |
|---|---|---|---|---|---|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
9,919
shares
|
$733,708
0.0% of portfolio
|
Q2 2025
Reduced 90.16%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
9,914
shares
|
$733,338
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,882
shares
|
$730,971
0.02% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
9,882
shares
|
$730,971
0.03% of portfolio
|
Q4 2024
Reduced 83.68%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
9,880
shares
|
$730,823
0.25% of portfolio
|
Q2 2025
Added 230.43%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
9,833
shares
|
$727,347
0.48% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
9,831
shares
|
$727,199
0.01% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
9,825
shares
|
$726,755
0.29% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
9,798
shares
|
$724,758
0.18% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
9,767
shares
|
$722,464
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
9,757
shares
|
$721,725
0.01% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
9,748
shares
|
$721,059
0.07% of portfolio
|
Q1 2025
Reduced 47.72%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
9,747
shares
|
$720,985
0.06% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,713
shares
|
$718,470
0.11% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
9,700
shares
|
$717,509
0.23% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
9,694
shares
|
$717,065
0.3% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
9,653
shares
|
$714,032
0.44% of portfolio
|
Q2 2025
Added 47.42%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
9,603
shares
|
$710,333
0.26% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
9,576
shares
|
$708,336
0.02% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
9,548
shares
|
$706,265
0.1% of portfolio
|
Q2 2025
Added 135.11%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
9,541
shares
|
$705,747
0.24% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
9,541
shares
|
$705,747
0.04% of portfolio
|
Q1 2025
Added 131.69%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
9,537
shares
|
$705,451
0.02% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
9,478
shares
|
$701,087
0.04% of portfolio
|
Q2 2025
Added 30.77%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
9,450
shares
|
$699,016
0.1% of portfolio
|
Q4 2024
New holding
|