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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
9,449
shares
|
$698,942
0.07% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
9,437
shares
|
$698,054
0.01% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
9,432
shares
|
$697,685
0.01% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
9,360
shares
|
$692,359
0.21% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,333
shares
|
$690,362
0.01% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
9,333
shares
|
$690,362
0.25% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
9,318
shares
|
$689,252
0.3% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
9,297
shares
|
$687,699
0.13% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
9,281
shares
|
$686,515
0.13% of portfolio
|
Q2 2025
Added 106.52%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,255
shares
|
$684,592
0.96% of portfolio
|
Q3 2022
Reduced 90.53%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
9,179
shares
|
$678,970
0.35% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
9,170
shares
|
$678,304
0.03% of portfolio
|
Q2 2025
Reduced 93.74%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,146
shares
|
$676,529
0.02% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,129
shares
|
$675,272
0.02% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
9,104
shares
|
$673,422
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
9,064
shares
|
$670,464
0.15% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
9,053
shares
|
$669,650
0.05% of portfolio
|
Q2 2025
Added 34.3%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
9,010
shares
|
$666,469
0.51% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
9,002
shares
|
$665,877
0.04% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
8,989
shares
|
$664,916
0.25% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
8,973
shares
|
$663,732
0.01% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
8,919
shares
|
$659,738
0.01% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
8,917
shares
|
$659,590
0.04% of portfolio
|
Q4 2024
Reduced 40.01%
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
8,890
shares
|
$657,593
0.38% of portfolio
|
Q2 2025
Reduced 26.07%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
8,883
shares
|
$657,075
0.17% of portfolio
|
Q2 2025
Added 0.52%
|