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 |
|---|---|---|---|---|---|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
8,836
shares
|
$653,598
0.52% of portfolio
|
Q4 2022
Added 0.56%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
8,785
shares
|
$649,826
0.11% of portfolio
|
Q2 2025
Reduced 19.84%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
8,722
shares
|
$645,166
0.22% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
8,715
shares
|
$644,648
0.03% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
8,698
shares
|
$643,391
0.05% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8,688
shares
|
$642,651
0.06% of portfolio
|
Q1 2025
Added 28.29%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
8,665
shares
|
$640,950
0.27% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,662
shares
|
$640,728
0.12% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
8,610
shares
|
$636,881
0.17% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
8,585
shares
|
$635,032
0.05% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
8,550
shares
|
$632,443
0.02% of portfolio
|
Q2 2025
Added 44.72%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,535
shares
|
$631,333
0.03% of portfolio
|
Q3 2023
Added 17.69%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,530
shares
|
$630,964
0.09% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
8,528
shares
|
$630,816
0.15% of portfolio
|
Q2 2025
Reduced 36.19%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
8,430
shares
|
$623,567
0.01% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
8,396
shares
|
$621,052
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
8,370
shares
|
$619,128
0.01% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
8,363
shares
|
$618,611
0.18% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
8,351
shares
|
$617,723
0.15% of portfolio
|
Q2 2025
Reduced 41.08%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
8,350
shares
|
$617,649
0.27% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
8,309
shares
|
$614,616
0.04% of portfolio
|
Q2 2025
Added 385.91%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
8,306
shares
|
$614,394
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
8,295
shares
|
$613,581
0.67% of portfolio
|
Q3 2022
Added 3.75%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
8,250
shares
|
$610,252
0.19% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
8,178
shares
|
$604,926
0.16% of portfolio
|
Q2 2025
Reduced 18.93%
|