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 |
|---|---|---|---|---|---|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
8,124
shares
|
$600,932
0.05% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
8,083
shares
|
$597,899
0.05% of portfolio
|
Q2 2025
Added 86.93%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
8,025
shares
|
$593,609
0.05% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,019
shares
|
$593,165
0.05% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
8,000
shares
|
$591,760
0.19% of portfolio
|
Q1 2025
Reduced 30.51%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
7,998
shares
|
$591,612
0.17% of portfolio
|
Q2 2025
Reduced 22.47%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
7,997
shares
|
$591,538
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
7,929
shares
|
$586,508
0.02% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
7,912
shares
|
$585,250
0.06% of portfolio
|
Q2 2025
Reduced 25.86%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
7,911
shares
|
$585,176
0.06% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,908
shares
|
$584,954
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
7,893
shares
|
$583,845
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
7,887
shares
|
$583,401
0.02% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
7,862
shares
|
$581,552
0.04% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
7,836
shares
|
$579,628
0.09% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
7,830
shares
|
$579,185
0.05% of portfolio
|
Q2 2025
Added 23.7%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
7,823
shares
|
$578,667
0.02% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
7,793
shares
|
$576,448
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,791
shares
|
$576,300
0.25% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
7,746
shares
|
$572,971
0.02% of portfolio
|
Q2 2025
Reduced 89.29%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
7,737
shares
|
$572,305
0.01% of portfolio
|
Q2 2025
Reduced 24.56%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
7,729
shares
|
$571,714
0.2% of portfolio
|
Q2 2025
Reduced 22.12%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
7,714
shares
|
$570,604
0.06% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
7,686
shares
|
$568,533
0.02% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
7,674
shares
|
$567,645
0.08% of portfolio
|
Q1 2025
Reduced 5.57%
|