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 2,044 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 $68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
8,589
shares
|
$572,972
0.19% of portfolio
|
Q1 2025
Reduced 29.26%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
8,580
shares
|
$572,371
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,535
shares
|
$569,369
0.03% of portfolio
|
Q3 2023
Added 17.69%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
8,534
shares
|
$569,303
0.33% of portfolio
|
Q4 2024
Reduced 24.2%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
8,524
shares
|
$568,636
0.26% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
8,522
shares
|
$568,502
0.07% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
8,466
shares
|
$564,766
0.06% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,450
shares
|
$563,699
0.09% of portfolio
|
Q4 2024
Reduced 34.94%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
8,449
shares
|
$563,632
0.06% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
8,382
shares
|
$559,163
0.06% of portfolio
|
Q1 2025
Reduced 36.45%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
8,381
shares
|
$559,096
0.07% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,359
shares
|
$557,628
0.18% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
8,332
shares
|
$555,827
0.02% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
8,300
shares
|
$553,693
0.18% of portfolio
|
Q4 2023
Reduced 1.19%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
8,297
shares
|
$553,492
0.29% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
8,295
shares
|
$553,359
0.67% of portfolio
|
Q3 2022
Added 3.75%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
8,273
shares
|
$551,891
0.0% of portfolio
|
Q4 2024
Reduced 12.67%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
8,254
shares
|
$550,624
0.02% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
8,250
shares
|
$550,357
0.19% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
8,229
shares
|
$548,956
0.03% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
8,225
shares
|
$548,689
0.03% of portfolio
|
Q4 2024
Reduced 31.99%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
8,225
shares
|
$548,689
0.53% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
8,164
shares
|
$544,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Feb 13, 2025 Q4 2024 |
8,158
shares
|
$544,220
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
8,136
shares
|
$542,752
0.06% of portfolio
|
Q1 2025
Added 4.41%
|