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 2,049 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
8,129
shares
|
$542,285
0.03% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
8,111
shares
|
$541,084
0.09% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
8,065
shares
|
$538,016
0.1% of portfolio
|
Q4 2024
Reduced 26.68%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
8,028
shares
|
$535,547
0.0% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
8,014
shares
|
$534,613
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vega Investment Solutions
Paris, I0 |
Feb 18, 2025 Q4 2024 |
8,000
shares
|
$533,680
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
7,988
shares
|
$532,879
0.11% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,984
shares
|
$532,612
0.02% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,958
shares
|
$530,878
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,908
shares
|
$527,542
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
7,893
shares
|
$526,542
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
7,890
shares
|
$526,341
0.04% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
7,865
shares
|
$524,674
0.01% of portfolio
|
Q1 2025
Reduced 70.49%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
7,848
shares
|
$523,540
0.01% of portfolio
|
Q3 2023
Reduced 64.72%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
7,766
shares
|
$518,069
0.01% of portfolio
|
Q4 2024
Reduced 52.21%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
7,764
shares
|
$517,936
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
7,674
shares
|
$511,932
0.08% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
7,670
shares
|
$511,665
0.02% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
7,624
shares
|
$508,597
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,608
shares
|
$507,529
0.06% of portfolio
|
Q1 2025
Added 17.33%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
7,590
shares
|
$506,328
0.08% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
7,573
shares
|
$505,194
0.03% of portfolio
|
Q4 2024
Reduced 39.26%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
7,550
shares
|
$503,660
0.24% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
7,528
shares
|
$502,192
0.0% of portfolio
|
Q4 2024
Reduced 58.23%
|