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 |
|---|---|---|---|---|---|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
7,196
shares
|
$532,288
0.3% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
7,185
shares
|
$531,474
0.02% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Mass Ave Global Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
7,156
shares
|
$529,329
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
7,153
shares
|
$529,107
0.09% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
7,100
shares
|
$525,187
0.06% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
7,088
shares
|
$524,299
0.08% of portfolio
|
Q2 2025
Reduced 20.07%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
7,023
shares
|
$519,491
0.39% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,001
shares
|
$517,863
0.04% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
6,970
shares
|
$515,570
0.01% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
6,967
shares
|
$515,348
0.14% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
6,950
shares
|
$514,091
0.33% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
6,933
shares
|
$512,834
0.04% of portfolio
|
Q2 2025
Added 40.63%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jul 11, 2025 Q2 2025 |
6,923
shares
|
$512,094
0.52% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
6,879
shares
|
$508,839
0.46% of portfolio
|
Q2 2022
Added 5.28%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
6,871
shares
|
$508,247
0.05% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,864
shares
|
$507,730
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,847
shares
|
$506,472
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,839
shares
|
$505,880
0.05% of portfolio
|
Q2 2025
Reduced 77.56%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,833
shares
|
$505,437
0.04% of portfolio
|
Q4 2024
Reduced 89.64%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
6,808
shares
|
$503,587
0.2% of portfolio
|
Q2 2025
Reduced 43.3%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Jul 23, 2025 Q2 2025 |
6,784
shares
|
$501,812
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,773
shares
|
$500,998
0.0% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,756
shares
|
$499,741
0.06% of portfolio
|
Q4 2022
Reduced 2.06%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
6,740
shares
|
$498,557
0.02% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
6,740
shares
|
$498,557
0.29% of portfolio
|
Q2 2025
Added 4.21%
|