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 |
|---|---|---|---|---|---|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,526
shares
|
$502,059
0.03% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
7,451
shares
|
$497,056
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
7,437
shares
|
$496,122
0.18% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
7,421
shares
|
$495,054
0.16% of portfolio
|
Q4 2024
Reduced 84.2%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
7,353
shares
|
$490,518
0.1% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
7,346
shares
|
$490,051
0.01% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
7,331
shares
|
$489,051
0.02% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
7,328
shares
|
$488,850
0.03% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
7,327
shares
|
$488,784
0.02% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,320
shares
|
$488,317
0.27% of portfolio
|
Q4 2022
Reduced 98.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
7,302
shares
|
$487,116
0.02% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
7,302
shares
|
$487,116
0.07% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
7,234
shares
|
$482,580
0.04% of portfolio
|
Q1 2025
Added 36.9%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,222
shares
|
$481,779
0.19% of portfolio
|
Q4 2024
Reduced 38.48%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
7,221
shares
|
$481,712
0.03% of portfolio
|
Q4 2024
Reduced 16.23%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
7,217
shares
|
$481,446
0.03% of portfolio
|
Q1 2025
Added 21.89%
|
|
|
Mass Ave Global Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
7,156
shares
|
$477,376
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
7,112
shares
|
$474,441
0.04% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
7,096
shares
|
$473,374
0.24% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
7,023
shares
|
$468,504
0.47% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
7,018
shares
|
$468,170
0.03% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,011
shares
|
$467,703
0.05% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,008
shares
|
$467,503
0.04% of portfolio
|
Q1 2025
Added 100014.29%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
6,963
shares
|
$464,501
0.04% of portfolio
|
Q4 2024
Reduced 76.09%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,960
shares
|
$464,301
0.04% of portfolio
|
Q1 2025
Reduced 43.62%
|