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 |
|---|---|---|---|---|---|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
6,721
shares
|
$497,152
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
6,720
shares
|
$497,078
0.08% of portfolio
|
Q1 2025
Reduced 46.5%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
6,713
shares
|
$496,560
0.0% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
6,712
shares
|
$496,486
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
6,677
shares
|
$493,897
0.01% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
6,598
shares
|
$488,054
0.09% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
6,541
shares
|
$483,837
0.7% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
6,529
shares
|
$482,950
0.01% of portfolio
|
Q2 2025
Added 116.69%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
6,521
shares
|
$482,358
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,516
shares
|
$481,988
0.04% of portfolio
|
Q3 2023
Reduced 72.25%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
6,510
shares
|
$481,544
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
6,500
shares
|
$480,805
0.13% of portfolio
|
Q1 2025
Reduced 31.58%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
6,489
shares
|
$479,991
0.29% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
6,440
shares
|
$476,366
0.02% of portfolio
|
Q2 2025
Reduced 34.17%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
6,387
shares
|
$472,446
0.15% of portfolio
|
Q2 2025
Added 27.23%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
6,376
shares
|
$471,632
0.06% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
6,374
shares
|
$471,484
0.02% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
6,373
shares
|
$471,410
0.02% of portfolio
|
Q2 2025
Reduced 50.18%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
6,370
shares
|
$471,188
0.01% of portfolio
|
Q2 2025
Added 48.87%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
6,355
shares
|
$470,079
0.1% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
6,318
shares
|
$467,342
0.35% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,306
shares
|
$466,454
0.04% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
6,284
shares
|
$464,827
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
6,268
shares
|
$463,643
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
6,267
shares
|
$463,569
0.12% of portfolio
|
Q2 2025
Added 1.42%
|