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 2,030 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 $66.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,864
shares
|
$448,356
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,833
shares
|
$446,331
0.04% of portfolio
|
Q4 2024
Reduced 89.64%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
6,824
shares
|
$445,743
0.02% of portfolio
|
Q4 2024
Reduced 30.9%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
6,822
shares
|
$445,613
0.11% of portfolio
|
Q4 2024
Reduced 64.66%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
6,814
shares
|
$445,090
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,806
shares
|
$444,567
0.01% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
6,772
shares
|
$442,347
0.03% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
6,761
shares
|
$441,628
0.03% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,756
shares
|
$441,301
0.06% of portfolio
|
Q4 2022
Reduced 2.06%
|
|
|
Williams Financial, LLC
Bennington, VT |
Apr 23, 2025 Q1 2025 |
6,756
shares
|
$441,301
0.37% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
6,752
shares
|
$441,040
0.12% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
6,731
shares
|
$439,668
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
6,721
shares
|
$439,015
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
6,712
shares
|
$438,427
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
6,693
shares
|
$437,186
0.01% of portfolio
|
Q4 2024
Reduced 19.25%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,688
shares
|
$436,860
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
6,679
shares
|
$436,272
0.05% of portfolio
|
Q4 2024
Added 26.78%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
6,676
shares
|
$436,076
0.11% of portfolio
|
Q4 2024
Reduced 43.23%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
6,669
shares
|
$435,619
0.0% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
6,663
shares
|
$435,227
0.02% of portfolio
|
Q4 2024
Reduced 43.81%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
6,598
shares
|
$430,981
0.01% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
6,589
shares
|
$430,393
0.05% of portfolio
|
Q4 2024
Reduced 22.01%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
6,541
shares
|
$427,258
0.7% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
6,532
shares
|
$426,670
0.03% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,516
shares
|
$425,625
0.04% of portfolio
|
Q3 2023
Reduced 72.25%
|