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 |
|---|---|---|---|---|---|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
6,468
shares
|
$422,489
0.28% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
6,467
shares
|
$422,424
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,458
shares
|
$421,836
0.01% of portfolio
|
Q4 2024
Reduced 20.86%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
6,436
shares
|
$420,399
0.06% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
6,426
shares
|
$419,746
0.09% of portfolio
|
Q4 2024
Reduced 17.77%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
6,400
shares
|
$418,047
0.16% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
6,386
shares
|
$417,133
0.19% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
6,363
shares
|
$415,631
0.13% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
6,318
shares
|
$412,691
0.35% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
6,278
shares
|
$410,078
0.05% of portfolio
|
Q1 2025
Reduced 48.98%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,276
shares
|
$409,948
0.05% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
6,276
shares
|
$409,948
0.04% of portfolio
|
Q4 2024
Reduced 13.86%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
6,274
shares
|
$409,817
0.5% of portfolio
|
Q1 2025
Reduced 20.26%
|
|
|
Oldfield Partners LLP
|
Jan 23, 2025 Q4 2024 |
6,200
shares
|
$404,983
0.08% of portfolio
|
Q2 2024
Added 37.78%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,199
shares
|
$404,918
0.05% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
6,197
shares
|
$404,788
0.08% of portfolio
|
Q4 2024
Reduced 22.64%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
6,193
shares
|
$404,526
0.17% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
6,192
shares
|
$404,461
0.23% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
6,189
shares
|
$404,265
0.36% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,176
shares
|
$403,416
0.06% of portfolio
|
Q4 2024
Reduced 47.71%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
6,175
shares
|
$403,350
0.05% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
6,162
shares
|
$402,501
0.0% of portfolio
|
Q4 2024
Reduced 71.47%
|
|
|
Delaney Dennis R
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,150
shares
|
$401,717
0.15% of portfolio
|
Q4 2024
Reduced 31.26%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
6,135
shares
|
$400,738
0.05% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,125
shares
|
$400,084
0.01% of portfolio
|
Q1 2024
Reduced 1.29%
|