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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
6,266
shares
|
$463,496
0.03% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
6,260
shares
|
$463,052
0.03% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
6,253
shares
|
$462,534
0.03% of portfolio
|
Q2 2025
Added 62.75%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
6,238
shares
|
$461,424
0.12% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
6,228
shares
|
$460,685
0.05% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
6,192
shares
|
$458,022
0.22% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
6,190
shares
|
$457,874
0.01% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
6,156
shares
|
$455,359
0.03% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
6,138
shares
|
$454,027
0.05% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,125
shares
|
$453,066
0.01% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
6,104
shares
|
$451,512
0.01% of portfolio
|
Q2 2025
Reduced 22.86%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
6,088
shares
|
$450,329
0.05% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
6,075
shares
|
$449,367
0.01% of portfolio
|
Q2 2025
Reduced 26.43%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
6,071
shares
|
$449,071
0.02% of portfolio
|
Q2 2025
Added 100.16%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
6,065
shares
|
$448,628
0.08% of portfolio
|
Q2 2025
Added 30.6%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
6,062
shares
|
$448,406
0.03% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
6,057
shares
|
$448,036
0.04% of portfolio
|
Q2 2025
Added 59.48%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
6,042
shares
|
$446,926
0.08% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
6,022
shares
|
$445,447
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
6,000
shares
|
$443,820
0.11% of portfolio
|
Q1 2024
Added 5.53%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
6,000
shares
|
$443,820
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
5,999
shares
|
$443,746
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,985
shares
|
$442,710
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,956
shares
|
$440,565
0.01% of portfolio
|
Q2 2024
Added 44.46%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
5,945
shares
|
$439,751
0.05% of portfolio
|
Q1 2025
Added 5.99%
|