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 |
|---|---|---|---|---|---|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,088
shares
|
$397,668
0.2% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,085
shares
|
$397,472
0.07% of portfolio
|
Q4 2024
Reduced 64.84%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
6,076
shares
|
$396,884
0.03% of portfolio
|
Q4 2024
Reduced 50.07%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
6,056
shares
|
$395,577
0.03% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
6,027
shares
|
$393,683
0.02% of portfolio
|
Q4 2024
Added 22.75%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
6,013
shares
|
$392,769
0.07% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
6,009
shares
|
$392,507
0.09% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,007
shares
|
$392,377
0.02% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Apr 24, 2025 Q1 2025 |
6,000
shares
|
$391,919
0.11% of portfolio
|
Q1 2024
Added 5.53%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,956
shares
|
$389,045
0.01% of portfolio
|
Q2 2024
Added 44.46%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
5,956
shares
|
$389,045
0.02% of portfolio
|
Q4 2024
Reduced 26.68%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
5,932
shares
|
$387,478
0.05% of portfolio
|
Q4 2024
Reduced 27.79%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
5,930
shares
|
$387,347
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
5,921
shares
|
$386,759
0.02% of portfolio
|
Q4 2024
Reduced 28.54%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
5,905
shares
|
$385,714
0.05% of portfolio
|
Q3 2023
Added 5.94%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
5,904
shares
|
$385,649
0.0% of portfolio
|
Q4 2024
Reduced 52.75%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,901
shares
|
$385,453
0.02% of portfolio
|
Q4 2024
Reduced 72.88%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
5,895
shares
|
$385,061
0.34% of portfolio
|
Q1 2025
Reduced 28.17%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
5,885
shares
|
$384,408
0.2% of portfolio
|
Q3 2023
Added 1.73%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,794
shares
|
$378,464
0.08% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
5,760
shares
|
$376,243
0.17% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,757
shares
|
$376,047
0.01% of portfolio
|
Q4 2024
Reduced 90.93%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
5,752
shares
|
$375,720
0.03% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
5,746
shares
|
$375,328
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
5,727
shares
|
$374,087
0.14% of portfolio
|
Q4 2024
Reduced 25.98%
|