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 |
|---|---|---|---|---|---|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
5,943
shares
|
$439,603
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,938
shares
|
$439,233
0.2% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Aug 11, 2025 Q2 2025 |
5,930
shares
|
$438,642
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,896
shares
|
$436,127
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
5,888
shares
|
$435,535
0.07% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
5,885
shares
|
$435,313
0.2% of portfolio
|
Q3 2023
Added 1.73%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,875
shares
|
$434,573
0.02% of portfolio
|
Q2 2025
Reduced 19.54%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,861
shares
|
$433,538
0.2% of portfolio
|
Q2 2025
Reduced 31.76%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,832
shares
|
$431,393
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
5,798
shares
|
$428,878
0.02% of portfolio
|
Q2 2025
Reduced 27.38%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
5,795
shares
|
$428,656
0.21% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
5,770
shares
|
$426,806
0.08% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
5,769
shares
|
$426,732
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
5,756
shares
|
$425,771
0.06% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
5,727
shares
|
$423,626
0.23% of portfolio
|
Q4 2024
Reduced 25.98%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
5,702
shares
|
$421,776
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
5,685
shares
|
$420,519
0.05% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,657
shares
|
$418,448
0.21% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,657
shares
|
$418,448
0.08% of portfolio
|
Q3 2022
Reduced 13.1%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
5,657
shares
|
$418,448
0.01% of portfolio
|
Q2 2025
Added 45.05%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,639
shares
|
$417,116
0.07% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
5,632
shares
|
$416,599
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,623
shares
|
$415,933
0.05% of portfolio
|
Q2 2025
Reduced 67.73%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,619
shares
|
$415,637
0.02% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
5,605
shares
|
$414,601
0.03% of portfolio
|
Q2 2025
Reduced 52.04%
|