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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,577
shares
|
$412,530
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
5,574
shares
|
$412,308
0.36% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
5,550
shares
|
$410,533
0.14% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
5,510
shares
|
$407,574
0.05% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,493
shares
|
$406,317
0.03% of portfolio
|
Q2 2025
Added 57.3%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
5,487
shares
|
$405,873
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
5,457
shares
|
$403,654
0.24% of portfolio
|
Q4 2024
Reduced 18.93%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,443
shares
|
$402,618
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
5,419
shares
|
$400,843
0.04% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
5,400
shares
|
$399,438
0.12% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
5,384
shares
|
$398,254
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
5,367
shares
|
$396,996
0.25% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
5,360
shares
|
$396,479
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
5,334
shares
|
$394,555
0.02% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
5,329
shares
|
$394,186
0.3% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,320
shares
|
$393,520
0.02% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,289
shares
|
$391,227
0.01% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,285
shares
|
$390,931
0.18% of portfolio
|
Q2 2025
Added 66.72%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
5,263
shares
|
$389,304
0.12% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
5,227
shares
|
$386,641
0.04% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,225
shares
|
$386,493
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
5,205
shares
|
$385,013
0.21% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
5,202
shares
|
$384,791
0.01% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
5,200
shares
|
$384,644
0.12% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
5,176
shares
|
$382,868
0.25% of portfolio
|
Q2 2023
Added 1.53%
|