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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
5,360
shares
|
$350,115
0.02% of portfolio
|
Q4 2024
Reduced 41.02%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
5,336
shares
|
$348,547
0.06% of portfolio
|
Q1 2025
Added 43.36%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
5,334
shares
|
$348,416
0.02% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
5,329
shares
|
$348,090
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
5,314
shares
|
$347,110
0.0% of portfolio
|
Q4 2024
Added 17.54%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,283
shares
|
$345,085
0.01% of portfolio
|
Q4 2024
Reduced 22.49%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
5,276
shares
|
$344,628
0.01% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
5,265
shares
|
$343,909
0.01% of portfolio
|
Q4 2024
Reduced 27.37%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
5,245
shares
|
$342,603
0.13% of portfolio
|
Q4 2024
Reduced 47.24%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,241
shares
|
$342,342
0.07% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
5,219
shares
|
$340,905
0.03% of portfolio
|
Q1 2025
Reduced 64.31%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
5,190
shares
|
$339,010
0.01% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,187
shares
|
$338,814
0.01% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
5,176
shares
|
$338,096
0.25% of portfolio
|
Q2 2023
Added 1.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
5,174
shares
|
$337,965
0.01% of portfolio
|
Q4 2024
Reduced 27.47%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,173
shares
|
$337,900
0.04% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
5,165
shares
|
$337,377
0.15% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,133
shares
|
$335,287
0.09% of portfolio
|
Q2 2023
Added 2.52%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
5,127
shares
|
$334,895
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
5,122
shares
|
$334,569
0.06% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
5,100
shares
|
$333,131
0.12% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
5,086
shares
|
$332,217
0.01% of portfolio
|
Q4 2024
Reduced 25.94%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
5,084
shares
|
$332,086
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,073
shares
|
$331,368
0.73% of portfolio
|
Q4 2022
Added 9.47%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
5,073
shares
|
$331,368
0.12% of portfolio
|
Q2 2024
Reduced 84.51%
|