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 |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
5,162
shares
|
$381,833
0.11% of portfolio
|
Q2 2025
Added 37.32%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
5,151
shares
|
$381,019
0.14% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
5,147
shares
|
$380,723
0.03% of portfolio
|
Q2 2025
Reduced 28.85%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,133
shares
|
$379,688
0.09% of portfolio
|
Q2 2023
Added 2.52%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
5,115
shares
|
$378,356
0.08% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
5,088
shares
|
$376,359
0.16% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
5,074
shares
|
$375,323
0.14% of portfolio
|
Q2 2025
Reduced 20.54%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,073
shares
|
$375,249
0.73% of portfolio
|
Q4 2022
Added 9.47%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
5,073
shares
|
$375,249
0.12% of portfolio
|
Q2 2024
Reduced 84.51%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Jul 29, 2025 Q2 2025 |
5,061
shares
|
$374,362
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
5,053
shares
|
$373,770
0.05% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
5,036
shares
|
$372,512
0.31% of portfolio
|
Q2 2025
Added 51.14%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,034
shares
|
$372,364
0.01% of portfolio
|
Q4 2024
Reduced 18.08%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
5,005
shares
|
$370,219
0.08% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
5,000
shares
|
$369,850
0.04% of portfolio
|
Q4 2023
Reduced 40.83%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$369,850
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,990
shares
|
$369,110
0.14% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
4,989
shares
|
$369,036
0.43% of portfolio
|
Q4 2023
Reduced 28.91%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
4,985
shares
|
$368,740
0.06% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,984
shares
|
$368,666
0.02% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,981
shares
|
$368,444
0.04% of portfolio
|
Q2 2024
Reduced 13.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,966
shares
|
$367,335
0.01% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
4,954
shares
|
$366,447
0.08% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
4,950
shares
|
$366,151
0.03% of portfolio
|
Q1 2025
Reduced 39.85%
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
4,950
shares
|
$366,151
0.13% of portfolio
|
Q2 2025
New holding
|