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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
5,069
shares
|
$331,107
0.03% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
5,060
shares
|
$330,519
0.09% of portfolio
|
Q1 2025
Reduced 83.11%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
5,057
shares
|
$330,323
0.04% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,034
shares
|
$328,820
0.01% of portfolio
|
Q4 2024
Reduced 18.08%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
5,023
shares
|
$328,102
0.04% of portfolio
|
Q4 2024
Reduced 34.68%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
5,020
shares
|
$327,906
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
5,017
shares
|
$327,710
0.08% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
5,001
shares
|
$326,665
0.05% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
5,000
shares
|
$326,599
0.03% of portfolio
|
Q4 2023
Reduced 40.83%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,990
shares
|
$325,946
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
|
$325,881
0.43% of portfolio
|
Q4 2023
Reduced 28.91%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
4,987
shares
|
$325,750
0.15% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,984
shares
|
$325,554
0.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,981
shares
|
$325,358
0.04% of portfolio
|
Q2 2024
Reduced 13.21%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
4,981
shares
|
$325,358
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
4,950
shares
|
$323,333
0.05% of portfolio
|
Q1 2025
Reduced 28.73%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
4,944
shares
|
$322,942
0.01% of portfolio
|
Q4 2024
Added 17.38%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
4,938
shares
|
$322,550
0.0% of portfolio
|
Q4 2024
Reduced 29.75%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4,937
shares
|
$322,484
0.07% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
4,935
shares
|
$322,354
0.12% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,930
shares
|
$322,027
0.03% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
4,918
shares
|
$321,243
0.01% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
4,915
shares
|
$321,047
0.16% of portfolio
|
Q4 2024
Reduced 19.6%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
4,893
shares
|
$319,610
0.12% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,888
shares
|
$319,284
0.02% of portfolio
|
Q4 2024
Reduced 27.08%
|