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 |
|---|---|---|---|---|---|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
4,950
shares
|
$366,151
0.05% of portfolio
|
Q1 2025
Reduced 28.73%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
4,944
shares
|
$365,707
0.01% of portfolio
|
Q4 2024
Added 17.38%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4,937
shares
|
$365,189
0.07% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,935
shares
|
$365,041
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
4,913
shares
|
$363,414
0.0% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,871
shares
|
$360,307
0.02% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
4,867
shares
|
$360,011
0.02% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
4,846
shares
|
$358,458
0.11% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,823
shares
|
$356,757
0.01% of portfolio
|
Q2 2025
Added 16.89%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
4,812
shares
|
$355,943
0.03% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
4,809
shares
|
$355,721
0.05% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
4,807
shares
|
$355,573
0.16% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
4,805
shares
|
$355,425
0.36% of portfolio
|
Q4 2021
Added 3.22%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,801
shares
|
$355,129
0.04% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,800
shares
|
$355,056
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
4,781
shares
|
$353,650
0.01% of portfolio
|
Q2 2025
Reduced 67.77%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
4,779
shares
|
$353,502
0.02% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
4,771
shares
|
$352,910
0.03% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
4,771
shares
|
$352,910
0.0% of portfolio
|
Q2 2025
Added 17.22%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
4,760
shares
|
$352,097
0.13% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
4,758
shares
|
$351,949
0.62% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,748
shares
|
$351,209
0.04% of portfolio
|
Q3 2022
Added 4.44%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
4,744
shares
|
$350,913
0.01% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,742
shares
|
$350,765
0.05% of portfolio
|
Q3 2023
Added 8.12%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,740
shares
|
$350,617
0.03% of portfolio
|
Q2 2025
New holding
|