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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
4,872
shares
|
$318,239
0.02% of portfolio
|
Q4 2024
Reduced 27.73%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
4,871
shares
|
$318,173
0.01% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
4,853
shares
|
$316,997
0.07% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
4,851
shares
|
$316,867
0.03% of portfolio
|
Q4 2024
Reduced 59.66%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
4,848
shares
|
$316,671
0.05% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
4,847
shares
|
$316,606
0.02% of portfolio
|
Q4 2024
Reduced 19.86%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Feb 14, 2025 Q4 2024 |
4,835
shares
|
$315,822
0.24% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
4,824
shares
|
$315,103
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
4,805
shares
|
$313,862
0.36% of portfolio
|
Q4 2021
Added 3.22%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
4,802
shares
|
$313,666
0.13% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
4,797
shares
|
$313,340
0.2% of portfolio
|
Q1 2025
Reduced 19.78%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
4,771
shares
|
$311,641
0.03% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
4,758
shares
|
$310,792
0.62% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
4,749
shares
|
$310,204
0.08% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,748
shares
|
$310,139
0.04% of portfolio
|
Q3 2022
Added 4.44%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,742
shares
|
$309,747
0.05% of portfolio
|
Q3 2023
Added 8.12%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
4,736
shares
|
$309,355
0.01% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
4,719
shares
|
$308,245
0.01% of portfolio
|
Q1 2025
Added 41.37%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
4,700
shares
|
$307,003
0.02% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
4,687
shares
|
$306,154
0.04% of portfolio
|
Q4 2024
Added 69.45%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
4,684
shares
|
$305,958
0.06% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,652
shares
|
$303,868
0.54% of portfolio
|
Q1 2024
Added 6.53%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,642
shares
|
$303,215
0.02% of portfolio
|
Q4 2024
Reduced 19.07%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
4,637
shares
|
$302,888
0.06% of portfolio
|
Q4 2024
Reduced 51.15%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
4,626
shares
|
$302,170
0.09% of portfolio
|
Q4 2024
Added 0.52%
|