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 |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
4,725
shares
|
$349,508
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
4,722
shares
|
$349,286
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
4,713
shares
|
$348,620
0.02% of portfolio
|
Q2 2025
Added 39.31%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
4,710
shares
|
$348,398
0.07% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,704
shares
|
$347,954
0.01% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
4,698
shares
|
$347,511
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
4,692
shares
|
$347,067
0.03% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
4,684
shares
|
$346,475
0.06% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
4,683
shares
|
$346,401
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
4,657
shares
|
$344,478
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
4,657
shares
|
$344,478
0.06% of portfolio
|
Q2 2025
Added 34.27%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,652
shares
|
$344,108
0.54% of portfolio
|
Q1 2024
Added 6.53%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
4,644
shares
|
$343,516
0.06% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
4,638
shares
|
$343,072
0.04% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
4,637
shares
|
$342,998
0.2% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
4,628
shares
|
$342,333
0.02% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
4,606
shares
|
$340,705
0.08% of portfolio
|
Q2 2025
Reduced 38.18%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
4,599
shares
|
$340,188
0.19% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
4,599
shares
|
$340,188
0.23% of portfolio
|
Q1 2021
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
4,597
shares
|
$340,040
0.27% of portfolio
|
Q2 2022
Added 545.65%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,562
shares
|
$337,451
0.03% of portfolio
|
Q4 2023
Reduced 33.86%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
4,546
shares
|
$336,267
0.08% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
4,546
shares
|
$336,267
0.22% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
4,545
shares
|
$336,193
0.12% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,536
shares
|
$335,527
0.19% of portfolio
|
Q2 2025
Reduced 33.95%
|