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 |
|---|---|---|---|---|---|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,526
shares
|
$334,788
0.01% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Keystone Financial Planning, Inc.
|
Jul 31, 2025 Q2 2025 |
4,521
shares
|
$334,418
0.1% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,519
shares
|
$334,270
0.12% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
4,519
shares
|
$334,270
0.03% of portfolio
|
Q2 2025
Reduced 59.9%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
4,518
shares
|
$334,196
0.05% of portfolio
|
Q1 2025
Reduced 17.19%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
4,512
shares
|
$333,752
0.25% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
4,500
shares
|
$332,865
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
4,491
shares
|
$332,199
0.2% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,487
shares
|
$331,903
0.25% of portfolio
|
Q2 2023
Reduced 6.97%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 08, 2025 Q2 2025 |
4,485
shares
|
$331,755
0.32% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
4,468
shares
|
$330,497
0.01% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
4,444
shares
|
$328,722
0.03% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,426
shares
|
$327,391
0.07% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
4,421
shares
|
$327,021
0.06% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
4,414
shares
|
$326,503
0.13% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
4,392
shares
|
$324,876
0.04% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
4,389
shares
|
$324,654
0.04% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
4,377
shares
|
$323,766
0.11% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
4,370
shares
|
$323,248
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,343
shares
|
$321,251
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,336
shares
|
$320,733
0.1% of portfolio
|
Q2 2025
Added 14.59%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
4,332
shares
|
$320,438
0.01% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
4,331
shares
|
$320,364
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
4,325
shares
|
$319,920
0.04% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
4,323
shares
|
$319,772
0.26% of portfolio
|
Q2 2025
Reduced 0.23%
|