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 |
|---|---|---|---|---|---|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
4,319
shares
|
$319,476
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,318
shares
|
$319,402
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,304
shares
|
$318,366
0.03% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
4,298
shares
|
$317,923
0.02% of portfolio
|
Q2 2025
Reduced 20.85%
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Jul 18, 2025 Q2 2025 |
4,291
shares
|
$317,405
0.02% of portfolio
|
Q1 2025
Added 116.72%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,276
shares
|
$316,295
0.03% of portfolio
|
Q2 2025
Reduced 17.34%
|
|
|
Penbrook Management LLC
|
Jul 25, 2025 Q2 2025 |
4,275
shares
|
$316,221
0.23% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
4,272
shares
|
$315,999
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
4,265
shares
|
$315,482
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,254
shares
|
$314,668
0.07% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
4,250
shares
|
$314,372
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,245
shares
|
$314,002
0.05% of portfolio
|
Q3 2023
Reduced 10.52%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
4,238
shares
|
$313,484
0.03% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
4,233
shares
|
$313,115
0.01% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
4,228
shares
|
$312,745
0.08% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
4,227
shares
|
$312,671
0.14% of portfolio
|
Q2 2025
Reduced 15.04%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
4,226
shares
|
$312,597
0.02% of portfolio
|
Q2 2025
Reduced 19.54%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
4,224
shares
|
$312,449
0.01% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
4,200
shares
|
$310,674
0.22% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
4,183
shares
|
$309,416
0.34% of portfolio
|
Q2 2025
Reduced 20.9%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,180
shares
|
$309,194
0.03% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
4,173
shares
|
$308,676
0.02% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
4,166
shares
|
$308,159
0.12% of portfolio
|
Q4 2023
Added 3.81%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
4,158
shares
|
$307,567
0.1% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Birch Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
4,138
shares
|
$306,087
0.15% of portfolio
|
Q2 2025
Reduced 5.68%
|