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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,328
shares
|
$282,704
0.01% of portfolio
|
Q4 2024
Added 18.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
4,324
shares
|
$282,443
0.03% of portfolio
|
Q1 2025
Reduced 27.69%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
4,320
shares
|
$282,182
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
4,319
shares
|
$282,117
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
4,261
shares
|
$278,328
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
4,250
shares
|
$277,610
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,245
shares
|
$277,283
0.05% of portfolio
|
Q3 2023
Reduced 10.52%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
4,227
shares
|
$276,107
0.04% of portfolio
|
Q1 2025
Reduced 31.2%
|
|
|
Norway Savings Bank
|
Apr 22, 2025 Q1 2025 |
4,219
shares
|
$275,585
0.16% of portfolio
|
Q1 2025
Reduced 48.94%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
4,209
shares
|
$274,931
0.08% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
4,200
shares
|
$274,344
0.22% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
4,177
shares
|
$272,841
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
4,166
shares
|
$272,123
0.12% of portfolio
|
Q4 2023
Added 3.81%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
4,147
shares
|
$270,882
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
4,140
shares
|
$270,424
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
4,130
shares
|
$269,771
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
4,129
shares
|
$269,706
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,108
shares
|
$268,334
0.1% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
4,073
shares
|
$266,048
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
4,061
shares
|
$265,264
0.05% of portfolio
|
Q1 2025
Added 308.55%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,047
shares
|
$264,350
0.04% of portfolio
|
Q3 2022
Added 7.32%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
4,028
shares
|
$263,108
0.03% of portfolio
|
Q1 2025
Reduced 19.6%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
4,005
shares
|
$261,606
0.02% of portfolio
|
Q1 2025
Reduced 88.1%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$261,279
0.1% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
3,982
shares
|
$260,104
0.06% of portfolio
|
Q1 2025
Reduced 25.32%
|