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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
3,978
shares
|
$259,842
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,957
shares
|
$258,471
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
3,951
shares
|
$258,079
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
3,937
shares
|
$257,164
0.03% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
3,932
shares
|
$256,838
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
3,928
shares
|
$256,576
0.02% of portfolio
|
Q1 2025
Reduced 32.6%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
3,928
shares
|
$256,576
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,918
shares
|
$255,923
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
3,904
shares
|
$255,009
0.22% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,881
shares
|
$253,506
0.12% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,875
shares
|
$253,114
0.94% of portfolio
|
Q3 2023
Added 7.1%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
3,875
shares
|
$253,114
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,862
shares
|
$252,265
0.01% of portfolio
|
Q4 2024
Reduced 95.09%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
3,847
shares
|
$251,286
0.07% of portfolio
|
Q1 2025
Reduced 34.76%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
3,838
shares
|
$250,698
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,822
shares
|
$249,653
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,805
shares
|
$248,542
0.01% of portfolio
|
Q4 2023
Reduced 8.09%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,785
shares
|
$247,236
0.08% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
3,784
shares
|
$247,170
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
3,780
shares
|
$246,909
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
3,776
shares
|
$246,648
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
3,705
shares
|
$242,010
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
3,704
shares
|
$241,945
0.01% of portfolio
|
Q4 2024
Reduced 39.76%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
3,687
shares
|
$240,834
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
3,652
shares
|
$238,548
0.02% of portfolio
|
Q1 2025
New holding
|