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 |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,136
shares
|
$305,939
0.03% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
4,119
shares
|
$304,682
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
4,102
shares
|
$303,424
0.08% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
4,100
shares
|
$303,277
0.02% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,081
shares
|
$301,871
0.01% of portfolio
|
Q2 2025
Reduced 49.14%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
4,075
shares
|
$301,427
0.02% of portfolio
|
Q2 2025
Added 33.26%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
4,065
shares
|
$300,688
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
4,064
shares
|
$300,614
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
4,052
shares
|
$299,726
0.05% of portfolio
|
Q2 2025
Reduced 49.62%
|
|
|
Whitebox Advisors LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,050
shares
|
$299,578
0.01% of portfolio
|
Q1 2025
Reduced 27.03%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,047
shares
|
$299,356
0.04% of portfolio
|
Q3 2022
Added 7.32%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
4,042
shares
|
$298,986
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,008
shares
|
$296,471
0.01% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
4,007
shares
|
$296,397
0.02% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
4,006
shares
|
$296,323
0.0% of portfolio
|
Q2 2025
Added 14.75%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
4,003
shares
|
$296,101
0.01% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
4,000
shares
|
$295,880
0.14% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,982
shares
|
$294,548
0.13% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
3,981
shares
|
$294,474
0.06% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
3,975
shares
|
$294,030
0.03% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
3,971
shares
|
$293,734
0.21% of portfolio
|
Q2 2025
Reduced 35.84%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
3,965
shares
|
$293,291
0.01% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,957
shares
|
$292,699
0.01% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,957
shares
|
$292,699
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,956
shares
|
$292,625
0.02% of portfolio
|
Q2 2025
Added 16.22%
|