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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
3,946
shares
|
$291,885
0.14% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,945
shares
|
$291,811
0.05% of portfolio
|
Q2 2025
Reduced 42.97%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
3,925
shares
|
$290,332
0.02% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
3,920
shares
|
$289,962
0.04% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,918
shares
|
$289,814
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,882
shares
|
$287,151
0.04% of portfolio
|
Q2 2025
Reduced 13.75%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
3,881
shares
|
$287,077
0.12% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,875
shares
|
$286,633
0.94% of portfolio
|
Q3 2023
Added 7.1%
|
|
|
Diametric Capital, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,860
shares
|
$285,524
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
3,858
shares
|
$285,376
0.0% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
3,852
shares
|
$284,932
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,844
shares
|
$284,340
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
3,839
shares
|
$283,970
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
3,838
shares
|
$283,896
0.02% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
3,834
shares
|
$283,600
0.06% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
3,825
shares
|
$282,935
0.05% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
3,817
shares
|
$282,343
0.01% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,814
shares
|
$282,121
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,809
shares
|
$281,751
0.11% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,805
shares
|
$281,455
0.01% of portfolio
|
Q4 2023
Reduced 8.09%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
3,803
shares
|
$281,307
0.06% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
3,796
shares
|
$280,790
0.12% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
3,794
shares
|
$280,642
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,794
shares
|
$280,642
0.03% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
3,783
shares
|
$279,828
0.02% of portfolio
|
Q2 2025
Added 5.2%
|