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 |
|---|---|---|---|---|---|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
3,623
shares
|
$236,654
0.03% of portfolio
|
Q4 2021
Reduced 5.23%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
3,620
shares
|
$236,458
0.46% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
3,600
shares
|
$235,151
0.02% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,598
shares
|
$235,021
0.13% of portfolio
|
Q1 2024
Reduced 14.19%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
3,580
shares
|
$233,845
0.07% of portfolio
|
Q1 2025
Reduced 23.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,580
shares
|
$233,845
0.1% of portfolio
|
Q2 2022
Reduced 13.76%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
3,580
shares
|
$233,845
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Apr 11, 2025 Q1 2025 |
3,561
shares
|
$232,604
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
3,556
shares
|
$232,277
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,548
shares
|
$231,755
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
3,547
shares
|
$231,690
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
3,518
shares
|
$229,795
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
3,451
shares
|
$225,419
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,435
shares
|
$224,374
0.02% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
3,422
shares
|
$223,525
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
3,418
shares
|
$223,263
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
3,400
shares
|
$222,087
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
3,391
shares
|
$221,500
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
3,383
shares
|
$220,977
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
3,357
shares
|
$219,279
0.11% of portfolio
|
Q1 2023
Added 38.72%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
3,355
shares
|
$219,148
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,338
shares
|
$218,038
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
3,337
shares
|
$217,972
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,321
shares
|
$216,927
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,314
shares
|
$216,470
0.03% of portfolio
|
Q4 2024
Reduced 40.65%
|