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 |
|---|---|---|---|---|---|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
3,782
shares
|
$279,754
0.07% of portfolio
|
Q2 2025
Reduced 43.81%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
3,763
shares
|
$278,349
0.09% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
3,755
shares
|
$277,757
0.01% of portfolio
|
Q2 2025
Reduced 23.8%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,752
shares
|
$277,535
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
3,746
shares
|
$277,091
0.07% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
3,738
shares
|
$276,499
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
3,731
shares
|
$275,982
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,730
shares
|
$275,908
0.06% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
3,727
shares
|
$275,686
0.02% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
3,727
shares
|
$275,686
0.01% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
3,718
shares
|
$275,020
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
3,705
shares
|
$274,058
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
3,700
shares
|
$273,689
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
3,699
shares
|
$273,615
0.04% of portfolio
|
Q2 2025
Added 12.91%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
3,699
shares
|
$273,615
0.08% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,698
shares
|
$273,541
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,680
shares
|
$272,209
0.03% of portfolio
|
Q2 2025
Reduced 37.79%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
3,654
shares
|
$270,286
0.21% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
3,653
shares
|
$270,212
0.26% of portfolio
|
Q1 2025
Reduced 28.15%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
3,648
shares
|
$269,842
0.01% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
3,623
shares
|
$267,993
0.03% of portfolio
|
Q4 2021
Reduced 5.23%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
3,620
shares
|
$267,771
0.46% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
3,611
shares
|
$267,105
0.01% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
3,601
shares
|
$266,365
0.05% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,600
shares
|
$266,292
0.03% of portfolio
|
Q2 2025
Reduced 60.5%
|