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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,598
shares
|
$266,144
0.13% of portfolio
|
Q1 2024
Reduced 14.19%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
3,580
shares
|
$264,812
0.07% of portfolio
|
Q1 2025
Reduced 23.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,580
shares
|
$264,812
0.1% of portfolio
|
Q2 2022
Reduced 13.76%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
3,573
shares
|
$264,294
0.14% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
3,570
shares
|
$264,072
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,565
shares
|
$263,703
0.16% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,548
shares
|
$262,445
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,548
shares
|
$262,445
0.02% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
3,542
shares
|
$262,001
0.01% of portfolio
|
Q2 2025
Added 17.79%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
3,540
shares
|
$261,853
0.02% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
3,531
shares
|
$261,188
0.02% of portfolio
|
Q2 2025
Reduced 27.76%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,506
shares
|
$259,338
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
3,504
shares
|
$259,190
0.06% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$258,895
0.04% of portfolio
|
Q2 2025
Reduced 33.16%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,493
shares
|
$258,377
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
3,469
shares
|
$256,601
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
3,462
shares
|
$256,084
0.12% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
3,458
shares
|
$255,788
0.26% of portfolio
|
Q2 2025
Reduced 44.88%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
3,442
shares
|
$254,604
0.01% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,441
shares
|
$254,530
0.0% of portfolio
|
Q2 2025
Reduced 23.79%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
3,426
shares
|
$253,421
0.21% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,423
shares
|
$253,199
0.02% of portfolio
|
Q2 2025
Reduced 19.0%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
3,422
shares
|
$253,125
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,418
shares
|
$252,829
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
3,387
shares
|
$250,536
0.0% of portfolio
|
Q2 2025
New holding
|