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 |
|---|---|---|---|---|---|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
3,039
shares
|
$198,507
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
3,033
shares
|
$198,115
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,019
shares
|
$197,201
0.0% of portfolio
|
Q3 2022
Reduced 58.47%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,013
shares
|
$196,809
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
2,995
shares
|
$195,633
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
2,992
shares
|
$195,437
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
2,990
shares
|
$195,306
0.08% of portfolio
|
Q1 2025
Added 321.13%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
2,989
shares
|
$195,241
0.07% of portfolio
|
Q1 2025
Reduced 46.31%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,985
shares
|
$194,980
0.01% of portfolio
|
Q4 2024
Reduced 15.73%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
2,982
shares
|
$194,784
0.15% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,978
shares
|
$194,522
0.33% of portfolio
|
Q3 2022
Reduced 42.68%
|
|
|
Blodgett Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,965
shares
|
$193,673
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
2,965
shares
|
$193,673
0.04% of portfolio
|
Q1 2025
Reduced 58.36%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,923
shares
|
$190,930
0.06% of portfolio
|
Q4 2022
Added 0.1%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,923
shares
|
$190,930
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,893
shares
|
$188,970
0.0% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
2,788
shares
|
$182,112
0.1% of portfolio
|
Q2 2022
Reduced 92.87%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,780
shares
|
$181,589
0.01% of portfolio
|
Q3 2021
Reduced 7.86%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,777
shares
|
$181,393
0.01% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
2,769
shares
|
$180,871
0.07% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
2,765
shares
|
$180,609
0.23% of portfolio
|
Q4 2023
Reduced 38.07%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
2,731
shares
|
$178,388
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,688
shares
|
$175,580
0.08% of portfolio
|
Q4 2024
Reduced 78.66%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,648
shares
|
$172,967
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,646
shares
|
$172,836
0.11% of portfolio
|
Q4 2023
Added 5913.64%
|