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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
3,383
shares
|
$250,240
0.04% of portfolio
|
Q2 2025
Added 422.87%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
3,382
shares
|
$250,166
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,371
shares
|
$249,352
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
3,357
shares
|
$248,317
0.11% of portfolio
|
Q1 2023
Added 38.72%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,352
shares
|
$247,947
0.05% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,350
shares
|
$247,799
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,348
shares
|
$247,651
0.02% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
3,317
shares
|
$245,358
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
3,311
shares
|
$244,914
0.02% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
3,308
shares
|
$244,692
0.16% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
3,296
shares
|
$243,805
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
3,294
shares
|
$243,657
0.06% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
3,281
shares
|
$242,695
0.05% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
3,280
shares
|
$242,621
0.05% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
3,264
shares
|
$241,438
0.1% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
3,262
shares
|
$241,290
0.03% of portfolio
|
Q3 2022
Added 10.43%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
3,257
shares
|
$240,920
0.0% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
3,255
shares
|
$240,772
0.18% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
3,231
shares
|
$238,997
0.03% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
3,227
shares
|
$238,701
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
3,205
shares
|
$237,073
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,201
shares
|
$236,777
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
3,185
shares
|
$235,594
0.14% of portfolio
|
Q2 2025
Added 244.32%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
3,181
shares
|
$235,298
0.01% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,173
shares
|
$234,706
0.03% of portfolio
|
Q2 2025
Reduced 21.23%
|