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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
3,163
shares
|
$233,967
0.03% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
3,163
shares
|
$233,967
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
3,153
shares
|
$233,227
0.02% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,143
shares
|
$232,487
0.01% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
3,136
shares
|
$231,969
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,128
shares
|
$231,378
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
3,127
shares
|
$231,304
0.09% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
3,126
shares
|
$231,230
0.05% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,120
shares
|
$230,786
0.01% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
3,108
shares
|
$229,898
0.01% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
3,106
shares
|
$229,750
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
3,100
shares
|
$229,307
0.02% of portfolio
|
Q2 2025
Reduced 11.43%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,100
shares
|
$229,307
0.22% of portfolio
|
Q2 2022
Reduced 20.7%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
3,099
shares
|
$229,233
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
3,095
shares
|
$228,937
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,086
shares
|
$228,271
0.05% of portfolio
|
Q3 2022
Added 14.68%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
3,085
shares
|
$228,197
0.16% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
3,084
shares
|
$228,123
0.15% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
3,079
shares
|
$227,753
0.04% of portfolio
|
Q2 2022
Added 3.15%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
3,070
shares
|
$227,087
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,070
shares
|
$227,087
0.23% of portfolio
|
Q2 2022
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
3,069
shares
|
$227,013
0.05% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
3,063
shares
|
$226,570
0.02% of portfolio
|
Q2 2025
Reduced 18.88%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Aug 21, 2025 Q2 2025 |
3,045
shares
|
$225,238
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
3,039
shares
|
$224,794
0.05% of portfolio
|
Q1 2025
New holding
|