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 $74.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,035
shares
|
$217,761
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
3,035
shares
|
$217,761
0.07% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
3,019
shares
|
$216,613
0.02% of portfolio
|
Q2 2025
Reduced 23.9%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,019
shares
|
$216,613
0.0% of portfolio
|
Q3 2022
Reduced 58.47%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
3,014
shares
|
$216,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
3,006
shares
|
$215,680
0.01% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
3,005
shares
|
$215,608
0.02% of portfolio
|
Q2 2025
Reduced 24.29%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
3,001
shares
|
$215,321
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
2,995
shares
|
$214,891
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
2,979
shares
|
$213,743
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,978
shares
|
$213,671
0.33% of portfolio
|
Q3 2022
Reduced 42.68%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,958
shares
|
$212,236
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
2,955
shares
|
$212,021
0.04% of portfolio
|
Q2 2025
Reduced 34.2%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
2,949
shares
|
$211,590
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
2,939
shares
|
$210,873
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
2,938
shares
|
$210,801
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
2,928
shares
|
$210,084
0.06% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,923
shares
|
$209,725
0.06% of portfolio
|
Q4 2022
Added 0.1%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,923
shares
|
$209,725
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
2,919
shares
|
$209,438
0.03% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
2,904
shares
|
$208,362
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
2,788
shares
|
$200,039
0.1% of portfolio
|
Q2 2022
Reduced 92.87%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
2,783
shares
|
$199,680
0.07% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,780
shares
|
$199,465
0.01% of portfolio
|
Q3 2021
Reduced 7.86%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,777
shares
|
$199,249
0.02% of portfolio
|
Q3 2024
Added 7.84%
|