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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
1,660
shares
|
$108,431
0.02% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,646
shares
|
$107,516
0.01% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
1,643
shares
|
$107,320
0.03% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
1,641
shares
|
$107,190
0.02% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,619
shares
|
$105,753
0.01% of portfolio
|
Q4 2024
Reduced 25.7%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
1,600
shares
|
$104,511
0.0% of portfolio
|
Q4 2024
Added 77.78%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,561
shares
|
$101,964
0.01% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
1,558
shares
|
$101,768
0.04% of portfolio
|
Q4 2024
Reduced 94.28%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,518
shares
|
$99,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
1,501
shares
|
$98,045
0.0% of portfolio
|
Q2 2024
Added 7.44%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
1,500
shares
|
$97,979
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
1,499
shares
|
$97,914
0.03% of portfolio
|
Q3 2024
Reduced 90.7%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
1,496
shares
|
$97,718
0.03% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
1,468
shares
|
$95,889
0.04% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,466
shares
|
$95,759
0.01% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,464
shares
|
$95,628
0.01% of portfolio
|
Q1 2023
Added 140.79%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,460
shares
|
$95,367
0.01% of portfolio
|
Q1 2024
Reduced 16.33%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,432
shares
|
$93,538
0.03% of portfolio
|
Q3 2023
Reduced 78.95%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
1,400
shares
|
$91,447
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
1,396
shares
|
$91,186
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,374
shares
|
$89,749
0.01% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,374
shares
|
$89,749
0.01% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,366
shares
|
$89,227
0.05% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,353
shares
|
$88,377
0.02% of portfolio
|
Q1 2024
Reduced 6.88%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
1,350
shares
|
$88,181
0.01% of portfolio
|
Q1 2025
Reduced 20.63%
|