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 2,093 institutions that hold shares in the stock, with a total of 1.03 Billion shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,923
shares
|
$171,726
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,895
shares
|
$170,081
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,869
shares
|
$168,553
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
2,788
shares
|
$163,795
0.1% of portfolio
|
Q2 2022
Reduced 92.87%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,780
shares
|
$163,325
0.01% of portfolio
|
Q3 2021
Reduced 7.86%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
2,780
shares
|
$163,325
0.15% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,777
shares
|
$163,148
0.02% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,774
shares
|
$162,972
0.01% of portfolio
|
Q2 2025
Added 32.28%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,773
shares
|
$162,913
0.01% of portfolio
|
Q1 2025
Reduced 25.13%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
2,765
shares
|
$162,443
0.23% of portfolio
|
Q4 2023
Reduced 38.07%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
2,714
shares
|
$159,447
0.0% of portfolio
|
Q1 2025
Reduced 96.68%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,648
shares
|
$155,570
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,646
shares
|
$155,452
0.11% of portfolio
|
Q4 2023
Added 5913.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,628
shares
|
$154,395
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,593
shares
|
$152,338
0.01% of portfolio
|
Q3 2022
Added 4.01%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,557
shares
|
$150,223
0.14% of portfolio
|
Q3 2024
Reduced 21.37%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
2,550
shares
|
$149,812
0.02% of portfolio
|
Q1 2025
Reduced 20.31%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,547
shares
|
$149,636
0.06% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
2,544
shares
|
$149,460
0.11% of portfolio
|
Q1 2025
Reduced 25.57%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
2,520
shares
|
$148,050
0.09% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
2,495
shares
|
$146,581
0.08% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
2,492
shares
|
$146,405
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
2,438
shares
|
$143,232
0.08% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,435
shares
|
$143,056
0.22% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,403
shares
|
$141,176
0.05% of portfolio
|
Q3 2024
Reduced 7.68%
|