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 |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,333
shares
|
$87,071
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,322
shares
|
$86,353
0.03% of portfolio
|
Q4 2024
Added 27.36%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,306
shares
|
$85,307
0.01% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
1,291
shares
|
$84,328
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,284
shares
|
$83,870
0.01% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,282
shares
|
$83,740
0.01% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,275
shares
|
$83,282
0.02% of portfolio
|
Q4 2024
Added 54.92%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
1,258
shares
|
$82,172
0.03% of portfolio
|
Q4 2024
Reduced 54.22%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
1,246
shares
|
$81,388
0.08% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,241
shares
|
$81,062
0.01% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,221
shares
|
$79,755
0.01% of portfolio
|
Q4 2024
Reduced 43.65%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$78,383
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,196
shares
|
$78,122
0.01% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1,170
shares
|
$76,424
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
1,169
shares
|
$76,359
0.0% of portfolio
|
Q1 2024
Reduced 96.38%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
1,168
shares
|
$76,293
0.0% of portfolio
|
Q4 2024
Added 38.72%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
1,140
shares
|
$74,464
0.03% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,117
shares
|
$72,962
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,084
shares
|
$70,806
0.02% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,081
shares
|
$70,610
0.01% of portfolio
|
Q4 2024
Reduced 35.69%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
1,076
shares
|
$70,284
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,073
shares
|
$70,088
0.02% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
1,072
shares
|
$70,023
0.04% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,050
shares
|
$68,586
0.02% of portfolio
|
Q1 2025
Reduced 48.78%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,040
shares
|
$67,932
0.01% of portfolio
|
Q1 2025
Reduced 10.11%
|