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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,774
shares
|
$205,192
0.01% of portfolio
|
Q2 2025
Added 32.28%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
2,765
shares
|
$204,527
0.23% of portfolio
|
Q4 2023
Reduced 38.07%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
2,705
shares
|
$200,088
0.08% of portfolio
|
Q2 2025
Reduced 26.53%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,648
shares
|
$195,872
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,646
shares
|
$195,724
0.11% of portfolio
|
Q4 2023
Added 5913.64%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,631
shares
|
$194,615
0.01% of portfolio
|
Q2 2025
Added 164.16%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,628
shares
|
$194,393
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,593
shares
|
$191,804
0.01% of portfolio
|
Q3 2022
Added 4.01%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
2,579
shares
|
$190,768
0.13% of portfolio
|
Q2 2025
Added 20.18%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
2,568
shares
|
$189,954
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
2,534
shares
|
$187,439
0.01% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
2,520
shares
|
$186,404
0.09% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
2,495
shares
|
$184,555
0.08% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
2,492
shares
|
$184,333
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,438
shares
|
$180,338
0.07% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
2,436
shares
|
$180,190
0.21% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,403
shares
|
$177,749
0.05% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
2,302
shares
|
$170,278
0.05% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,280
shares
|
$168,651
0.02% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
2,217
shares
|
$163,991
0.09% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
2,196
shares
|
$162,438
0.01% of portfolio
|
Q2 2025
Added 83.61%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
2,186
shares
|
$161,698
0.02% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,162
shares
|
$159,923
0.02% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
2,158
shares
|
$159,627
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
2,149
shares
|
$158,961
0.0% of portfolio
|
Q2 2025
Added 12.87%
|