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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
1,024
shares
|
$66,887
0.02% of portfolio
|
Q4 2024
Added 77.16%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,021
shares
|
$66,691
0.01% of portfolio
|
Q1 2025
Added 48.62%
|
|
|
Park Circle CO
|
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$65,319
0.04% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
989
shares
|
$64,601
0.0% of portfolio
|
Q4 2024
Reduced 72.1%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
986
shares
|
$64,405
0.03% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
983
shares
|
$64,209
0.05% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
983
shares
|
$64,209
0.01% of portfolio
|
Q4 2024
Reduced 82.22%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
980
shares
|
$64,013
0.03% of portfolio
|
Q3 2023
Added 16.25%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
970
shares
|
$63,360
0.03% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
966
shares
|
$63,099
0.0% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
960
shares
|
$62,707
0.01% of portfolio
|
Q4 2024
Reduced 47.4%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
959
shares
|
$62,641
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
956
shares
|
$62,445
0.06% of portfolio
|
Q1 2025
Added 119.27%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
950
shares
|
$62,053
0.01% of portfolio
|
Q4 2024
Reduced 33.71%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
945
shares
|
$61,727
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
938
shares
|
$61,270
0.0% of portfolio
|
Q4 2024
Reduced 62.04%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
917
shares
|
$59,898
0.01% of portfolio
|
Q4 2024
Reduced 50.27%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
917
shares
|
$59,898
0.02% of portfolio
|
Q4 2024
Reduced 50.51%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
906
shares
|
$59,179
0.01% of portfolio
|
Q3 2024
Reduced 33.19%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
905
shares
|
$59,114
0.01% of portfolio
|
Q4 2024
Reduced 35.08%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
900
shares
|
$58,787
0.01% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
900
shares
|
$58,787
0.1% of portfolio
|
Q2 2023
Added 12.5%
|
|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
884
shares
|
$57,742
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
854
shares
|
$55,783
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
852
shares
|
$55,652
0.0% of portfolio
|
Q4 2024
Reduced 61.31%
|