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 $74.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,118
shares
|
$151,966
0.01% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
2,116
shares
|
$151,823
0.03% of portfolio
|
Q2 2025
Added 1310.67%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
2,056
shares
|
$147,518
0.02% of portfolio
|
Q1 2025
Reduced 56.03%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2,024
shares
|
$145,222
0.05% of portfolio
|
Q3 2022
Reduced 6.9%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
2,010
shares
|
$144,217
0.03% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
2,006
shares
|
$143,930
0.02% of portfolio
|
Q3 2024
Reduced 57.37%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$143,500
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$143,500
0.07% of portfolio
|
Q1 2025
Reduced 27.93%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
1,982
shares
|
$142,208
0.09% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,949
shares
|
$139,840
0.01% of portfolio
|
Q2 2025
Reduced 28.63%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,897
shares
|
$136,109
0.07% of portfolio
|
Q2 2025
Added 266.92%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
1,800
shares
|
$129,150
0.01% of portfolio
|
Q2 2025
Added 348.88%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,790
shares
|
$128,432
0.02% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,787
shares
|
$128,217
0.04% of portfolio
|
Q2 2023
Added 8.37%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
1,783
shares
|
$127,930
0.07% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
1,775
shares
|
$127,356
0.06% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,746
shares
|
$125,275
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,740
shares
|
$124,845
0.01% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
1,735
shares
|
$124,486
0.04% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,682
shares
|
$120,683
0.05% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
1,675
shares
|
$120,181
0.03% of portfolio
|
Q4 2018
New holding
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
1,674
shares
|
$120,109
0.0% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
1,666
shares
|
$119,535
0.05% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
1,664
shares
|
$119,392
0.06% of portfolio
|
Q2 2025
Reduced 14.67%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
1,660
shares
|
$119,105
0.02% of portfolio
|
Q2 2025
Added 2.6%
|