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 2,091 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 |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,374
shares
|
$83,923
0.01% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,374
shares
|
$83,923
0.01% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,367
shares
|
$83,496
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,325
shares
|
$80,931
0.02% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,322
shares
|
$80,747
0.03% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
1,291
shares
|
$78,854
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,286
shares
|
$78,548
0.03% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
1,283
shares
|
$78,365
0.03% of portfolio
|
Q1 2025
Added 1681.94%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,258
shares
|
$76,838
0.01% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,241
shares
|
$75,800
0.01% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,189
shares
|
$72,624
0.0% of portfolio
|
Q1 2025
Added 20.22%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,177
shares
|
$71,891
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,171
shares
|
$71,524
0.07% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,169
shares
|
$71,402
0.0% of portfolio
|
Q1 2024
Reduced 96.38%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
1,140
shares
|
$69,631
0.03% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,140
shares
|
$69,631
0.05% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,129
shares
|
$68,959
0.02% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
1,124
shares
|
$68,653
0.01% of portfolio
|
Q1 2025
Reduced 85.95%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,117
shares
|
$68,226
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
1,114
shares
|
$68,043
0.08% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,106
shares
|
$67,554
0.03% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,084
shares
|
$66,210
0.03% of portfolio
|
Q1 2025
Added 2308.89%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,073
shares
|
$65,538
0.02% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,060
shares
|
$64,744
0.0% of portfolio
|
Q1 2025
Reduced 72.55%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,040
shares
|
$63,523
0.01% of portfolio
|
Q1 2025
Reduced 10.11%
|