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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,655
shares
|
$122,420
0.09% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,645
shares
|
$121,680
0.01% of portfolio
|
Q2 2025
Reduced 24.78%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,642
shares
|
$121,458
0.02% of portfolio
|
Q2 2025
Added 447.33%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
1,638
shares
|
$121,162
0.06% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,594
shares
|
$117,908
0.09% of portfolio
|
Q2 2025
Reduced 50.09%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,577
shares
|
$116,650
0.04% of portfolio
|
Q2 2025
Reduced 21.23%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
1,564
shares
|
$115,689
0.06% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,561
shares
|
$115,467
0.01% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,466
shares
|
$108,440
0.01% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,464
shares
|
$108,292
0.01% of portfolio
|
Q1 2023
Added 140.79%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,460
shares
|
$107,996
0.01% of portfolio
|
Q1 2024
Reduced 16.33%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,432
shares
|
$105,925
0.03% of portfolio
|
Q3 2023
Reduced 78.95%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
1,400
shares
|
$103,558
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,382
shares
|
$102,226
0.03% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,374
shares
|
$101,634
0.01% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,374
shares
|
$101,634
0.01% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
1,341
shares
|
$99,193
0.01% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
1,339
shares
|
$99,045
0.07% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,325
shares
|
$98,010
0.02% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
1,322
shares
|
$97,788
0.03% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,322
shares
|
$97,788
0.03% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,307
shares
|
$96,678
0.03% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
1,291
shares
|
$95,495
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,288
shares
|
$95,273
0.01% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,257
shares
|
$92,980
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|