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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
844
shares
|
$55,130
0.01% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
834
shares
|
$54,476
0.01% of portfolio
|
Q3 2024
Reduced 71.81%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
828
shares
|
$54,084
0.06% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
820
shares
|
$53,562
0.0% of portfolio
|
Q1 2025
Added 228.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
820
shares
|
$53,562
0.0% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
805
shares
|
$52,582
0.02% of portfolio
|
Q4 2024
Added 137.46%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
801
shares
|
$52,321
0.0% of portfolio
|
Q4 2024
Reduced 27.71%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
783
shares
|
$51,145
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
774
shares
|
$50,557
0.0% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
772
shares
|
$50,427
0.02% of portfolio
|
Q3 2024
Reduced 16.72%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
766
shares
|
$50,035
0.02% of portfolio
|
Q1 2025
Reduced 60.35%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
749
shares
|
$48,924
0.01% of portfolio
|
Q1 2025
Added 147.19%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
741
shares
|
$48,402
0.01% of portfolio
|
Q1 2025
Added 63.94%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
723
shares
|
$47,226
0.01% of portfolio
|
Q4 2024
Reduced 47.99%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
723
shares
|
$47,226
0.01% of portfolio
|
Q2 2024
Reduced 58.8%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
717
shares
|
$46,834
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
708
shares
|
$46,246
0.05% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
707
shares
|
$46,181
0.01% of portfolio
|
Q4 2024
Added 32.65%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
700
shares
|
$45,723
0.0% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
699
shares
|
$45,658
0.02% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
699
shares
|
$45,658
0.06% of portfolio
|
Q4 2024
Reduced 59.03%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
694
shares
|
$45,332
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
672
shares
|
$43,895
0.0% of portfolio
|
Q4 2024
Reduced 70.12%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
668
shares
|
$43,633
0.02% of portfolio
|
Q1 2025
Added 26.28%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
665
shares
|
$43,437
0.01% of portfolio
|
Q3 2024
Reduced 53.46%
|