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 |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,252
shares
|
$89,831
0.06% of portfolio
|
Q2 2025
Reduced 51.04%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,231
shares
|
$88,324
0.0% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
1,230
shares
|
$88,252
0.06% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,218
shares
|
$87,391
0.01% of portfolio
|
Q2 2025
Added 318.56%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
1,183
shares
|
$84,880
0.03% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,171
shares
|
$84,019
0.07% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
1,169
shares
|
$83,875
0.0% of portfolio
|
Q1 2024
Reduced 96.38%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
1,140
shares
|
$81,795
0.03% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
1,140
shares
|
$81,795
0.05% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,129
shares
|
$81,005
0.02% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jul 24, 2025 Q2 2025 |
1,125
shares
|
$80,718
0.08% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,117
shares
|
$80,144
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,106
shares
|
$79,355
0.03% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,058
shares
|
$75,911
0.05% of portfolio
|
Q2 2025
Reduced 27.43%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,040
shares
|
$74,620
0.0% of portfolio
|
Q2 2025
Reduced 59.22%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$71,750
0.03% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Park Circle CO
|
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$71,750
0.06% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$71,750
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
999
shares
|
$71,678
0.01% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
989
shares
|
$70,960
0.0% of portfolio
|
Q2 2025
Reduced 16.82%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
980
shares
|
$70,315
0.03% of portfolio
|
Q3 2023
Added 16.25%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
972
shares
|
$69,741
0.03% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
971
shares
|
$69,669
0.03% of portfolio
|
Q2 2025
Added 48.02%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
968
shares
|
$69,454
0.02% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
960
shares
|
$68,880
0.01% of portfolio
|
Q4 2024
Reduced 47.4%
|