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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$61,080
0.03% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Park Circle CO
|
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$61,080
0.06% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
1,000
shares
|
$61,080
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
996
shares
|
$60,835
0.0% of portfolio
|
Q1 2025
Reduced 60.97%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
989
shares
|
$60,408
0.09% of portfolio
|
Q1 2025
Added 41.49%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
980
shares
|
$59,858
0.03% of portfolio
|
Q3 2023
Added 16.25%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
970
shares
|
$59,247
0.03% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
962
shares
|
$58,758
0.04% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
960
shares
|
$58,636
0.01% of portfolio
|
Q4 2024
Reduced 47.4%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
926
shares
|
$56,560
0.01% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
917
shares
|
$56,010
0.03% of portfolio
|
Q4 2024
Reduced 50.27%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
905
shares
|
$55,277
0.01% of portfolio
|
Q4 2024
Reduced 35.08%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
900
shares
|
$54,972
0.01% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
900
shares
|
$54,972
0.1% of portfolio
|
Q2 2023
Added 12.5%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
899
shares
|
$54,910
0.02% of portfolio
|
Q2 2025
Reduced 24.26%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
885
shares
|
$54,055
0.0% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
885
shares
|
$54,055
0.01% of portfolio
|
Q1 2025
Reduced 31.07%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
844
shares
|
$51,551
0.01% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
836
shares
|
$51,062
0.05% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
820
shares
|
$50,085
0.0% of portfolio
|
Q1 2025
Added 228.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
820
shares
|
$50,085
0.01% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
813
shares
|
$49,658
0.01% of portfolio
|
Q2 2025
Reduced 45.66%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
808
shares
|
$49,352
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
805
shares
|
$49,169
0.02% of portfolio
|
Q4 2024
Added 137.46%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
800
shares
|
$48,864
0.03% of portfolio
|
Q2 2025
Reduced 25.37%
|