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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
658
shares
|
$42,980
0.01% of portfolio
|
Q1 2025
Reduced 61.25%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
658
shares
|
$42,980
0.0% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
650
shares
|
$42,457
0.01% of portfolio
|
Q3 2023
Added 21.5%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
650
shares
|
$42,457
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
643
shares
|
$42,000
0.09% of portfolio
|
Q3 2024
Reduced 82.53%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
626
shares
|
$40,890
0.01% of portfolio
|
Q4 2024
Added 255.68%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
610
shares
|
$39,845
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
607
shares
|
$39,649
0.01% of portfolio
|
Q4 2024
Reduced 68.35%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
600
shares
|
$39,191
0.02% of portfolio
|
Q1 2025
Reduced 27.71%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
600
shares
|
$39,191
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
590
shares
|
$38,538
0.01% of portfolio
|
Q4 2024
Reduced 76.05%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
562
shares
|
$36,709
0.03% of portfolio
|
Q2 2024
Added 116.15%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
556
shares
|
$36,317
0.0% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
550
shares
|
$35,925
0.01% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
540
shares
|
$35,272
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Maj Invest Holding A
|
Jan 22, 2025 Q4 2024 |
540
shares
|
$35,272
0.0% of portfolio
|
Q1 2022
Reduced 22.86%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
525
shares
|
$34,293
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
517
shares
|
$33,770
0.02% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
517
shares
|
$33,770
0.02% of portfolio
|
Q1 2024
Added 54.33%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
510
shares
|
$33,313
0.01% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
500
shares
|
$32,659
0.01% of portfolio
|
Q3 2024
Reduced 45.65%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
500
shares
|
$32,659
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
500
shares
|
$32,659
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
486
shares
|
$31,745
0.0% of portfolio
|
Q4 2024
Reduced 72.86%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
478
shares
|
$31,222
0.01% of portfolio
|
Q3 2024
New holding
|