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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
958
shares
|
$70,863
0.0% of portfolio
|
Q2 2025
Added 50.39%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
932
shares
|
$68,940
0.08% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
909
shares
|
$67,238
0.0% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
905
shares
|
$66,942
0.01% of portfolio
|
Q4 2024
Reduced 35.08%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
902
shares
|
$66,720
0.01% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
900
shares
|
$66,573
0.01% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
900
shares
|
$66,573
0.1% of portfolio
|
Q2 2023
Added 12.5%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
899
shares
|
$66,499
0.02% of portfolio
|
Q2 2025
Reduced 24.26%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
885
shares
|
$65,463
0.01% of portfolio
|
Q1 2025
Reduced 31.07%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
852
shares
|
$63,022
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
836
shares
|
$61,838
0.02% of portfolio
|
Q2 2025
Reduced 22.09%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
836
shares
|
$61,838
0.05% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
833
shares
|
$61,617
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
820
shares
|
$60,655
0.0% of portfolio
|
Q1 2025
Added 228.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
820
shares
|
$60,655
0.0% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
813
shares
|
$60,137
0.01% of portfolio
|
Q2 2025
Reduced 45.66%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
800
shares
|
$59,176
0.03% of portfolio
|
Q2 2025
Reduced 25.37%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
800
shares
|
$59,176
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
792
shares
|
$58,584
0.01% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
783
shares
|
$57,918
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
783
shares
|
$57,918
0.04% of portfolio
|
Q1 2025
Added 20.46%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
780
shares
|
$57,696
0.01% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
778
shares
|
$57,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
748
shares
|
$55,329
0.03% of portfolio
|
Q2 2025
Reduced 22.25%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
723
shares
|
$53,480
0.01% of portfolio
|
Q2 2024
Reduced 58.8%
|