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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
461
shares
|
$30,112
0.0% of portfolio
|
Q1 2025
Added 25.96%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
460
shares
|
$30,047
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
457
shares
|
$29,851
0.0% of portfolio
|
Q4 2024
Reduced 30.97%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
457
shares
|
$29,851
0.01% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
456
shares
|
$29,785
0.01% of portfolio
|
Q2 2024
Reduced 89.77%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
452
shares
|
$29,524
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
447
shares
|
$29,198
0.0% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
443
shares
|
$28,936
0.0% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
435
shares
|
$28,414
0.01% of portfolio
|
Q2 2023
Reduced 50.29%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
414
shares
|
$27,042
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
410
shares
|
$26,781
0.01% of portfolio
|
Q3 2024
Added 57.09%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
400
shares
|
$26,127
0.0% of portfolio
|
Q3 2024
Reduced 81.96%
|
|
|
Performa LTD (Us), LLC
|
Feb 10, 2025 Q4 2024 |
400
shares
|
$26,127
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
393
shares
|
$25,670
0.0% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
391
shares
|
$25,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
378
shares
|
$24,690
0.02% of portfolio
|
Q1 2023
Reduced 3.32%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
376
shares
|
$24,560
0.01% of portfolio
|
Q3 2023
Added 42.97%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
371
shares
|
$24,233
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
364
shares
|
$23,776
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
362
shares
|
$23,645
0.01% of portfolio
|
Q3 2024
Reduced 83.55%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
361
shares
|
$23,580
0.02% of portfolio
|
Q1 2025
Reduced 79.9%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
352
shares
|
$22,992
0.0% of portfolio
|
Q4 2024
Reduced 96.58%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
350
shares
|
$22,861
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
348
shares
|
$22,731
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
343
shares
|
$22,404
0.01% of portfolio
|
Q4 2024
Added 0.29%
|