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 |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
342
shares
|
$22,339
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
336
shares
|
$21,947
0.01% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
336
shares
|
$21,947
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
331
shares
|
$21,620
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
328
shares
|
$21,424
0.0% of portfolio
|
Q4 2024
Reduced 60.91%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
327
shares
|
$21,359
0.01% of portfolio
|
Q1 2025
Added 99.39%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
325
shares
|
$21,228
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
325
shares
|
$21,228
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
323
shares
|
$21,098
0.01% of portfolio
|
Q1 2025
Added 71.81%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
317
shares
|
$20,706
0.0% of portfolio
|
Q2 2023
Reduced 86.16%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
310
shares
|
$20,249
0.0% of portfolio
|
Q4 2023
Reduced 37.63%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
310
shares
|
$20,249
0.02% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
309
shares
|
$20,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
302
shares
|
$19,726
0.01% of portfolio
|
Q4 2024
Reduced 39.6%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
302
shares
|
$19,726
0.01% of portfolio
|
Q4 2024
Reduced 39.6%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
300
shares
|
$19,595
0.0% of portfolio
|
Q1 2024
Reduced 90.77%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
300
shares
|
$19,595
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
294
shares
|
$19,204
0.0% of portfolio
|
Q4 2024
Reduced 77.45%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
291
shares
|
$19,008
0.0% of portfolio
|
Q1 2025
Reduced 92.63%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
285
shares
|
$18,616
0.02% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
280
shares
|
$18,289
0.01% of portfolio
|
Q4 2024
Added 1172.73%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
279
shares
|
$18,224
0.01% of portfolio
|
Q1 2025
Added 158.33%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
274
shares
|
$17,897
0.02% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
270
shares
|
$17,636
0.12% of portfolio
|
Q1 2022
Added 8.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
266
shares
|
$17,375
0.01% of portfolio
|
Q1 2025
Reduced 2.56%
|