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 $74.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
717
shares
|
$51,444
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
708
shares
|
$50,799
0.01% of portfolio
|
Q2 2025
Added 55.6%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
708
shares
|
$50,799
0.01% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
706
shares
|
$50,655
0.02% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
703
shares
|
$50,440
0.01% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
700
shares
|
$50,225
0.0% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
694
shares
|
$49,794
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
669
shares
|
$48,000
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
651
shares
|
$46,709
0.03% of portfolio
|
Q2 2025
Reduced 33.77%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
650
shares
|
$46,637
0.01% of portfolio
|
Q3 2023
Added 21.5%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
643
shares
|
$46,135
0.09% of portfolio
|
Q3 2024
Reduced 82.53%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
640
shares
|
$45,920
0.01% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
635
shares
|
$45,561
0.0% of portfolio
|
Q1 2025
Reduced 66.26%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
623
shares
|
$44,700
0.03% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
613
shares
|
$43,982
0.0% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
610
shares
|
$43,767
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
609
shares
|
$43,695
0.02% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
608
shares
|
$43,624
0.01% of portfolio
|
Q2 2025
Added 59.16%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
607
shares
|
$43,552
0.02% of portfolio
|
Q4 2024
Reduced 68.35%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
600
shares
|
$43,050
0.02% of portfolio
|
Q1 2025
Reduced 27.71%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
600
shares
|
$43,050
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
581
shares
|
$41,686
0.03% of portfolio
|
Q1 2025
Reduced 39.42%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
573
shares
|
$41,112
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
569
shares
|
$40,825
0.02% of portfolio
|
Q2 2025
Reduced 86.02%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
562
shares
|
$40,323
0.03% of portfolio
|
Q2 2024
Added 116.15%
|