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 2,091 institutions that hold shares in the stock, with a total of 1.03 Billion shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
635
shares
|
$38,785
0.0% of portfolio
|
Q1 2025
Reduced 66.26%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
610
shares
|
$37,258
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
607
shares
|
$37,075
0.02% of portfolio
|
Q4 2024
Reduced 68.35%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
600
shares
|
$36,648
0.02% of portfolio
|
Q1 2025
Reduced 27.71%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
600
shares
|
$36,648
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
581
shares
|
$35,487
0.03% of portfolio
|
Q1 2025
Reduced 39.42%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
579
shares
|
$35,365
0.03% of portfolio
|
Q1 2025
Reduced 46.19%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
572
shares
|
$34,937
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
572
shares
|
$34,937
0.02% of portfolio
|
Q1 2025
Added 281.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
569
shares
|
$34,754
0.02% of portfolio
|
Q2 2025
Reduced 86.02%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
562
shares
|
$34,326
0.03% of portfolio
|
Q2 2024
Added 116.15%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
550
shares
|
$33,594
0.02% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
Maj Invest Holding A
|
Apr 29, 2025 Q1 2025 |
540
shares
|
$32,983
0.0% of portfolio
|
Q1 2022
Reduced 22.86%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
532
shares
|
$32,494
0.01% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
525
shares
|
$32,067
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
523
shares
|
$31,944
0.01% of portfolio
|
Q2 2025
Reduced 27.66%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
517
shares
|
$31,578
0.02% of portfolio
|
Q1 2024
Added 54.33%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
512
shares
|
$31,272
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$30,540
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
500
shares
|
$30,540
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
495
shares
|
$30,234
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
490
shares
|
$29,929
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
488
shares
|
$29,807
0.04% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
485
shares
|
$29,623
0.0% of portfolio
|
Q1 2025
Reduced 27.83%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
478
shares
|
$29,196
0.02% of portfolio
|
Q3 2024
New holding
|