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 |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
550
shares
|
$39,462
0.02% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
546
shares
|
$39,175
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
540
shares
|
$38,745
0.01% of portfolio
|
Q2 2025
Reduced 51.96%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
535
shares
|
$38,386
0.0% of portfolio
|
Q2 2025
Reduced 48.56%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
525
shares
|
$37,668
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
523
shares
|
$37,525
0.01% of portfolio
|
Q2 2025
Reduced 27.66%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
517
shares
|
$37,094
0.02% of portfolio
|
Q1 2024
Added 54.33%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
515
shares
|
$36,951
0.01% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
512
shares
|
$36,736
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
500
shares
|
$35,875
0.02% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$35,875
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
500
shares
|
$35,875
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
500
shares
|
$35,875
0.02% of portfolio
|
Q2 2025
Added 121.24%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
499
shares
|
$35,803
0.01% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
490
shares
|
$35,157
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 13, 2025 Q2 2025 |
488
shares
|
$35,014
0.04% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
485
shares
|
$34,798
0.0% of portfolio
|
Q1 2025
Reduced 27.83%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
478
shares
|
$34,296
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
474
shares
|
$34,009
0.0% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
468
shares
|
$33,579
0.01% of portfolio
|
Q2 2025
Reduced 38.9%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
467
shares
|
$33,507
0.01% of portfolio
|
Q2 2025
Added 418.89%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
464
shares
|
$33,292
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
460
shares
|
$33,005
0.03% of portfolio
|
Q2 2025
Added 78.29%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
456
shares
|
$32,718
0.01% of portfolio
|
Q2 2025
Added 436.47%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
438
shares
|
$31,426
0.03% of portfolio
|
Q2 2025
New holding
|