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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
263
shares
|
$17,179
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
258
shares
|
$16,852
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
258
shares
|
$16,852
0.02% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
250
shares
|
$16,329
0.0% of portfolio
|
Q4 2020
Reduced 54.63%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
250
shares
|
$16,329
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
247
shares
|
$16,134
0.01% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
244
shares
|
$15,938
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
242
shares
|
$15,807
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
241
shares
|
$15,742
0.01% of portfolio
|
Q3 2022
Reduced 5.86%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
227
shares
|
$14,827
0.01% of portfolio
|
Q1 2025
Reduced 26.77%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
224
shares
|
$14,631
0.01% of portfolio
|
Q1 2025
Reduced 34.12%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
222
shares
|
$14,501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
221
shares
|
$14,435
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
220
shares
|
$14,370
0.0% of portfolio
|
Q4 2024
Reduced 31.68%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
213
shares
|
$13,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
207
shares
|
$13,521
0.0% of portfolio
|
Q4 2024
Reduced 39.65%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
205
shares
|
$13,390
0.0% of portfolio
|
Q1 2025
Added 47.48%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
205
shares
|
$13,390
0.0% of portfolio
|
Q4 2024
Reduced 70.42%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
204
shares
|
$13,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
203
shares
|
$13,259
0.0% of portfolio
|
Q4 2023
Reduced 13.25%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
202
shares
|
$13,194
0.01% of portfolio
|
Q4 2021
Added 10000.0%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
202
shares
|
$13,194
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
202
shares
|
$13,194
0.0% of portfolio
|
Q1 2025
Reduced 42.78%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$13,063
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
200
shares
|
$13,063
0.01% of portfolio
|
Q4 2024
New holding
|