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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
435
shares
|
$31,211
0.01% of portfolio
|
Q2 2023
Reduced 50.29%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
427
shares
|
$30,637
0.0% of portfolio
|
Q2 2025
Added 184.67%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
418
shares
|
$29,991
0.05% of portfolio
|
Q2 2025
Reduced 56.28%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
417
shares
|
$29,919
0.01% of portfolio
|
Q2 2025
Reduced 61.53%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
413
shares
|
$29,632
0.0% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
410
shares
|
$29,417
0.01% of portfolio
|
Q3 2024
Added 57.09%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
407
shares
|
$29,202
0.02% of portfolio
|
Q2 2025
Added 46.93%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
400
shares
|
$28,700
0.0% of portfolio
|
Q3 2024
Reduced 81.96%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
400
shares
|
$28,700
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
400
shares
|
$28,700
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
380
shares
|
$27,265
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
378
shares
|
$27,121
0.02% of portfolio
|
Q1 2023
Reduced 3.32%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
376
shares
|
$26,978
0.01% of portfolio
|
Q3 2023
Added 42.97%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
376
shares
|
$26,978
0.01% of portfolio
|
Q1 2025
Added 34.29%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
374
shares
|
$26,834
0.01% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 25, 2025 Q2 2025 |
373
shares
|
$26,762
0.0% of portfolio
|
Q2 2025
Reduced 48.97%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
371
shares
|
$26,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
371
shares
|
$26,619
0.02% of portfolio
|
Q1 2025
Reduced 51.94%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
355
shares
|
$25,471
0.0% of portfolio
|
Q2 2025
Reduced 46.05%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
350
shares
|
$25,112
0.01% of portfolio
|
Q2 2025
Reduced 95.29%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
350
shares
|
$25,112
0.01% of portfolio
|
Q1 2025
Reduced 98.52%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
350
shares
|
$25,112
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
348
shares
|
$24,969
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
345
shares
|
$24,753
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
344
shares
|
$24,682
0.01% of portfolio
|
Q2 2025
Reduced 54.07%
|