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 |
|---|---|---|---|---|---|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
198
shares
|
$12,933
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
196
shares
|
$12,802
0.0% of portfolio
|
Q2 2024
Reduced 10.09%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
196
shares
|
$12,802
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
194
shares
|
$12,672
0.0% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
191
shares
|
$12,476
0.0% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
190
shares
|
$12,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
188
shares
|
$12,280
0.01% of portfolio
|
Q4 2024
Reduced 85.78%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
187
shares
|
$12,214
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
181
shares
|
$11,822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
173
shares
|
$11,300
0.01% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
170
shares
|
$11,104
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
165
shares
|
$10,777
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
160
shares
|
$10,451
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
155
shares
|
$10,124
0.0% of portfolio
|
Q4 2024
Reduced 51.41%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
154
shares
|
$10,059
0.0% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
152
shares
|
$9,928
0.0% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
150
shares
|
$9,797
0.0% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
150
shares
|
$9,797
0.0% of portfolio
|
Q1 2024
Reduced 97.6%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
150
shares
|
$9,797
0.0% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$9,797
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
150
shares
|
$9,797
0.0% of portfolio
|
Q4 2024
Reduced 88.12%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
150
shares
|
$9,797
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
149
shares
|
$9,732
0.0% of portfolio
|
Q4 2024
Added 204.08%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
148
shares
|
$9,667
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
148
shares
|
$9,667
0.0% of portfolio
|
Q1 2025
Added 19.35%
|