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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
147
shares
|
$9,602
0.0% of portfolio
|
Q4 2024
Reduced 56.12%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
145
shares
|
$9,471
0.0% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
142
shares
|
$9,275
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
135
shares
|
$8,818
0.01% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
128
shares
|
$8,360
0.0% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
126
shares
|
$8,230
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
125
shares
|
$8,164
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
125
shares
|
$8,164
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
120
shares
|
$7,838
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
119
shares
|
$7,773
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
115
shares
|
$7,511
0.0% of portfolio
|
Q3 2024
Reduced 35.75%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
114
shares
|
$7,446
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
112
shares
|
$7,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
111
shares
|
$7,250
0.0% of portfolio
|
Q4 2024
Reduced 59.04%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
108
shares
|
$7,054
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
105
shares
|
$6,858
0.0% of portfolio
|
Q3 2024
Reduced 78.31%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
105
shares
|
$6,858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
104
shares
|
$6,793
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
101
shares
|
$6,597
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
100
shares
|
$6,531
0.0% of portfolio
|
Q2 2024
Reduced 71.1%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
100
shares
|
$6,531
0.0% of portfolio
|
Q2 2024
Reduced 90.83%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
100
shares
|
$6,531
0.0% of portfolio
|
Q4 2024
Reduced 52.83%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
100
shares
|
$6,531
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
100
shares
|
$6,531
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
100
shares
|
$6,531
0.0% of portfolio
|
Q3 2024
New holding
|