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 |
|---|---|---|---|---|---|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
339
shares
|
$24,323
0.01% of portfolio
|
Q1 2025
Reduced 23.48%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
339
shares
|
$24,323
0.0% of portfolio
|
Q2 2025
Added 56.94%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
336
shares
|
$24,108
0.01% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
334
shares
|
$23,964
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
333
shares
|
$23,892
0.0% of portfolio
|
Q2 2025
Reduced 75.33%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
323
shares
|
$23,175
0.01% of portfolio
|
Q2 2025
Reduced 83.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
322
shares
|
$23,103
0.01% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
319
shares
|
$22,888
0.01% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
317
shares
|
$22,744
0.0% of portfolio
|
Q2 2023
Reduced 86.16%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
315
shares
|
$22,601
0.01% of portfolio
|
Q2 2025
Reduced 93.55%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
311
shares
|
$22,314
0.02% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
310
shares
|
$22,242
0.0% of portfolio
|
Q4 2023
Reduced 37.63%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
310
shares
|
$22,242
0.02% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
310
shares
|
$22,242
0.01% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
302
shares
|
$21,668
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$21,525
0.0% of portfolio
|
Q1 2024
Reduced 90.77%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
293
shares
|
$21,022
0.0% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
290
shares
|
$20,807
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
285
shares
|
$20,448
0.02% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
279
shares
|
$20,018
0.01% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
278
shares
|
$19,946
0.0% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
274
shares
|
$19,659
0.0% of portfolio
|
Q2 2025
Added 22.32%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
274
shares
|
$19,659
0.02% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
272
shares
|
$19,516
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
271
shares
|
$19,444
0.01% of portfolio
|
Q2 2025
Reduced 2.87%
|