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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
94
shares
|
$6,140
0.0% of portfolio
|
Q1 2023
Added 11.9%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
94
shares
|
$6,140
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
91
shares
|
$5,944
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
90
shares
|
$5,878
0.0% of portfolio
|
Q1 2025
Reduced 84.77%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
87
shares
|
$5,682
0.0% of portfolio
|
Q1 2025
Reduced 81.88%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
86
shares
|
$5,617
0.0% of portfolio
|
Q1 2025
Added 138.89%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
86
shares
|
$5,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
85
shares
|
$5,552
0.0% of portfolio
|
Q3 2024
Reduced 76.06%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
83
shares
|
$5,421
0.0% of portfolio
|
Q4 2021
Reduced 63.76%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
78
shares
|
$5,094
0.0% of portfolio
|
Q1 2025
Reduced 66.81%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
73
shares
|
$4,768
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
72
shares
|
$4,703
0.0% of portfolio
|
Q4 2024
Reduced 79.13%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
72
shares
|
$4,703
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
71
shares
|
$4,637
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
71
shares
|
$4,637
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
70
shares
|
$4,572
0.0% of portfolio
|
Q2 2022
Added 1.45%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
70
shares
|
$4,572
0.0% of portfolio
|
Q1 2025
Reduced 85.11%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
66
shares
|
$4,311
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
64
shares
|
$4,180
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
62
shares
|
$4,049
0.0% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
55
shares
|
$3,592
0.0% of portfolio
|
Q2 2024
Reduced 81.67%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
52
shares
|
$3,396
0.0% of portfolio
|
Q1 2025
Reduced 55.17%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
50
shares
|
$3,265
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
50
shares
|
$3,265
0.0% of portfolio
|
Q2 2023
Reduced 35.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
50
shares
|
$3,265
0.0% of portfolio
|
Q2 2024
Reduced 97.21%
|