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 |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
271
shares
|
$19,444
0.0% of portfolio
|
Q2 2025
Reduced 99.35%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
270
shares
|
$19,372
0.12% of portfolio
|
Q1 2022
Added 8.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
268
shares
|
$19,229
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
252
shares
|
$18,081
0.02% of portfolio
|
Q2 2025
Reduced 64.41%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
250
shares
|
$17,937
0.01% of portfolio
|
Q4 2020
Reduced 54.63%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
250
shares
|
$17,937
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
249
shares
|
$17,865
0.0% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
249
shares
|
$17,865
0.01% of portfolio
|
Q2 2025
Added 301.61%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
247
shares
|
$17,722
0.01% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
246
shares
|
$17,650
0.0% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
244
shares
|
$17,507
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
242
shares
|
$17,363
0.01% of portfolio
|
Q2 2025
Reduced 38.27%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
241
shares
|
$17,291
0.01% of portfolio
|
Q3 2022
Reduced 5.86%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
231
shares
|
$16,574
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
229
shares
|
$16,430
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
228
shares
|
$16,359
0.0% of portfolio
|
Q2 2025
Reduced 45.32%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
224
shares
|
$16,072
0.01% of portfolio
|
Q1 2025
Reduced 34.12%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
222
shares
|
$15,928
0.0% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
222
shares
|
$15,928
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
221
shares
|
$15,856
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
213
shares
|
$15,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
208
shares
|
$14,924
0.0% of portfolio
|
Q1 2025
Reduced 79.69%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
205
shares
|
$14,708
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
203
shares
|
$14,565
0.0% of portfolio
|
Q4 2023
Reduced 13.25%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
202
shares
|
$14,493
0.01% of portfolio
|
Q4 2021
Added 10000.0%
|