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 2,091 institutions that hold shares in the stock, with a total of 1.03 Billion shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
221
shares
|
$13,498
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
217
shares
|
$13,254
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
216
shares
|
$13,193
0.0% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
213
shares
|
$13,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
208
shares
|
$12,704
0.0% of portfolio
|
Q1 2025
Reduced 79.69%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
204
shares
|
$12,460
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
203
shares
|
$12,399
0.0% of portfolio
|
Q4 2023
Reduced 13.25%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
202
shares
|
$12,338
0.01% of portfolio
|
Q4 2021
Added 10000.0%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
202
shares
|
$12,338
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
202
shares
|
$12,338
0.0% of portfolio
|
Q1 2025
Reduced 42.78%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
201
shares
|
$12,277
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
200
shares
|
$12,216
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
200
shares
|
$12,216
0.01% of portfolio
|
Q1 2025
Reduced 44.75%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
197
shares
|
$12,032
0.0% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
196
shares
|
$11,971
0.0% of portfolio
|
Q2 2024
Reduced 10.09%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
196
shares
|
$11,971
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
195
shares
|
$11,910
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
194
shares
|
$11,849
0.0% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
191
shares
|
$11,666
0.0% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
190
shares
|
$11,605
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
187
shares
|
$11,421
0.0% of portfolio
|
Q1 2025
Reduced 83.99%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
185
shares
|
$11,299
0.01% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
173
shares
|
$10,566
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
165
shares
|
$10,078
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
160
shares
|
$9,772
0.01% of portfolio
|
Q4 2022
New holding
|