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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
202
shares
|
$14,493
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
202
shares
|
$14,493
0.0% of portfolio
|
Q1 2025
Reduced 42.78%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
201
shares
|
$14,421
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
200
shares
|
$14,350
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
200
shares
|
$14,350
0.0% of portfolio
|
Q1 2025
Reduced 44.75%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
197
shares
|
$14,134
0.0% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
196
shares
|
$14,063
0.0% of portfolio
|
Q2 2024
Reduced 10.09%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
195
shares
|
$13,991
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
194
shares
|
$13,919
0.0% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
190
shares
|
$13,632
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
187
shares
|
$13,417
0.0% of portfolio
|
Q1 2025
Reduced 83.99%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
185
shares
|
$13,273
0.0% of portfolio
|
Q2 2025
Reduced 37.07%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
185
shares
|
$13,273
0.01% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
173
shares
|
$12,412
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
172
shares
|
$12,341
0.0% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
172
shares
|
$12,341
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
170
shares
|
$12,197
0.01% of portfolio
|
Q2 2025
Reduced 93.88%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
166
shares
|
$11,910
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
160
shares
|
$11,480
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
157
shares
|
$11,264
0.01% of portfolio
|
Q2 2025
Reduced 40.3%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
154
shares
|
$11,049
0.0% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
151
shares
|
$10,834
0.0% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
150
shares
|
$10,762
0.0% of portfolio
|
Q1 2024
Reduced 97.6%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$10,762
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
150
shares
|
$10,762
0.01% of portfolio
|
Q2 2025
New holding
|