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 |
|---|---|---|---|---|---|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
150
shares
|
$10,762
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
148
shares
|
$10,619
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
147
shares
|
$10,547
0.0% of portfolio
|
Q4 2024
Reduced 56.12%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
145
shares
|
$10,403
0.0% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
144
shares
|
$10,332
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
142
shares
|
$10,188
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
137
shares
|
$9,829
0.01% of portfolio
|
Q1 2025
Added 19.13%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
135
shares
|
$9,686
0.01% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
130
shares
|
$9,327
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
128
shares
|
$9,184
0.0% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
126
shares
|
$9,040
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
125
shares
|
$8,968
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
125
shares
|
$8,968
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
119
shares
|
$8,538
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
117
shares
|
$8,394
0.0% of portfolio
|
Q2 2025
Reduced 20.95%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
112
shares
|
$8,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
108
shares
|
$7,749
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
107
shares
|
$7,677
0.0% of portfolio
|
Q2 2025
Added 94.55%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
107
shares
|
$7,677
0.01% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
107
shares
|
$7,677
0.01% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
105
shares
|
$7,533
0.0% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
105
shares
|
$7,533
0.0% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
102
shares
|
$7,318
0.0% of portfolio
|
Q1 2025
Reduced 96.9%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
101
shares
|
$7,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$7,175
0.0% of portfolio
|
Q2 2025
New holding
|