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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
105
shares
|
$6,413
0.0% of portfolio
|
Q3 2024
Reduced 78.31%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
105
shares
|
$6,413
0.0% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
104
shares
|
$6,352
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
102
shares
|
$6,230
0.0% of portfolio
|
Q1 2025
Reduced 96.9%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
101
shares
|
$6,169
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
101
shares
|
$6,169
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
100
shares
|
$6,108
0.0% of portfolio
|
Q2 2024
Reduced 71.1%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
100
shares
|
$6,108
0.0% of portfolio
|
Q2 2024
Reduced 90.83%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
100
shares
|
$6,108
0.0% of portfolio
|
Q4 2024
Reduced 52.83%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
100
shares
|
$6,108
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
100
shares
|
$6,108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
100
shares
|
$6,108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
100
shares
|
$6,108
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
94
shares
|
$5,741
0.0% of portfolio
|
Q1 2023
Added 11.9%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
91
shares
|
$5,558
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
90
shares
|
$5,497
0.0% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
89
shares
|
$5,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
87
shares
|
$5,313
0.0% of portfolio
|
Q1 2025
Reduced 81.88%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
86
shares
|
$5,252
0.0% of portfolio
|
Q2 2025
Reduced 79.33%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
86
shares
|
$5,252
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
85
shares
|
$5,191
0.0% of portfolio
|
Q3 2024
Reduced 76.06%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
85
shares
|
$5,191
0.0% of portfolio
|
Q1 2025
Reduced 98.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
83
shares
|
$5,069
0.0% of portfolio
|
Q4 2021
Reduced 63.76%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
82
shares
|
$5,008
0.0% of portfolio
|
Q1 2025
Reduced 63.06%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
81
shares
|
$4,947
0.0% of portfolio
|
Q1 2025
Reduced 77.75%
|