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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
100
shares
|
$7,175
0.0% of portfolio
|
Q2 2024
Reduced 71.1%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
100
shares
|
$7,175
0.0% of portfolio
|
Q2 2024
Reduced 90.83%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
100
shares
|
$7,175
0.0% of portfolio
|
Q4 2024
Reduced 52.83%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
100
shares
|
$7,175
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
100
shares
|
$7,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
100
shares
|
$7,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
100
shares
|
$7,175
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
95
shares
|
$6,816
0.0% of portfolio
|
Q2 2025
Added 15.85%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
94
shares
|
$6,744
0.0% of portfolio
|
Q1 2023
Added 11.9%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
92
shares
|
$6,601
0.0% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
91
shares
|
$6,529
0.0% of portfolio
|
Q2 2025
Added 24.66%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
91
shares
|
$6,529
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
90
shares
|
$6,457
0.0% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
89
shares
|
$6,385
0.0% of portfolio
|
Q4 2024
Reduced 67.42%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
89
shares
|
$6,385
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
89
shares
|
$6,385
0.0% of portfolio
|
Q2 2025
Reduced 42.58%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
86
shares
|
$6,170
0.0% of portfolio
|
Q2 2025
Reduced 79.33%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
86
shares
|
$6,170
0.01% of portfolio
|
Q2 2025
Added 152.33%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
85
shares
|
$6,098
0.0% of portfolio
|
Q2 2025
Added 129.73%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
83
shares
|
$5,955
0.0% of portfolio
|
Q4 2021
Reduced 63.76%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
81
shares
|
$5,811
0.0% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
78
shares
|
$5,596
0.0% of portfolio
|
Q2 2025
Added 27.87%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
72
shares
|
$5,166
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
71
shares
|
$5,094
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
70
shares
|
$5,022
0.0% of portfolio
|
Q2 2022
Added 1.45%
|