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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
70
shares
|
$5,022
0.0% of portfolio
|
Q1 2025
Reduced 85.11%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
69
shares
|
$4,950
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
69
shares
|
$4,950
0.0% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
64
shares
|
$4,592
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
58
shares
|
$4,161
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
58
shares
|
$4,161
0.0% of portfolio
|
Q2 2025
Added 34.88%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
54
shares
|
$3,874
0.0% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
52
shares
|
$3,731
0.0% of portfolio
|
Q1 2025
Reduced 55.17%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
50
shares
|
$3,587
0.0% of portfolio
|
Q2 2023
Reduced 35.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
50
shares
|
$3,587
0.0% of portfolio
|
Q2 2024
Reduced 97.21%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
49
shares
|
$3,515
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
49
shares
|
$3,515
0.0% of portfolio
|
Q2 2025
Added 25.64%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
47
shares
|
$3,372
0.0% of portfolio
|
Q2 2025
Added 176.47%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
46
shares
|
$3,300
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
42
shares
|
$3,013
0.0% of portfolio
|
Q2 2025
Reduced 51.16%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
39
shares
|
$2,798
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
39
shares
|
$2,798
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
38
shares
|
$2,726
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
38
shares
|
$2,726
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
37
shares
|
$2,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
36
shares
|
$2,583
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
34
shares
|
$2,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
32
shares
|
$2,296
0.0% of portfolio
|
Q2 2025
Added 146.15%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
32
shares
|
$2,296
0.0% of portfolio
|
Q1 2025
Reduced 82.89%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
29
shares
|
$2,080
0.0% of portfolio
|
Q2 2025
New holding
|