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 |
|---|---|---|---|---|---|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
29
shares
|
$2,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
28
shares
|
$2,009
0.0% of portfolio
|
Q3 2022
Added 3.7%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
28
shares
|
$2,009
0.0% of portfolio
|
Q2 2025
Reduced 90.73%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
28
shares
|
$2,009
0.0% of portfolio
|
Q2 2025
Reduced 90.73%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
28
shares
|
$2,009
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
28
shares
|
$2,009
0.0% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
27
shares
|
$1,937
0.0% of portfolio
|
Q4 2024
Reduced 92.5%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
25
shares
|
$1,793
0.0% of portfolio
|
Q2 2025
Added 127.27%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
25
shares
|
$1,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
24
shares
|
$1,722
0.08% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
23
shares
|
$1,650
0.0% of portfolio
|
Q2 2024
Added 27.78%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
23
shares
|
$1,650
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
22
shares
|
$1,578
0.0% of portfolio
|
Q2 2025
Reduced 53.19%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
22
shares
|
$1,578
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
21
shares
|
$1,506
0.0% of portfolio
|
Q2 2025
Reduced 95.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
20
shares
|
$1,435
0.0% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
20
shares
|
$1,435
0.0% of portfolio
|
Q2 2024
Reduced 99.96%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
19
shares
|
$1,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
18
shares
|
$1,291
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
18
shares
|
$1,291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
17
shares
|
$1,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
17
shares
|
$1,219
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
15
shares
|
$1,076
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
14
shares
|
$1,004
0.0% of portfolio
|
Q2 2025
Reduced 97.58%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12
shares
|
$861
0.0% of portfolio
|
Q4 2024
Reduced 88.0%
|