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Disclosery

CVS CVS HEALTH CORP

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COM (common), issuer CIK 64803

1,723 managers (1,759 13F filers) reported a position in CVS shares at 2025-03-31, 1,082,717,950 shares in all. 260 filers opened a position and 171 filers sold out during the quarter.

Managers
1,723
13F filers
1,759
New
260
Added
535
Reduced
760
Sold out
171
Shares held by filers
1,082,717,950

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NorthRock Partners, LLC14,237$965K0.03%new13F-HRTimeline
Chicago Partners Investment Group LLC14,411$962K0.03%-4113F-HRTimeline
Diligent Investors, LLC14,174$960K0.23%-3,10813F-HRTimeline
LRI Investments, LLC14,151$959K0.09%+4,98913F-HRTimeline
Centiva Capital, LP14,145$958K0.06%-60,14913F-HRTimeline
OSTRUM ASSET MANAGEMENT14,084$954K0.05%-31,79513F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE14,000$949K0.28%-34513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,995$948K0.08%+2,79813F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd13,985$947K0.06%new13F-HRTimelineGroup
Community Bank & Trust, Waco, Texas13,942$945K0.22%-79413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC13,915$943K0.02%-1,22713F-HRTimeline
Cornerstone Wealth Management, LLC13,875$940K0.06%-25913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.13,873$940K0.27%-1,43213F-HRTimeline
MGO ONE SEVEN LLC13,869$940K0.04%-7,61513F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH13,978$938K0.01%-2,71413F-HRTimelineGroup
SageView Advisory Group, LLC13,839$938K0.04%-11713F-HRTimeline
TCI Wealth Advisors, Inc.13,830$937K0.08%-91813F-HRTimeline
Aljian Capital Management, LLC13,777$933K0.22%+42813F-HRTimeline
Byrne Asset Management LLC13,586$920K0.68%+34513F-HRTimeline
Frank, Rimerman Advisors LLC13,489$914K0.07%+1,70213F-HRTimeline
UMB Bank, n.a.13,426$910K0.01%-1,68113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,422$909K0.02%-33,82613F-HRTimelineGroup
Benin Management CORP13,365$905K0.26%-4,15013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd13,297$901K0.01%-4,01713F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.13,271$899K0.56%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC13,250$898K0.24%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC13,686$894K0.1%+7,41013F-HRTimeline
National Wealth Management Group, LLC13,153$891K0.59%new13F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.13,123$889K0.08%-1413F-HRTimeline
Insight Inv LLC13,106$888K0.61%-5513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,097$887K0.35%new13F-HRTimeline
RMR Wealth Builders13,086$887K0.09%-73613F-HRTimeline
Mutual Advisors, LLC13,511$883K0.03%-1,04013F-HRTimeline
WHITTIER TRUST CO12,991$880K0.01%-4,35213F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS12,904$874K0.02%-3,43413F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC12,900$874K0.23%013F-HRTimeline
ProVise Management Group, LLC12,850$871K0.07%-4,82413F-HRTimeline
INTEGRITY ALLIANCE, LLC.12,793$867K0.03%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,778$866K0.02%+1313F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,755$864K0.03%+14713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,741$863K0.02%+5,98013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW12,738$863K0.16%-17713F-HRTimelineGroup
LONGFELLOW INVESTMENT MANAGEMENT CO LLC12,650$857K0.21%-2,42413F-HRTimeline
PROFFITT & GOODSON INC12,628$856K0.14%+1,30713F-HRTimeline
CENTRAL TRUST Co12,539$850K0.02%-98413F-HRTimeline
Bluespring Wealth Management, LLC12,477$845K0.09%+30513F-HRTimeline
Aptus Capital Advisors, LLC12,422$842K0.01%+41213F-HRTimeline
WATERS PARKERSON & CO., LLC12,412$841K0.04%-32913F-HRTimeline
Copperwynd Financial, LLC12,371$838K0.23%+7,73413F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP12,272$831K0.03%-1,89013F-HRTimeline
Hartford Financial Management Inc.12,169$824K0.17%-20,64813F-HRTimeline
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO12,055$817K1.16%+6213F-HRTimeline
HUB Investment Partners, LLC12,052$817K0.03%-2,18813F-HRTimeline
Pettee Investors, Inc.12,025$815K0.49%-85013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC12,008$814K0.38%+813F-HRTimeline
Supplemental Annuity Collective Trust o…12,000$813K0.26%013F-HRTimeline
Connective Portfolio Management, LLC12,000$813K2.74%new13F-HRTimeline
Bryce Point Capital, LLC12,460$810K0.61%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.11,955$810K0.09%-2,74513F-HRTimeline
Addison Capital Co11,951$810K0.32%-2,54813F-HRTimeline
SMITH, MOORE & CO.11,848$803K0.07%-49813F-HRTimeline
SYON CAPITAL LLC11,810$800K0.07%+4,28413F-HRTimeline
NOVEM GROUP11,788$799K0.11%-73413F-HRTimeline
PRIVATE TRUST CO NA11,787$799K0.08%+10113F-HRTimeline
Cohen Klingenstein LLC11,700$793K0.03%013F-HRTimeline
Herold Advisors, Inc.11,690$792K0.17%-68713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,688$792K0.05%+5,66113F-HRTimelineGroup
Northstar Group, Inc.11,676$791K0.13%-53313F-HRTimeline
MONTAG A & ASSOCIATES INC11,640$789K0.04%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO11,633$788K0.02%-2,07613F-HRTimeline
Humankind Investments LLC11,627$788K0.2%-2,02813F-HRTimeline
TriaGen Wealth Management LLC11,626$788K0.28%new13F-HRTimeline
Curat Global, LLC11,560$783K0.95%13F-HRTimeline
IHT Wealth Management, LLC11,546$782K0.02%-1,19913F-HRTimeline
Cetera Trust Company, N.A11,543$782K0.5%+3,62513F-HRTimeline
TWIN CAPITAL MANAGEMENT INC11,516$780K0.09%-12813F-HRTimeline
Generali Investments CEE, investicni sp…11,500$779K0.07%013F-HRTimeline
Wedmont Private Capital11,110$772K0.04%+1,70713F-HRTimeline
Widmann Financial Services, Inc.11,396$772K0.6%+4013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.11,384$771K0.23%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…11,382$771K0.02%-13,87913F-HRTimelineGroup
Gladstone Institutional Advisory LLC11,382$771K0.04%-1,44313F-HRTimeline
Marcum Wealth, LLC11,354$769K0.07%+2,63113F-HRTimeline
EASTERN BANK11,316$767K0.02%-9,59413F-HRTimeline
Narwhal Capital Management11,269$763K0.07%-24013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC11,210$759K0.59%013F-HR/ATimeline
PERSONAL CFO SOLUTIONS, LLC11,136$754K0.15%+1,11613F-HRTimeline
Mendel Money Management11,117$753K0.36%-94513F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT11,112$753K0.38%-13913F-HRTimeline
1ST SOURCE BANK11,089$751K0.04%-1,24713F-HRTimeline
Focus Financial Network, Inc.11,081$751K0.03%+11713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,009$746K0.02%new13F-HRTimeline
CHICAGO TRUST Co NA10,960$743K0.13%-59113F-HRTimeline
Meridian Wealth Management, LLC10,915$739K0.04%-77513F-HRTimeline
Aaron Wealth Advisors LLC10,900$738K0.08%+2,07813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10,858$736K0.12%+1,75713F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co3,900$732K0.02%-1,75713F-HRTimelineGroup
Kovack Advisors, Inc.10,671$723K0.08%-26913F-HRTimeline
Pflug Koory, LLC10,643$721K0.4%-9013F-HRTimeline
Aurdan Capital Management, LLC10,640$721K0.27%013F-HRTimeline
Performance Wealth Partners, LLC10,618$719K0.03%+2813F-HRTimeline
Founders Financial Alliance, LLC10,540$714K0.17%+34913F-HRTimeline
Bristlecone Advisors, LLC10,488$711K0.06%-30013F-HRTimeline
Composition Wealth, LLC10,474$710K0.01%+1,54313F-HRTimeline
Anchor Investment Management, LLC10,457$708K0.07%-1,44613F-HRTimeline
MeadowBrook Investment Advisors LLC10,434$707K0.66%-38013F-HRTimeline
JB Capital LLC10,413$706K0.04%+6713F-HRTimeline
Summit Financial Wealth Advisors, LLC10,403$705K0.14%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC10,391$704K0.12%+2,76713F-HRTimeline
Sierra Capital LLC10,378$703K0.08%-66113F-HRTimeline
Michels Family Financial, LLC10,333$700K0.63%+22213F-HRTimeline
Parallel Advisors, LLC10,325$699K0.02%+2,66313F-HRTimeline
MMA ASSET MANAGEMENT LLC10,319$699K0.29%013F-HRTimeline
WealthTrust Axiom LLC10,316$699K0.21%+90113F-HRTimeline
Lester Murray Antman dba SimplyRich10,316$698K0.2%+2,25113F-HRTimeline
M Holdings Securities, Inc.10,280$697K0.12%-61113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,256$695K0.02%new13F-HRTimeline
Texas Bank & Trust Co10,196$691K0.29%new13F-HRTimeline
ALBERT D MASON INC10,160$688K0.47%+72513F-HRTimeline
BCU Wealth Advisors, LLC10,145$687K0.36%-43813F-HRTimeline
Blue Trust, Inc.10,121$686K0.01%+1,83413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,087$683K0.26%-73113F-HRTimeline
Pathway Financial Advisers, LLC10,015$679K0.23%-13,54113F-HRTimeline
Venture Visionary Partners LLC10,013$678K0.03%-15413F-HRTimeline
Graypoint LLC9,998$677K0.04%+4,81113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,984$676K0.02%-3613F-HRTimelineGroup
MONECO ADVISORS, LLC9,968$675K0.07%-9,09913F-HR/ATimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC9,924$672K0.27%-1,54913F-HRTimeline
EVERETT HARRIS & CO /CA/9,919$672K0.01%-1,15913F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…9,882$670K0.04%013F-HRTimeline
Triangle Securities Wealth Management9,863$668K0.17%-19713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NCM Capital Management, LLC9,825$666K0.3%-1,40013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…9,808$665K0.16%+10013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,783$663K0.04%-2,53213F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…9,715$658K0.33%-19013F-HRTimeline
Visionary Wealth Advisors9,695$657K0.04%+14513F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…9,771$656K0.01%+1,19113F-HRTimelineGroup
MTM Investment Management, LLC9,541$649K0.25%013F-HRTimeline
INTRUST BANK NA9,560$648K0.06%+2,33913F-HRTimeline
Sava Infond d.o.o.9,450$640K0.12%013F-HRTimeline
FineMark National Bank & Trust9,419$638K0.02%-45413F-HRTimeline
First Horizon Advisors, Inc.9,415$638K0.02%+2,51313F-HRTimeline
St. Johns Investment Management Company…9,400$637K0.31%-3,33013F-HRTimeline
Ashton Thomas Private Wealth, LLC9,381$636K0.02%+1,61513F-HRTimeline
Family Legacy, Inc.9,375$635K0.22%-5513F-HRTimeline
Newman Dignan & Sheerar, Inc.9,359$634K0.17%-35813F-HR/ATimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…9,297$630K0.13%013F-HRTimeline
Confluence Wealth Services, Inc.9,541$626K0.04%+5,42313F-HRTimeline
NAPATREE CAPITAL LLC9,179$622K0.35%-76213F-HRTimeline
SPC Financial, Inc.9,125$618K0.05%+90013F-HRTimeline
BRIGHTON JONES LLC9,124$618K0.02%+1,49413F-HRTimeline
GFS Advisors, LLC9,115$618K0.12%013F-HRTimeline
Simplify Asset Management Inc.9,105$617K0.03%-913F-HRTimeline
Cove Private Wealth, LLC9,104$617K0.32%013F-HRTimeline
ADIRONDACK TRUST CO9,041$613K0.24%-73713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,018$611K0.02%-1,02313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,004$610K0.01%-4,73513F-HRTimeline
United Asset Strategies, Inc.8,931$605K0.06%+80213F-HRTimeline
SPINNAKER TRUST8,917$604K0.04%013F-HRTimeline
SOMERVILLE KURT F8,868$601K0.1%-2,82013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…8,853$600K0.11%013F-HRTimeline
Atlantic Edge Private Wealth Management…8,837$599K0.18%-12413F-HRTimeline
Qsemble Capital Management, LP8,787$595K0.06%-56,78713F-HRTimeline
Smith Salley Wealth Management8,727$591K0.04%-8,12713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC8,719$591K0.06%-4,17313F-HRTimeline
LGT Group Foundationin group LGT Group Foundation8,695$589K0.01%-35,22713F-HRTimelineGroup
Lindbrook Capital, LLC8,688$589K0.05%+1,91613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,973$588K0.01%-75013F-HRTimeline
Boltwood Capital Management8,670$587K0.18%-53013F-HRTimeline
GROUPAMA ASSET MANAGMENT8,722$586K0.01%-50,97513F-HRTimeline
HANCOCK WHITNEY CORP8,609$583K0.02%-31413F-HRTimeline
PSI Advisors, LLC8,589$582K0.19%-3,55313F-HRTimeline
Intrua Financial, LLC8,573$581K0.09%-1,58613F-HRTimeline
Busey Bank8,542$579K0.02%-72413F-HRTimeline
Forza Wealth Management, LLC8,524$578K0.26%+21513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,524$577K0.01%-2,53313F-HRTimeline
Mayflower Financial Advisors, LLC8,507$576K0.09%-97513F-HRTimeline
Strategic Investment Advisors / MI8,466$574K0.06%+19413F-HRTimeline
PITCAIRN COin group PITCAIRN CO8,403$569K0.03%+1,07213F-HRTimelineGroup
WEBSTER BANK, N. A.8,382$568K0.06%-4,80813F-HRTimeline
Orange Investment Advisors, Inc.8,381$568K0.07%-32513F-HRTimeline
Lion Street Advisors, LLC8,359$566K0.18%-1013F-HRTimeline
GARRISON POINT ADVISORS, LLC8,350$566K0.27%+5013F-HRTimeline
WASHINGTON TRUST Co8,332$564K0.02%-46013F-HRTimeline
Beaton Management Co. Inc.8,297$562K0.29%-61413F-HRTimeline
Ballentine Partners, LLC8,257$559K0.01%+2,94313F-HRTimeline
CONNING INC.in group CONNING INC.8,254$559K0.02%013F-HRTimelineGroup
Foundations Investment Advisors, LLC8,237$558K0.01%+27913F-HRTimeline
Claro Advisors Inc.8,234$558K0.07%+3,38313F-HRTimeline
Persium Advisors, LLC8,225$557K0.53%+1,03513F-HRTimeline
INVESTMENT HOUSE LLC8,215$557K0.03%-5,52513F-HRTimeline
SeaCrest Wealth Management, LLC8,136$551K0.06%+34413F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC8,132$551K0.45%-3,72213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC8,122$550K0.12%-40013F-HRTimeline
Crews Bank & Trust8,111$550K0.09%-10813F-HRTimeline
Waterloo Capital, L.P.8,074$547K0.05%-76913F-HRTimeline
Virtue Capital Management, LLC8,043$546K0.06%new13F-HRTimeline
Belpointe Asset Management LLC8,024$544K0.03%-1,47713F-HRTimeline
SIMON QUICK ADVISORS, LLC8,014$543K0.03%new13F-HRTimeline
HALL LAURIE J TRUSTEE8,000$542K0.19%-3,51313F-HRTimeline