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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
MITCHELL MCLEOD PUGH & WILLIAMS INC7,988$541K0.11%+1113F-HRTimeline
RFG Advisory, LLC7,984$541K0.01%-27313F-HRTimeline
Koss-Olinger Consulting, LLC7,968$540K0.05%-20,75113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,913$536K0.01%-1,21513F-HRTimelineGroup
North Forty Two & Co.7,893$535K0.59%013F-HRTimeline
Verdence Capital Advisors LLC7,890$535K0.04%+8913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,865$533K0.01%-18,78513F-HRTimeline
WEALTH ALLIANCE, LLC7,822$530K0.06%+1,74613F-HRTimeline
R Squared Ltd7,820$530K0.57%+3,68013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Convergence Investment Partners, LLC7,809$529K0.15%-64113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…7,800$528K<0.01%-138,68313F-HRTimelineGroup
Quotient Wealth Partners, LLC7,764$526K0.02%new13F-HRTimeline
Arete Wealth Advisors, LLC7,740$524K0.04%+1,83913F-HRTimeline
E Fund Management Co., Ltd.7,722$523K0.02%-1,66813F-HRTimeline
Independence Bank of Kentucky7,674$520K0.08%-45313F-HRTimeline
Legacy Advisors, LLC7,608$515K0.05%+1,12413F-HRTimeline
Camelot Portfolios, LLC7,598$515K0.32%-1,34313F-HRTimeline
ARS Wealth Advisors Group, LLC7,590$514K0.07%-80713F-HRTimeline
American State Bank (Iowa)7,550$512K0.31%+1,48913F-HRTimeline
WESTBOURNE INVESTMENTS, INC.7,500$508K0.31%new13F-HRTimeline
Wealth Advisory Solutions, LLC7,451$505K0.13%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…7,437$504K0.18%013F-HRTimeline
Dorsey & Whitney Trust CO LLC7,378$500K0.03%+71513F-HRTimeline
Hexagon Capital Partners LLC7,353$498K0.09%+67413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,339$497K0.02%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.7,327$496K0.02%-37313F-HRTimeline
Coastal Bridge Advisors, LLC7,284$494K0.04%new13F-HR/ATimeline
Sage Mountain Advisors LLC7,248$491K0.04%new13F-HRTimeline
OPTIMIZE FINANCIAL INC.7,246$491K0.36%-91213F-HR/ATimeline
Sonora Investment Management Group, LLC7,234$490K0.04%+1,95013F-HRTimeline
Checchi Capital Advisers, LLC7,217$489K0.03%+1,29613F-HRTimeline
Icon Wealth Advisors, LLC7,192$487K0.04%+17413F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…7,153$485K0.17%013F-HRTimeline
Wilson & Boucher Capital Management, LLC7,150$484K0.36%-40013F-HRTimeline
Key Client Fiduciary Advisors, LLC7,096$481K0.22%+9613F-HRTimeline
M.E. ALLISON & CO., INC.7,023$476K0.47%+85013F-HRTimeline
Sunbelt Securities, Inc.7,011$475K0.04%-41513F-HRTimeline
LANARK FINANCIAL, INC.7,008$474K0.04%+7,00113F-HRTimeline
YHB Investment Advisors, Inc.6,960$472K0.04%-5,38513F-HRTimeline
Tyler-Stone Wealth Management6,917$469K0.08%-2,75713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC6,868$465K0.28%-35413F-HRTimeline
Prasad Wealth Partners, LLC6,862$465K0.15%+4813F-HRTimeline
Private Wealth Asset Management, LLC6,858$465K0.07%13F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC6,842$464K0.01%new13F-HRTimelineGroup
Financial Engines Advisors L.L.C.6,833$463K<0.01%-1,33113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,778$459K0.01%+32013F-HRTimelineGroup
Fayez Sarofim & Coin group Fayez Sarofim & Co6,773$459K<0.01%-1,50013F-HRTimelineGroup
Williams Financial, LLC6,756$458K0.32%+9413F-HRTimeline
GC Wealth Management RIA, LLC6,741$457K0.08%+15213F-HRTimeline
First Nebraska Trust Co6,736$456K0.05%-5013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC6,731$456K0.13%new13F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding6,720$455K-11,796Timeline
Alta Advisers Ltdin group Alta Advisers Ltd6,712$455K0.19%new13F-HRTimelineGroup
Columbia Asset Management6,598$447K0.09%-1,10013F-HRTimeline
LEIGH BALDWIN & CO., LLC6,548$444K0.36%+30813F-HRTimeline
Severin Investments, LLC6,516$441K0.44%+29013F-HRTimeline
Regal Investment Advisors LLC6,505$441K0.04%-31913F-HRTimeline
Integrated Quantitative Investments LLC6,500$440K0.22%-3,00013F-HRTimeline
Empower Advisory Group, LLC6,490$440K<0.01%-13,02613F-HRTimeline
Athena Investment Management6,489$440K0.27%+29613F-HRTimeline
Worth Financial Advisory Group, LLC6,468$438K0.28%+24013F-HRTimeline
Symmetry Partners, LLC6,436$436K0.06%-4213F-HRTimeline
Grandview Asset Management LLC6,400$434K0.16%-53513F-HRTimeline
HF Advisory Group, LLC6,386$433K0.19%-22113F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC6,363$431K0.12%-2513F-HRTimeline
COZAD ASSET MANAGEMENT INC6,330$429K0.04%-20213F-HRTimeline
BEACON FINANCIAL GROUP6,278$425K0.05%-6,02613F-HRTimeline
Crescent Grove Advisors, LLC6,276$425K0.04%+31513F-HRTimeline
City Center Advisors, LLC6,274$425K0.5%-1,59413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6,257$424K0.03%13F-HRTimeline
Octavia Wealth Advisors, LLC6,199$420K0.05%-44313F-HRTimeline
DIXON FNANCIAL SERVICES, INC.6,192$420K0.23%013F-HRTimeline
Ipsen Advisor Group LLC6,189$419K0.36%-56713F-HRTimeline
Addison Advisors LLC6,179$419K0.11%-24713F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,175$418K0.05%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,147$416K0.02%-117,17013F-HRTimelineGroup
Bull Street Advisors, LLC6,088$412K0.2%-73013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,055$410K0.1%+1,20713F-HRTimeline
First Financial Bankshares Inc6,035$409K0.01%-65813F-HRTimeline
Abacus Planning Group, Inc.6,013$407K0.07%+73113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,009$407K0.09%-14113F-HRTimeline
St. Clair Advisors, LLC6,000$406K0.11%013F-HRTimeline
Reliant Investment Partners, LLC6,000$406K0.41%013F-HRTimeline
Carson Advisory Inc.5,967$404K0.27%-50013F-HRTimeline
Schechter Investment Advisors, LLC5,945$403K0.03%+33613F-HRTimeline
RAHLFS CAPITAL, LLC5,930$402K0.4%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC5,915$401K0.04%new13F-HRTimeline
Rathbones Group PLC5,913$401K<0.01%-2,11513F-HRTimeline
Partners in Financial Planning5,906$400K0.08%+113F-HRTimeline
Pine Haven Investment Counsel, Inc5,895$399K0.34%-2,31213F-HRTimeline
HARBOUR INVESTMENTS, INC.5,877$398K0.01%+46113F-HRTimeline
Wallace Advisory Group, LLC8,845$397K0.27%+1,23613F-HRTimeline
LexAurum Advisors, LLC5,794$393K0.08%-13313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,779$392K0.01%+60513F-HRTimelineGroup
Truvestments Capital LLC5,761$390K0.08%+12113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,752$390K0.03%-44013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,746$389K0.01%-41613F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC5,674$386K0.06%013F-HRTimeline
Basepoint Wealth LLC5,668$384K0.3%-27913F-HRTimeline
AMARA FINANCIAL, LLC.5,632$382K0.35%013F-HRTimeline
Aspire Growth Partners LLC5,687$380K0.34%+29113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC5,586$378K0.01%new13F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC5,572$377K0.41%-17413F-HRTimeline
BARRETT & COMPANY, INC.5,547$376K0.16%-13113F-HRTimeline
JFS WEALTH ADVISORS, LLC5,522$374K0.03%+1,66513F-HRTimeline
BOSTON FAMILY OFFICE LLC5,520$374K0.03%-2,15013F-HRTimeline
BIRCHBROOK, INC.5,507$373K0.21%-71313F-HRTimeline
Grant/GrossMendelsohn, LLC5,727$372K0.21%013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…5,483$371K0.04%-25813F-HRTimeline
EVERPAR ADVISORS LLC5,481$371K0.2%new13F-HRTimeline
Plan Group Financial, LLC5,466$370K0.13%+22113F-HRTimeline
Meridian Financial Advisors, LLC5,457$370K0.26%013F-HRTimeline
TOWER BRIDGE ADVISORS5,452$369K0.04%-5,75913F-HRTimeline
Allen Capital Group, LLC5,443$369K0.04%new13F-HRTimeline
Ausdal Financial Partners, Inc.5,430$368K0.03%new13F-HRTimeline
CWA Asset Management Group, LLC5,407$366K0.02%new13F-HRTimeline
CVA Family Office, LLC5,336$362K0.06%+1,61413F-HRTimeline
ROCKLAND TRUST CO5,334$361K0.02%-16013F-HRTimeline
Corps Capital Advisors, LLC5,329$361K0.38%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,276$357K0.01%-813F-HRTimeline
WBH ADVISORY INC5,273$357K0.03%-1,48813F-HRTimeline
BXM Wealth LLC5,288$357K0.43%-1,68513F-HRTimeline
Ceeto Capital Group, LLC5,265$357K0.14%-1,41113F-HRTimeline
Goelzer Investment Management, Inc.5,266$357K0.02%-5,58413F-HR/ATimeline
FIRST AMERICAN TRUST, FSB5,252$356K0.03%-6,02113F-HRTimeline
Empire Financial Management Company, LLC5,241$355K0.11%013F-HRTimeline
Integrated Investment Consultants, LLC5,236$355K0.07%-13413F-HR/ATimeline
RD Lewis Holdings, Inc.5,245$354K0.4%-19613F-HRTimeline
North Star Investment Management Corp.5,219$354K0.03%-9,40513F-HRTimeline
Compass Ion Advisors, LLC5,173$350K0.04%-54013F-HRTimeline
McLean Asset Management Corp5,127$347K0.11%new13F-HRTimeline
Parkside Financial Bank & Trust5,104$346K0.04%+3513F-HRTimeline
SYM FINANCIAL Corp5,100$346K0.04%new13F-HRTimeline
DAVIDSON TRUST CO5,077$344K0.16%-2313F-HRTimeline
Vectors Research Management, LLC5,073$344K0.12%013F-HRTimeline
Hayek Kallen Investment Management5,056$343K0.13%-1,76613F-HRTimeline
PLIMOTH TRUST CO LLC5,060$343K0.09%-24,90113F-HRTimeline
Root Financial Partners, LLC5,057$343K0.04%-47713F-HRTimeline
Southland Equity Partners LLC5,017$340K0.08%+3213F-HRTimeline
Pines Wealth Management, LLC5,020$340K0.16%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …5,010$339K0.01%-89413F-HRTimelineGroup
Private Capital Advisors, Inc.5,000$339K0.04%013F-HRTimeline
WEALTH EFFECTS LLC4,987$338K0.14%-1,17913F-HRTimeline
Generali Investments, Management Co LLC4,981$337K0.1%new13F-HRTimeline
Element Wealth, LLC4,975$337K0.18%+4013F-HRTimeline
Topsail Wealth Management, LLC4,970$337K0.07%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,001$336K0.05%+13413F-HRTimeline
SHUFRO ROSE & CO LLC4,950$335K0.03%-3,27913F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA4,950$335K0.05%-1,99513F-HRTimeline
Koshinski Asset Management, Inc.4,930$334K0.03%+17813F-HRTimeline
KLINGENSTEIN FIELDS & CO LP4,928$334K0.01%+1013F-HRTimeline
Atlas Brown,Inc.4,893$331K0.12%+14213F-HRTimeline
Smithfield Trust Co4,871$331K0.02%-31913F-HRTimeline
Bayforest Capital Ltd4,881$331K0.14%new13F-HR/ATimeline
PEDDOCK CAPITAL ADVISORS, LLC4,871$330K0.08%-1,21413F-HRTimeline
MKT Advisors LLC5,165$330K0.15%+1513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,802$329K0.14%-17013F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,847$328K0.09%-27513F-HRTimeline
Manchester Capital Management LLC4,836$328K0.04%+37913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …4,818$326K0.05%-613F-HRTimeline
Wealth Watch Advisors, INC4,808$326K0.26%-5413F-HRTimeline
First City Capital Management, Inc.4,797$325K0.19%-1,18313F-HRTimeline
JNBA Financial Advisors4,771$323K0.03%-66713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,756$322K0.06%new13F-HRTimeline
Robertson Stephens Wealth Management, L…4,736$321K0.01%-85213F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y4,735$321K0.35%-10013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB4,719$320K0.01%+1,38113F-HRTimeline
Avestar Capital, LLC4,697$318K0.03%new13F-HRTimeline
Hoxton Planning & Management, LLC4,694$318K0.12%new13F-HRTimeline
Cladis Investment Advisory, LLC4,693$318K0.23%+10113F-HRTimeline
Sentry LLC4,684$317K0.06%013F-HRTimeline
Forum Private Client Group LLC4,670$316K0.14%+4413F-HRTimeline
MBB PUBLIC MARKETS I LLC4,661$316K0.04%new13F-HR/ATimeline
Brooklyn Investment Group4,657$315K0.07%+3,67413F-HRTimeline
Beverly Hills Private Wealth, LLC4,644$315K0.06%new13F-HRTimeline
First Western Trust Bank4,640$314K0.02%-23113F-HRTimeline
FIDUCIENT ADVISORS LLC4,624$313K0.04%new13F-HRTimeline
Simmons Bankin group Simmons Bank4,606$312K0.02%-75413F-HRTimelineGroup
Cadence Wealth Management LLC4,599$312K0.23%013F-HRTimeline
Pekin Hardy Strauss, Inc.4,575$310K0.04%013F-HRTimeline
Sunpointe, LLC4,575$310K0.17%new13F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…4,571$310K0.01%new13F-HRTimelineGroup
Tyche Wealth Partners LLC4,569$310K0.07%new13F-HRTimeline
Cadence Bank4,555$309K0.02%-5913F-HRTimeline
Keystone Financial Planning, Inc.4,521$306K0.09%013F-HRTimeline
Formidable Asset Management, LLC4,518$306K0.05%-93813F-HRTimeline
Valmark Advisers, Inc.4,515$306K<0.01%new13F-HRTimeline
Register Financial Advisors LLC4,503$305K0.16%-1,97313F-HRTimeline
Glen Eagle Advisors, LLC4,501$305K0.05%-52213F-HRTimeline
Penbrook Management LLC4,500$305K0.23%-30013F-HRTimeline
Aviance Capital Partners, LLC4,499$305K0.04%new13F-HRTimeline
Van Hulzen Asset Management, LLC4,499$305K0.03%-14313F-HRTimeline
Essex LLC4,494$304K0.07%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,491$304K0.07%new13F-HRTimeline
Sargent Investment Group, LLC4,447$301K0.05%+51013F-HRTimeline
Diversified Enterprises, LLC4,435$300K0.03%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO4,424$300K0.07%new13F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC4,416$299K0.21%-49913F-HRTimeline
Sterling Capital Management LLC4,403$298K<0.01%-53513F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.4,398$298K<0.01%-5,13913F-HRTimelineGroup