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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
Advisory Alpha, LLC4,390$297K0.01%new13F-HR/ATimeline
Birch Capital Management, LLC4,387$297K0.15%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,383$297K0.01%-70313F-HRTimelineGroup
CoreCap Advisors, LLC4,373$296K0.01%+4513F-HRTimeline
Lauer Wealth, LLC4,548$296K0.23%-1,21213F-HRTimeline
First National Trust Co4,357$295K0.01%-4,44113F-HRTimeline
DIVERSIFIED TRUST CO4,352$295K0.01%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC4,348$295K0.24%new13F-HRTimeline
US Asset Management LLC4,333$294K0.28%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,338$294K0.03%013F-HRTimelineGroup
NORTHEAST INVESTMENT MANAGEMENT4,334$294K0.01%-3,45513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,334$294K0.02%new13F-HR/ATimeline
Kaufman Rossin Wealth, LLC4,325$293K0.21%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,324$293K0.03%-1,65613F-HRTimeline
PDS Planning, Inc4,320$293K0.02%new13F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC4,319$293K0.07%new13F-HRTimeline
Soltis Investment Advisors LLC4,316$292K0.03%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,344$292K0.03%new13F-HR/ATimeline
PLATINUM INVESTMENT MANAGEMENT LTD4,291$291K0.02%+2,31113F-HRTimeline
State of Wyoming4,289$291K0.04%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.4,279$290K0.01%new13F-HRTimeline
Paragon Capital Management Ltd4,261$289K0.06%new13F-HRTimeline
Mechanics Bank Trust Department4,227$286K0.04%-1,91713F-HRTimeline
Sound View Wealth Advisors Group, LLC4,226$286K0.02%new13F-HRTimeline
Norway Savings Bank4,219$286K0.16%-4,04413F-HRTimeline
Fortis Advisors, LLC4,200$285K0.19%-90013F-HRTimeline
MEANS INVESTMENT CO., INC.4,177$283K0.03%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC4,173$283K0.07%new13F-HRTimeline
Wescott Financial Advisory Group, LLC4,152$281K0.03%-2,96013F-HRTimeline
CAPITAL CITY TRUST CO/FL4,152$281K0.08%-1,52613F-HRTimeline
VICUS CAPITAL4,147$281K0.03%new13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …4,144$281K0.02%new13F-HRTimelineGroup
EagleClaw Capital Managment, LLC4,135$280K0.04%-2,00013F-HRTimeline
Somerset Trust Co4,130$280K0.1%new13F-HRTimeline
Larson Financial Group LLC4,126$280K0.01%+1,14113F-HRTimeline
Compass Wealth Management LLC4,084$277K0.07%-4,30013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,073$276K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.4,071$276K0.11%-30913F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,070$276K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc4,061$275K0.05%+3,06713F-HRTimeline
WHITEBOX ADVISORS LLC4,050$274K0.01%-1,50013F-HRTimeline
BALLAST ADVISORS LLC4,042$274K0.09%new13F-HRTimeline
LVW Advisors, LLC4,028$273K0.03%-98213F-HRTimeline
Souders Financial Advisors4,018$272K0.04%new13F-HRTimeline
Ariston Services Group4,018$272K0.23%new13F-HRTimeline
SBI Securities Co., Ltd.4,009$272K0.01%-34213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,005$271K0.02%-29,65813F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…4,000$271K0.17%013F-HRTimelineGroup
BCS Wealth Management3,978$270K0.07%new13F-HRTimeline
New Hampshire Trust3,982$270K0.06%-1,35013F-HRTimeline
Apella Capital, LLC3,838$269K0.01%new13F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM3,975$269K0.04%new13F-HRTimelineGroup
Lesa Sroufe & Co3,965$269K0.27%13F-HRTimeline
First Heartland Consultants, Inc.3,969$269K0.03%new13F-HRTimeline
Kathmere Capital Management, LLC3,967$269K0.02%new13F-HRTimeline
Optivise Advisory Services LLC3,951$268K0.15%new13F-HRTimeline
Alliance Wealth Advisors, LLC3,932$266K0.16%new13F-HRTimeline
Next Level Private LLC3,928$266K0.1%new13F-HRTimeline
Hemenway Trust Co LLC3,928$266K0.02%-1,90013F-HRTimeline
TT Capital Management LLC3,904$264K0.22%-11813F-HRTimeline
Luken Investment Analytics, LLC3,881$263K0.12%-39313F-HRTimeline
VeraBank, N.A.3,871$262K0.07%-2,32613F-HRTimeline
First Interstate Bank3,854$261K0.02%new13F-HRTimeline
L.M. KOHN & COMPANY3,847$261K0.07%-2,05013F-HRTimeline
Callan Capital, LLC3,844$260K0.02%new13F-HRTimeline
Legacy Financial Advisors, Inc.3,843$260K0.04%new13F-HRTimeline
Heritage Financial Services, LLC3,828$259K0.03%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,822$259K0.01%new13F-HRTimeline
Waldron Private Wealth LLC3,810$258K0.01%-3,53613F-HRTimeline
AlphaQuest LLC3,798$257K0.03%-3,16513F-HRTimeline
Quadcap Wealth Management, LLC3,789$257K0.04%-5,62813F-HRTimeline
Brown Miller Wealth Management, LLC3,784$256K0.09%new13F-HRTimeline
TigerOak Management, L.L.C.3,780$256K0.1%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,776$256K0.02%new13F-HRTimelineGroup
Denver PWM, LLC3,759$255K0.09%+3,75013F-HRTimeline
Empirical Asset Management, LLC3,752$254K0.09%-33,13313F-HRTimeline
GK Wealth Management LLC3,737$253K0.32%new13F-HR/ATimeline
Aveo Capital Partners, LLC3,760$251K0.04%-1,80713F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC3,705$251K0.16%013F-HRTimeline
AXS Investments LLC3,701$251K0.07%new13F-HRTimeline
Connecticut Wealth Management, LLC3,698$251K0.01%new13F-HRTimeline
Baader Bank Aktiengesellschaft3,842$250K0.03%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,687$250K0.08%new13F-HRTimeline
White Knight Strategic Wealth Advisors,…3,685$250K0.23%-12,05513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,682$249K0.12%-10313F-HRTimeline
Quest 10 Wealth Builders, Inc.3,653$247K0.26%-1,43113F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA3,652$247K0.02%new13F-HRTimeline
Bridgewater Advisors Inc.3,793$247K0.02%new13F-HRTimeline
Carnegie Lake Advisors LLC3,625$246K0.1%new13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC3,603$244K0.08%new13F-HRTimeline
Keel Point, LLC3,596$244K0.02%new13F-HRTimeline
Stonebridge Capital Advisors LLC3,590$243K0.02%-3,73813F-HRTimeline
Kendall Capital Management3,580$243K0.07%-1,10013F-HRTimeline
AA Financial Advisors, LLC3,580$243K0.06%new13F-HRTimeline
Sivia Capital Partners, LLC3,561$241K0.11%new13F-HRTimeline
ELCO Management Co., LLC3,560$241K0.13%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,557$241K<0.01%+1,05413F-HRTimelineGroup
EAGLE WEALTH STRATEGIES LLC3,556$241K0.15%new13F-HRTimeline
Quadrant Private Wealth Management, LLC3,553$241K0.06%new13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,547$240K0.16%new13F-HRTimeline
GRIES FINANCIAL LLC3,540$240K0.05%new13F-HRTimeline
Summit Asset Management, LLC3,525$239K0.04%new13F-HRTimeline
WealthBridge Capital Management, LLC3,518$238K0.07%new13F-HRTimeline
MIDDLETON & CO INC/MA3,500$237K0.03%-1,20013F-HRTimeline
Westmount Partners, LLC3,493$237K0.07%new13F-HRTimeline
Savvy Advisors, Inc.3,492$237K0.02%new13F-HRTimeline
Proficio Capital Partners LLC3,491$237K0.02%new13F-HRTimeline
PROMETHIUM ADVISORS,LLC3,480$236K0.15%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,473$236K0.01%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC3,461$234K0.01%new13F-HRTimeline
One Wealth Advisors, LLC3,454$234K0.03%new13F-HRTimeline
Accredited Wealth Management, LLC3,451$234K0.2%013F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA3,447$234K0.04%-23,07613F-HRTimelineGroup
AdvisorNet Financial, Inc3,435$233K0.02%-96413F-HRTimeline
Maridea Wealth Management LLC3,431$232K0.08%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC3,429$232K0.05%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,418$232K<0.01%new13F-HRTimelineGroup
Summit X, LLC3,414$231K0.05%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,404$231K0.02%new13F-HRTimeline
AGH Wealth Advisors, LLC3,400$230K0.22%new13F-HRTimeline
New Covenant Trust Company, N.A.3,422$230K0.24%new13F-HRTimeline
Lantz Financial LLC3,391$230K0.06%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,385$229K0.01%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,383$229K0.01%new13F-HRTimeline
WealthShield Partners, LLC3,356$227K0.03%new13F-HRTimeline
Institute for Wealth Management, LLC.3,355$227K0.03%new13F-HRTimeline
Western Wealth Management, LLC3,338$226K0.01%new13F-HRTimeline
CYBER HORNET ETFs LLC3,337$226K0.23%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC3,332$226K0.23%new13F-HRTimeline
Fieldview Capital Management, LLC3,325$225K0.03%new13F-HRTimeline
Ellis Investment Partners, LLC3,321$225K0.05%new13F-HRTimeline
Fort Sheridan Advisors LLC3,319$225K0.03%-5,13013F-HRTimeline
Klingman & Associates, LLC3,311$224K0.01%new13F-HRTimeline
Key Financial Inc3,281$222K0.05%-3313F-HRTimeline
Financial Advisors Network, Inc.3,276$222K0.04%-1,41113F-HRTimeline
HBW ADVISORY SERVICES LLC3,256$221K0.03%new13F-HRTimeline
Winthrop Advisory Group LLC3,235$219K0.03%new13F-HRTimeline
Redwood Wealth Management Group, LLC3,231$219K0.11%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,231$219K<0.01%new13F-HRTimeline
Center For Asset Management LLC3,228$219K0.13%new13F-HRTimeline
One Capital Management, LLC3,218$218K0.01%new13F-HRTimeline
KLCM Advisors, Inc.3,215$218K0.03%new13F-HRTimeline
BANQUE PICTET & CIE SA3,206$217K<0.01%new13F-HRTimeline
Petros Family Wealth, LLC3,201$217K0.24%new13F-HRTimeline
North Capital, Inc.3,194$216K0.2%13F-HRTimeline
Clarius Group, LLC3,193$216K0.01%-1,92313F-HRTimeline
WHITE PINE CAPITAL LLC3,187$216K0.07%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…3,184$216K0.07%new13F-HRTimeline
Tempus Wealth Planning, LLC3,178$215K0.06%new13F-HRTimeline
DEARBORN PARTNERS LLC3,177$215K0.01%new13F-HRTimeline
Alpha Family Trustin group Alpha Family Trust3,170$215K0.13%new13F-HRTimelineGroup
Linscomb Wealth, Inc.3,169$215K0.01%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT3,166$215K0.08%new13F-HRTimeline
Capital Asset Advisory Services LLC3,150$214K0.01%new13F-HRTimeline
Penobscot Investment Management Company…3,161$214K0.02%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,153$214K0.01%-23,27213F-HRTimeline
Keudell/Morrison Wealth Management3,151$213K0.05%new13F-HRTimeline
Nabity-Jensen Investment Management Inc3,147$213K0.17%new13F-HRTimeline
Prosperity Consulting Group, LLC3,145$213K0.02%new13F-HRTimeline
MIdWestOne Financial Group, Inc.3,136$212K0.03%new13F-HRTimeline
Good Life Advisors, LLC3,123$212K0.01%-1,47513F-HRTimeline
Holistic Financial Partners3,123$212K0.1%new13F-HRTimeline
Trust Investment Advisors3,120$211K0.14%new13F-HRTimeline
Great Point Wealth Advisors, LLC3,106$210K0.05%new13F-HRTimeline
First County Bank /CT/3,100$210K0.12%new13F-HRTimeline
SENTINEL TRUST CO LBA3,095$210K0.02%new13F-HRTimeline
Palisade Asset Management, LLC3,099$210K0.02%new13F-HRTimeline
Laraway Financial Advisors Inc3,085$209K0.17%013F-HRTimeline
Realta Investment Advisors3,074$208K0.09%-1,13513F-HRTimeline
Resonant Capital Advisors, LLC3,058$207K0.01%new13F-HRTimeline
Verity Asset Management, Inc.3,050$207K0.08%new13F-HRTimeline
Blackston Financial Advisory Group, LLC3,049$207K0.14%new13F-HR/ATimeline
Sky Investment Group LLC3,048$207K0.04%new13F-HRTimeline
Advyzon Investment Management, LLC3,045$206K0.07%new13F-HRTimeline
Ipswich Investment Management Co., Inc.3,039$206K0.05%new13F-HRTimeline
Windsor Capital Management, LLC3,035$206K0.06%new13F-HRTimeline
Avidian Wealth Enterprises, LLC3,033$205K0.01%new13F-HRTimeline
Sepio Capital, LP3,026$205K0.02%new13F-HRTimeline
Pure Financial Advisors, LLC3,013$204K<0.01%new13F-HRTimeline
Modern Wealth Management, LLC3,007$204K0.01%new13F-HR/ATimeline
Quilter Plcin group Quilter Plc2,995$203K<0.01%new13F-HRTimelineGroup
BridgePort Financial Solutions, LLC2,992$203K0.09%new13F-HRTimeline
FIRST UNITED BANK & TRUST2,990$203K0.08%+2,28013F-HRTimeline
Warther Private Wealth, LLC2,989$203K0.07%-2,57813F-HRTimeline
Future Financial Wealth Managment LLC2,982$202K0.15%+313F-HRTimeline
Lighthouse Financial LLC2,979$202K0.17%new13F-HRTimeline
Northwest Bancshares, Inc.2,973$201K0.04%new13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,965$201K0.17%new13F-HRTimeline
KPP Advisory Services LLC2,965$201K0.04%-4,15613F-HRTimeline
MATHER GROUP, LLC.2,893$196K<0.01%+10813F-HRTimeline
AlphaCore Capital LLC2,869$194K0.02%new13F-HRTimeline
Rossby Financial, LCC2,895$189K0.08%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,780$188K0.15%-53213F-HRTimeline
DT Investment Partners, LLC2,777$188K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,773$188K0.01%-93113F-HRTimeline
Global Financial Private Client, LLC2,769$188K0.07%+3913F-HRTimeline
Medallion Wealth Advisors, LLC2,742$186K0.08%+76813F-HRTimeline
OAKWORTH CAPITAL, INC.2,731$185K0.01%-5813F-HRTimeline
Bullock Wealth Management Group2,722$185K0.1%-1713F-HRTimeline
HORIZON BANCORP INC /IN/2,610$177K0.1%+18013F-HRTimeline