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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
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,550$173K0.02%-65013F-HRTimelineGroup
City State Bank2,547$173K0.06%-8013F-HRTimeline
2UniFi Bank2,544$167K0.11%-87413F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,472$167K0.03%-3713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,446$166K0.08%-12813F-HRTimeline
UNION SAVINGS BANK2,438$165K0.08%-29813F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,435$165K0.22%-1613F-HRTimeline
WFA Asset Management Corp1,950$156K0.08%+62713F-HRTimeline
Tortoise Investment Management, LLC2,214$150K0.02%+1213F-HR/ATimeline
Asset Dedication, LLC2,187$148K0.01%+56813F-HRTimeline
GeoWealth Management, LLC2,182$148K0.01%-2,80213F-HRTimeline
PINNEY & SCOFIELD, INC.2,182$148K0.11%-30013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,152$146K<0.01%+1,59613F-HR/ATimeline
1620 INVESTMENT ADVISORS, INC.2,146$145K0.11%-10113F-HRTimeline
Sound Income Strategies, LLC2,097$142K0.01%+5613F-HRTimeline
Provenance Wealth Advisors, LLC2,056$139K0.02%-2,62013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,026$137K0.01%+57413F-HRTimeline
DUNCKER STREETT & CO INC2,010$136K0.03%-10013F-HRTimeline
Roble, Belko & Company, Inc2,006$136K0.02%013F-HRTimeline
United Community Bankin group United Community Bank2,002$136K0.05%-2,74713F-HRTimelineGroup
ESL Trust Services, LLC2,000$136K0.03%013F-HRTimeline
Robbins Farley2,000$136K0.07%-77513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,831$124K-232Timeline
Bruce G. Allen Investments, LLC1,821$123K0.1%+10713F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,800$122K<0.01%013F-HR/ATimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,783$121K0.07%-20013F-HRTimeline
GPS Wealth Strategies Group, LLC1,761$119K0.02%+48013F-HRTimeline
Nemes Rush Group LLC1,747$118K0.01%013F-HRTimeline
NFSG Corp1,735$118K0.03%-73313F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,719$116K0.04%new13F-HRTimeline
Opal Wealth Advisors, LLC1,698$115K0.04%new13F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP1,688$114K<0.01%013F-HRTimeline
Legacy Bridge, LLC1,675$113K0.06%013F-HRTimeline
Gifford Fong Associates1,675$113K0.03%013F-HRTimeline
Towne Trust Company, N.A1,666$113K0.04%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,666$113K0.05%013F-HRTimelineGroup
Grove Bank & Trust1,660$112K0.02%-7513F-HRTimeline
Quent Capital, LLC1,646$112K0.01%-38313F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,643$111K0.05%013F-HRTimeline
Prestige Wealth Management Group LLC1,618$110K0.02%-2313F-HR/ATimeline
Capula Management Ltdin group Capula Management Ltd1,574$107K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Salomon & Ludwin, LLC1,561$106K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,517$103K0.05%-41013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,508$102K<0.01%+65613F-HRTimelineGroup
Hanson & Doremus Investment Management1,500$102K0.01%new13F-HRTimeline
Park Place Capital Corp1,496$101K0.03%-813F-HRTimeline
Millstone Evans Group, LLC1,458$98.8K0.07%-28113F-HRTimeline
Murphy & Mullick Capital Management Corp1,386$93.9K0.09%-1013F-HRTimeline
Main Street Group, LTD1,386$93.9K0.04%+6413F-HRTimeline
Frazier Financial Advisors, LLC1,367$92.6K0.07%+113F-HRTimeline
Trust Co1,350$91.5K0.01%-35113F-HRTimeline
Cape Investment Advisory, Inc.1,286$87.2K0.03%+1113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,283$86K0.03%+1,21113F-HRTimeline
Strengthening Families & Communities, L…1,447$85.5K0.05%-11113F-HRTimeline
HHM Wealth Advisors, LLC1,258$85.2K0.01%-4813F-HRTimeline
Piscataqua Savings Bank1,246$84.4K0.07%-7513F-HRTimeline
Center for Financial Planning, Inc.1,241$84.1K0.01%-20013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,189$80.6K<0.01%+20013F-HRTimelineGroup
Sachetta, LLC1,187$80.4K0.03%-1,09713F-HRTimeline
Silvant Capital Management LLC1,169$79.2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners1,177$79K0.02%+713F-HRTimeline
Clean Yield Group1,140$77.2K0.03%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,140$77.2K0.05%-32813F-HRTimeline
VEGA INVESTMENT SOLUTIONS1,124$76.2K0.01%-6,87613F-HRTimeline
Smallwood Wealth Investment Management,…1,117$75.7K0.05%new13F-HRTimeline
Ball & Co Wealth Management Inc.1,114$75K0.08%+1313F-HRTimeline
Rise Advisors, LLC1,092$74K0.03%+813F-HRTimeline
True Wealth Design, LLC1,084$73.5K0.03%+1,03913F-HRTimeline
PFS Partners, LLC1,072$72.7K0.04%+1213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,060$72K<0.01%-2,80213F-HRTimelineGroup
Citizens National Bank Trust Department1,050$71.1K0.02%-1,00013F-HRTimeline
TFC Financial Management, Inc.1,040$70.5K0.01%-11713F-HRTimeline
Iron Horse Wealth Management, LLC1,024$69.4K0.02%-32913F-HRTimeline
Capital Advisors, Ltd. LLC1,021$69K0.01%+33413F-HRTimeline
BNP PARIBASin group BNP PARIBAS1,000$67.8K<0.01%-60013F-HRTimelineGroup
PARK CIRCLE Co1,000$67.8K0.06%013F-HRTimeline
Orion Capital Management LLC1,000$67.8K0.03%-20013F-HRTimeline
Arax Advisory Partners996$67.5K<0.01%-1,55613F-HRTimeline
Financial Network Wealth Advisors LLC989$67K0.09%+29013F-HRTimeline
WOLFF WIESE MAGANA LLC983$66.6K0.05%-913F-HRTimeline
CNB Bank970$65.7K0.03%-4513F-HRTimeline
CITY HOLDING CO960$65K0.01%013F-HRTimeline
Covestor Ltd962$65K0.04%-2413F-HRTimeline
Riverview Trust Co956$64.8K0.06%+52013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners926$62.7K0.01%-29513F-HRTimelineGroup
Cromwell Holdings LLC925$62.7K0.04%-1,67113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…917$62.1K0.03%013F-HRTimeline
WEST PACES ADVISORS INC.906$61.4K0.01%013F-HRTimeline
Bangor Savings Bank905$61.3K0.01%013F-HRTimeline
Perkins Coie Trust Co900$61K0.01%-6913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC885$60K0.01%-39913F-HRTimeline
First Command Advisory Services, Inc.885$60K<0.01%-8113F-HRTimeline
Princeton Global Asset Management LLC844$57.2K0.01%-8013F-HRTimeline
Caldwell Trust Co830$56.2K0.01%+41713F-HRTimeline
Compass Planning Associates Inc828$56.1K0.06%+1013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN820$55.6K0.01%013F-HRTimeline
ATWOOD & PALMER INC820$55.6K<0.01%+57013F-HRTimeline
Financial Perspectives, Inc805$54.5K0.02%013F-HRTimeline
Wayfinding Financial, LLC808$54K0.02%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,196$53.7K<0.01%013F-HRTimeline
Lummis Asset Management, LP800$53.4K0.04%new13F-HRTimeline
Hopwood Financial Services, Inc.783$53K0.04%+13313F-HRTimeline
Keener Financial Planning LLC783$53K0.03%013F-HRTimeline
Clearstead Trust, LLC767$52K0.01%+26713F-HRTimeline
Pinnacle Bancorp, Inc.766$51.9K0.02%-1,16613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.741$50.2K0.01%+28913F-HRTimeline
Indiana Trust & Investment Management Co739$50.1K0.02%-9513F-HRTimeline
Mascoma Wealth Management LLC723$49K0.01%013F-HRTimeline
Quarry LP721$48.8K0.01%-1,44313F-HRTimeline
SIERRA OCEAN, LLC719$48.7K0.04%+61413F-HRTimeline
Glass Jacobson Investment Advisors llc1,073$48.2K0.02%013F-HRTimeline
Kennebec Savings Bank708$48K0.05%013F-HRTimeline
Heritage Wealth Advisors700$47.4K<0.01%013F-HRTimeline
Bogart Wealth, LLC688$46.6K<0.01%-11313F-HRTimeline
Hemington Wealth Management682$46K0.01%+17213F-HRTimeline
OFI INVEST ASSET MANAGEMENT731$45.8K<0.01%-77013F-HRTimeline
North Ridge Wealth Advisors, Inc.668$45.3K0.03%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.665$45.1K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.658$44.6K0.01%-1,04013F-HRTimeline
Stonebridge Financial Group, LLC658$44.6K<0.01%+3013F-HRTimeline
New England Capital Financial Advisors …656$44.4K0.02%-4313F-HRTimeline
McIlrath & Eck, LLC647$43.9K0.01%-6013F-HRTimeline
Plante Moran Financial Advisors, LLC635$43K<0.01%-1,24713F-HRTimeline
GW&K Investment Management, LLC637$43K<0.01%+18013F-HRTimeline
SITTNER & NELSON, LLC607$41.1K0.02%013F-HRTimeline
FIRST FINANCIAL CORP /IN/600$40.6K0.02%-23013F-HRTimeline
HOEY INVESTMENTS, INC600$40.6K0.01%013F-HRTimeline
Park Square Financial Group, LLC581$39.4K0.03%-37813F-HRTimeline
Hara Capital LLC579$39.2K0.03%-49713F-HRTimeline
Dixon Mitchell Investment Counsel Inc.187$39.2K<0.01%-98113F-HRTimeline
Stone House Investment Management, LLC572$38.8K0.01%new13F-HRTimeline
Costello Asset Management, INC572$38.7K0.02%+42213F-HRTimeline
Whipplewood Advisors, LLC668$38.1K0.03%+13913F-HRTimeline
FIRST COMMUNITY TRUST NA562$38.1K0.03%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC560$37.9K0.04%-18013F-HRTimeline
AllSquare Wealth Management LLC550$37.3K0.02%013F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S540$37K<0.01%013F-HRTimelineGroup
West Branch Capital LLC540$36.6K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC525$35.6K0.01%013F-HRTimeline
HighMark Wealth Management LLC517$35K0.02%+613F-HRTimeline
Cornerstone Planning Group LLC532$34.9K0.01%+8013F-HRTimeline
Cornerstone National Bank & Trust Co504$34.1K0.02%new13F-HRTimeline
Vermillion Wealth Management, Inc.500$33.9K0.01%013F-HRTimeline
Pillar Financial Advisors, LLC500$33.9K0.03%013F-HRTimeline
Painted Porch Advisors LLC497$33.7K0.01%+9813F-HRTimeline
Saudi Central Bank495$33.5K0.18%new13F-HRTimeline
MCF Advisors LLC491$33.3K<0.01%-44713F-HRTimeline
Standard Family Office LLC488$33.1K0.04%-36613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC485$32.9K<0.01%-18713F-HRTimeline
Dunhill Financial, LLC749$32.5K0.01%+44613F-HRTimeline
Battery Global Advisors, LLC478$32.4K0.02%013F-HRTimeline
Operose Advisors LLC465$31.5K0.01%-12513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC461$31.2K<0.01%+9513F-HRTimeline
Canton Hathaway, LLC456$31K0.01%013F-HRTimeline
Bell Investment Advisors, Inc455$30.8K0.01%+24813F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH435$29.5K0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.420$28.5K0.03%-74,20013F-HRTimeline
COUNTRY TRUST BANK417$28.3K<0.01%-1,89513F-HR/ATimeline
Ridgewood Investments LLC416$28.2K0.01%-21013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department414$28K0.01%013F-HRTimelineGroup
Pacifica Partners Inc.410$27.7K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST400$27.1K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.393$26.6K<0.01%-4713F-HRTimeline
SWAN Capital LLC392$26.6K0.01%+15013F-HRTimeline
Rosenberg Matthew Hamilton382$25.9K0.01%+8813F-HRTimeline
WealthCollab, LLC376$25.5K0.02%+9613F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.373$25.3K<0.01%-2,23413F-HRTimelineGroup
SYNTAX RESEARCH, INC.371$25.1K0.02%-40113F-HRTimeline
Cedar Mountain Advisors, LLC371$25.1K0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC364$24.7K0.01%-5,81213F-HRTimeline
Ulland Investment Advisors, LLC361$24K0.02%-1,43513F-HRTimeline
Granite FO LLC350$23.7K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC350$23.7K0.01%+2513F-HR/ATimeline
FLAGSHIP WEALTH ADVISORS, LLC348$23.6K0.01%013F-HR/ATimeline
FSA Wealth Management LLC344$23.3K0.01%+113F-HRTimeline
Core Alternative Capital339$23K0.01%-10413F-HRTimeline
Altshuler Shaham Ltd331$22.4K<0.01%-11613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC327$22.2K0.01%+16313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.323$21.9K0.01%+13513F-HRTimelineGroup
Private Wealth Management Group, LLC316$21.4K0.01%-14113F-HRTimeline
PrairieView Partners, LLC310$21K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC307$20.8K0.01%+313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…302$20.5K0.01%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC300$20.3K<0.01%013F-HRTimelineGroup
Investors Towarzystwo Funduszy Inwestyc…300$20.3K0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…300$20K<0.01%013F-HRTimelineGroup
Activest Wealth Management294$19.9K0.01%+29013F-HRTimeline
Golden State Wealth Management, LLC291$19.7K<0.01%+21513F-HR/ATimeline
Olistico Wealth, LLC290$19.6K0.01%new13F-HRTimeline
Bank & Trust Co285$19.3K0.02%013F-HRTimeline
STEPH & CO279$18.9K0.01%+17113F-HRTimeline
Vermillion & White Wealth Management Gr…277$18.8K0.01%-6513F-HRTimeline
WPG Advisers, LLC277$18.8K0.02%+913F-HRTimeline
Sherman Asset Management, Inc.274$18.6K0.02%-913F-HRTimeline
Lowe Wealth Advisors, LLC266$18K0.01%-713F-HRTimeline
Financial Freedom, LLC263$17.8K0.01%+313F-HRTimeline
Semmax Financial Advisors Inc.259$17.3K<0.01%-3513F-HRTimeline
Roxbury Financial LLC258$17K0.02%+213F-HRTimeline
Pacific Center for Financial Services250$16.9K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC250$16.9K<0.01%013F-HRTimeline