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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
MARYLAND CAPITAL ADVISORS INC.247$16.7K0.01%013F-HRTimeline
Centricity Wealth Management, LLC244$16.5K0.02%013F-HRTimeline
Compass Financial Services Inc231$15.7K0.01%new13F-HRTimeline
Red Tortoise LLC227$15.4K0.01%-8313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC226$15.3K0.01%-16513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.224$15.2K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.224$15.2K<0.01%+11013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.222$15K0.05%013F-HRTimeline
Global Trust Asset Management, LLC224$14.9K0.01%-11613F-HRTimeline
1248 Management, LLC217$14.7K0.01%new13F-HR/ATimeline
Promus Capital, LLC217$14.7K0.01%013F-HR/ATimeline
MOTCO216$14.6K<0.01%-413F-HRTimeline
Union Bancaire Privee, UBP SA213$14.3K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL208$14.1K<0.01%-81613F-HRTimeline
Centerpoint Advisors, LLC200$14K0.01%-16213F-HRTimeline
Financial Management Professionals, Inc.205$13.9K<0.01%+6613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.204$13.8K0.01%013F-HRTimeline
West Financial Advisors, LLC203$13.8K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC202$13.7K<0.01%-15113F-HRTimeline
Atlantic Private Wealth, LLC200$13.6K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…200$13.6K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.198$13.4K0.01%013F-HRTimeline
Greenline Partners, LLC196$13.3K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC195$13.2K<0.01%new13F-HRTimeline
Abound Wealth Management194$13.2K<0.01%-9613F-HRTimeline
YANKCOM Partnership190$12.9K0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.181$12K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.173$11.7K<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC165$11.2K<0.01%+113F-HRTimeline
Stephens Consulting, LLC155$10.5K<0.01%013F-HRTimeline
NCP Inc.154$10.4K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.152$10.3K<0.01%+1713F-HRTimeline
TD Capital Management LLC150$10.2K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT150$10.2K<0.01%013F-HRTimeline
First Pacific Financial150$10.2K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.148$10K<0.01%+2413F-HRTimeline
CBIZ Investment Advisory Services, LLC140$9.48K<0.01%+10613F-HR/ATimeline
CarsonAllaria Wealth Management, Ltd.137$9.28K0.01%+2213F-HRTimeline
Hughes Financial Services, LLC128$8.7K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC128$8.67K<0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC125$8.47K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC119$8.06K0.01%013F-HRTimeline
Avion Wealth191$8K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC109$7.38K0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC108$7.32K<0.01%013F-HRTimeline
Collier Financial108$7.32K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC105$7.11K<0.01%013F-HRTimeline
Putney Financial Group LLC104$7.05K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…101$6.88K<0.01%new13F-HRTimelineGroup
Kiker Wealth Management, LLC101$6.84K<0.01%new13F-HRTimeline
Richardson Capital Management LLC100$6.78K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC100$6.78K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC100$6.78K0.01%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC100$6.78K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC100$6.78K0.01%new13F-HRTimeline
Global Wealth Strategies & Associates94$6.37K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…91$6.17K0.01%013F-HRTimeline
ORG Partners LLC90$6.12K<0.01%-50113F-HRTimeline
HFM Investment Advisors, LLC91$6.12K<0.01%13F-HRTimeline
JDM Financial Group LLC90$6.1K<0.01%-8013F-HRTimeline
N.E.W. Advisory Services LLC89$6.03K<0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…102$6K<0.01%-3,18713F-HRTimelineGroup
Continuum Advisory, LLC87$5.89K<0.01%-39313F-HRTimeline
SJS Investment Consulting Inc.86$5.8K<0.01%+5013F-HRTimeline
Caitong International Asset Management …85$5.76K<0.01%-4,16513F-HRTimeline
Front Row Advisors LLC85$5.75K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC84$5.69K<0.01%new13F-HRTimeline
Transce3nd, LLC82$5.55K<0.01%-14013F-HRTimeline
Anderson Financial Strategies, LLC81$5.49K<0.01%-28313F-HRTimeline
IAG Wealth Partners, LLC78$5.28K<0.01%-15713F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC71$5K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…73$4.95K<0.01%013F-HRTimelineGroup
Catherine Avery Investment Management L…73$4.95K<0.01%013F-HRTimeline
Robinswood Financial LLC72$4.88K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC70$4.74K<0.01%-40013F-HRTimeline
Pineridge Advisors LLC68$4.63K<0.01%-8113F-HRTimeline
Kozak & Associates, Inc.64$4.41K<0.01%+113F-HRTimeline
Clark Wealth Partners64$4.34K<0.01%013F-HRTimeline
10Elms LLP63$4.24K<0.01%-13713F-HRTimeline
Aspect Partners, LLC62$4.2K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC61$4.13K<0.01%13F-HRTimeline
Cedar Wealth Management, LLC55$3.73K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA52$3.52K<0.01%-6413F-HRTimeline
WestEnd Advisors, LLC49$3.32K<0.01%+3213F-HRTimeline
Beacon Capital Management, LLC47$3.19K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC47$3.18K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC43$3.02K<0.01%+2913F-HRTimeline
PFG Private Wealth Management, LLC40$2.71K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC40$2.71K<0.01%+1313F-HRTimeline
NVWM, LLC39$2.64K<0.01%new13F-HRTimeline
Fairscale Capital, LLC39$2.64K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC37$2.51K<0.01%013F-HRTimeline
Synergy Investment Management, LLC36$2.44K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.32$2.17K<0.01%-15513F-HRTimeline
Aventura Private Wealth, LLC32$2.17K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20$2K<0.01%-2413F-HRTimelineGroup
Graney & King, LLC29$1.96K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC28$1.9K0.03%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC27$1.83K<0.01%013F-HRTimeline
PayPay Securities Corp24$1.65K0.09%-2013F-HRTimeline
Tradewinds Capital Management, LLC23$1.56K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.20$1.35K<0.01%+613F-HRTimeline
Darwin Wealth Management, LLC29$1.3K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.19$1.29K<0.01%-9213F-HRTimeline
Binnacle Investments Inc19$1.29K<0.01%13F-HRTimeline
Noble Wealth Management PBC18$1.22K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT17$1.15K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC17$1.15K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC15$1.02K<0.01%new13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …15$1.02K<0.01%new13F-HR/ATimelineGroup
Bear Mountain Capital, Inc.15$987<0.01%new13F-HRTimeline
J.Safra Asset Management Corp13$881<0.01%-3,00013F-HR/ATimeline
Clarity Asset Management, Inc.12$821<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.11$769<0.01%-16,63613F-HRTimeline
American Capital Advisory, LLC11$746<0.01%-2913F-HRTimeline
Parkworth Wealth Management, Inc.9$610<0.01%+413F-HRTimeline
GoalVest Advisory LLC6$407<0.01%-17113F-HRTimeline
High Note Wealth, LLC4$271<0.01%new13F-HRTimeline
Fairman Group, LLC5$224<0.01%013F-HRTimeline
Kessler Investment Group, LLC2$136<0.01%013F-HRTimeline
Wiser Advisor Group LLC1$73<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-5,55313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Fourth Dimension Wealth, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.