Institutional Ownership Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS). We have compiled data on the 1,976 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $64.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
36,135
shares
|
$2.28 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
35,914
shares
|
$2.26 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
35,740
shares
|
$2.25 Million
0.11% of portfolio
|
Q4 2024
Reduced 78.77%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
35,713
shares
|
$2.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 50.15%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
35,610
shares
|
$2.24 Million
1.2% of portfolio
|
Q4 2024
Reduced 46.63%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
35,110
shares
|
$2.21 Million
0.06% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
34,966
shares
|
$2.2 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Coho Partners, Ltd.
|
Jan 30, 2025 Q4 2024 |
34,746
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
34,447
shares
|
$2.17 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
34,429
shares
|
$2.17 Million
0.08% of portfolio
|
Q4 2022
Added 10.15%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
34,343
shares
|
$2.16 Million
0.6% of portfolio
|
Q4 2024
Reduced 21.93%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
34,285
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
34,257
shares
|
$2.16 Million
0.2% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
34,203
shares
|
$2.16 Million
0.53% of portfolio
|
Q4 2024
Reduced 30.21%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
34,170
shares
|
$2.15 Million
0.57% of portfolio
|
Q4 2024
Added 465.92%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
34,125
shares
|
$2.15 Million
0.05% of portfolio
|
Q4 2024
Added 92.15%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
34,020
shares
|
$2.14 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
33,908
shares
|
$2.14 Million
0.37% of portfolio
|
Q4 2024
Reduced 45.21%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
33,752
shares
|
$2.13 Million
0.5% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
33,724
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
33,663
shares
|
$2.12 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
33,586
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
Added 45.82%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
33,546
shares
|
$2.11 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
33,364
shares
|
$2.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
33,355
shares
|
$2.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.19%
|