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 |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
33,271
shares
|
$2.1 Million
0.24% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
33,233
shares
|
$2.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 59.58%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
33,190
shares
|
$2.09 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
33,121
shares
|
$2.09 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
33,083
shares
|
$2.08 Million
1.0% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
33,010
shares
|
$2.08 Million
0.03% of portfolio
|
Q4 2024
Reduced 74.28%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
32,999
shares
|
$2.08 Million
0.18% of portfolio
|
Q4 2024
Added 12.81%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
32,945
shares
|
$2.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
32,912
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
32,817
shares
|
$2.07 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,416
shares
|
$2.04 Million
0.07% of portfolio
|
Q4 2023
Added 9.16%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
32,385
shares
|
$2.04 Million
1.12% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
32,303
shares
|
$2.04 Million
0.18% of portfolio
|
Q4 2024
Reduced 33.27%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Feb 18, 2025 Q4 2024 |
32,180
shares
|
$2.03 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
32,172
shares
|
$2.03 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
32,105
shares
|
$2.02 Million
0.47% of portfolio
|
Q4 2024
Reduced 29.75%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
32,023
shares
|
$2.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 84.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
31,947
shares
|
$2.01 Million
0.04% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
31,945
shares
|
$2.01 Million
0.39% of portfolio
|
Q4 2024
Added 86.54%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
31,943
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
31,765
shares
|
$2 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
31,648
shares
|
$1.99 Million
0.05% of portfolio
|
Q4 2024
Reduced 28.34%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
31,585
shares
|
$1.99 Million
0.09% of portfolio
|
Q1 2024
Reduced 5.24%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
31,569
shares
|
$1.99 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
31,456
shares
|
$1.98 Million
0.08% of portfolio
|
Q4 2024
Added 9.02%
|