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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
31,313
shares
|
$1.97 Million
0.05% of portfolio
|
Q4 2024
Added 185.08%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
31,265
shares
|
$1.97 Million
0.04% of portfolio
|
Q4 2024
Reduced 33.39%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
31,187
shares
|
$1.97 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
31,016
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
30,885
shares
|
$1.95 Million
0.59% of portfolio
|
Q4 2024
Added 52.48%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
30,785
shares
|
$1.94 Million
0.03% of portfolio
|
Q4 2024
Reduced 80.46%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
30,777
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
30,663
shares
|
$1.93 Million
0.47% of portfolio
|
Q4 2024
Reduced 19.95%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
30,641
shares
|
$1.93 Million
0.02% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
30,607
shares
|
$1.93 Million
0.08% of portfolio
|
Q4 2024
Reduced 24.92%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
30,541
shares
|
$1.92 Million
0.18% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
30,377
shares
|
$1.91 Million
0.92% of portfolio
|
Q4 2024
Reduced 14.77%
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
30,346
shares
|
$1.91 Million
0.03% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,201
shares
|
$1.9 Million
0.18% of portfolio
|
Q4 2023
Added 74.04%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
30,170
shares
|
$1.9 Million
0.4% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
29,996
shares
|
$1.89 Million
0.06% of portfolio
|
Q4 2024
Reduced 38.78%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
29,961
shares
|
$1.89 Million
0.35% of portfolio
|
Q4 2024
Reduced 24.35%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
29,593
shares
|
$1.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 59.18%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
29,505
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.13%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
29,317
shares
|
$1.85 Million
0.53% of portfolio
|
Q4 2024
Reduced 14.78%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
29,300
shares
|
$1.85 Million
0.05% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
29,248
shares
|
$1.84 Million
0.13% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
29,000
shares
|
$1.83 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
28,957
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
28,938
shares
|
$1.82 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.82%
|