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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
28,894
shares
|
$1.82 Million
0.63% of portfolio
|
Q3 2022
Added 2.01%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
28,801
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
Added 47.19%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
28,790
shares
|
$1.81 Million
0.24% of portfolio
|
Q4 2024
Reduced 20.06%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
28,719
shares
|
$1.81 Million
0.11% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
28,628
shares
|
$1.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.12%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
28,542
shares
|
$1.8 Million
0.06% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
28,467
shares
|
$1.79 Million
0.08% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
28,333
shares
|
$1.79 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.33%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
28,287
shares
|
$1.78 Million
0.08% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
28,207
shares
|
$1.78 Million
0.03% of portfolio
|
Q4 2024
Reduced 38.04%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
28,137
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.34%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
28,039
shares
|
$1.77 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,926
shares
|
$1.76 Million
0.19% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
27,914
shares
|
$1.76 Million
0.17% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
27,881
shares
|
$1.76 Million
0.03% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
27,767
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.06%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
27,704
shares
|
$1.75 Million
0.03% of portfolio
|
Q4 2024
Reduced 19.83%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
27,648
shares
|
$1.74 Million
1.22% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
27,625
shares
|
$1.74 Million
0.08% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
27,528
shares
|
$1.73 Million
0.62% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
27,519
shares
|
$1.73 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
27,305
shares
|
$1.72 Million
0.17% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
27,202
shares
|
$1.71 Million
0.65% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
27,121
shares
|
$1.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
26,989
shares
|
$1.7 Million
0.08% of portfolio
|
Q4 2024
Added 849.65%
|