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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
24,215
shares
|
$1.53 Million
0.27% of portfolio
|
Q4 2022
Reduced 2.17%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
24,185
shares
|
$1.52 Million
0.12% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
24,161
shares
|
$1.52 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
24,116
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
24,030
shares
|
$1.51 Million
0.23% of portfolio
|
Q4 2024
Reduced 48.2%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
24,028
shares
|
$1.51 Million
0.21% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
24,026
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2024
Reduced 34.41%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
23,854
shares
|
$1.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
23,700
shares
|
$1.49 Million
0.51% of portfolio
|
Q4 2024
Added 28.11%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
23,556
shares
|
$1.48 Million
0.36% of portfolio
|
Q4 2024
Reduced 98.64%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
23,401
shares
|
$1.47 Million
0.36% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
23,401
shares
|
$1.47 Million
0.19% of portfolio
|
Q2 2023
Added 3.25%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
23,138
shares
|
$1.46 Million
0.42% of portfolio
|
Q1 2023
Added 12.15%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
23,111
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
Added 75.16%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
23,062
shares
|
$1.45 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
22,747
shares
|
$1.43 Million
0.32% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
22,712
shares
|
$1.43 Million
0.36% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
22,553
shares
|
$1.42 Million
0.13% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Feb 14, 2025 Q4 2024 |
22,500
shares
|
$1.42 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
22,402
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
22,376
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
22,361
shares
|
$1.41 Million
0.08% of portfolio
|
Q4 2024
Reduced 32.33%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
22,315
shares
|
$1.41 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
22,271
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
22,096
shares
|
$1.39 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.04%
|