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 |
|---|---|---|---|---|---|
|
Sectoral Asset Management Inc
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
22,000
shares
|
$1.39 Million
0.99% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
21,944
shares
|
$1.38 Million
0.35% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
21,936
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.22%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Feb 14, 2025 Q4 2024 |
21,844
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
21,835
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
21,795
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Added 23.74%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
21,484
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
21,482
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
Reduced 25.44%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
21,429
shares
|
$1.35 Million
0.32% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
21,413
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
Added 91.34%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,209
shares
|
$1.34 Million
0.3% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
21,063
shares
|
$1.33 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
20,910
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 25.13%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
20,704
shares
|
$1.3 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
20,673
shares
|
$1.3 Million
0.64% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
20,637
shares
|
$1.3 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
20,539
shares
|
$1.29 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
20,425
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
20,206
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,184
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2022
Added 355.83%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
20,165
shares
|
$1.27 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
20,112
shares
|
$1.27 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
20,029
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
19,982
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
19,978
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 46.11%
|