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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
19,940
shares
|
$1.26 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
19,898
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2022
Reduced 82.61%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
19,857
shares
|
$1.25 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
19,807
shares
|
$1.25 Million
0.2% of portfolio
|
Q4 2024
Reduced 23.51%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Feb 10, 2025 Q4 2024 |
19,787
shares
|
$1.25 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
19,609
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2024
Reduced 37.21%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
19,596
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
19,555
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2024
Reduced 35.19%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
19,516
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 97.99%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
19,380
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
19,351
shares
|
$1.22 Million
0.46% of portfolio
|
Q2 2022
Reduced 40.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
19,206
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 55.18%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
19,197
shares
|
$1.21 Million
0.35% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,116
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
19,071
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
19,061
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
19,000
shares
|
$1.2 Million
0.22% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
18,940
shares
|
$1.19 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
18,936
shares
|
$1.19 Million
0.71% of portfolio
|
Q1 2024
Added 74.56%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
18,771
shares
|
$1.18 Million
0.13% of portfolio
|
Q4 2024
Reduced 52.56%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
18,712
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
18,642
shares
|
$1.17 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
18,576
shares
|
$1.17 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
18,545
shares
|
$1.17 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
18,475
shares
|
$1.16 Million
0.11% of portfolio
|
Q4 2024
Reduced 81.34%
|