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 |
|---|---|---|---|---|---|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
18,446
shares
|
$1.16 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
18,425
shares
|
$1.16 Million
1.31% of portfolio
|
Q2 2022
Reduced 5.15%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
18,347
shares
|
$1.16 Million
0.12% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
18,323
shares
|
$1.15 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
18,303
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Reduced 20.9%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
18,286
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,941
shares
|
$1.13 Million
0.12% of portfolio
|
Q2 2022
Added 14.68%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
17,929
shares
|
$1.13 Million
0.55% of portfolio
|
Q4 2023
Reduced 9.61%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Feb 11, 2025 Q4 2024 |
17,901
shares
|
$1.13 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
17,776
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 35.21%
|
|
|
Westport Asset Management Inc
Southport, CT |
Feb 14, 2025 Q4 2024 |
17,772
shares
|
$1.12 Million
0.4% of portfolio
|
Q4 2022
Reduced 36.05%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
17,767
shares
|
$1.12 Million
0.3% of portfolio
|
Q4 2024
Reduced 49.38%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
17,707
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
17,703
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Reduced 94.35%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
17,687
shares
|
$1.11 Million
0.28% of portfolio
|
Q4 2024
Reduced 33.0%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
17,674
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
Reduced 77.53%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
17,601
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
17,539
shares
|
$1.11 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
17,523
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
17,515
shares
|
$1.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 23.24%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
17,514
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 17.92%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
17,343
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 42.93%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
17,314
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 48.23%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
17,282
shares
|
$1.09 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
17,223
shares
|
$1.09 Million
0.51% of portfolio
|
Q4 2024
Reduced 42.01%
|