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 |
|---|---|---|---|---|---|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
17,149
shares
|
$1.08 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
17,057
shares
|
$1.07 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
16,949
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.57%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
16,940
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
16,913
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
16,911
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2022
Reduced 10.35%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
16,854
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
16,800
shares
|
$1.06 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
16,770
shares
|
$1.06 Million
0.33% of portfolio
|
Q1 2023
Reduced 5.86%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
16,742
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
16,692
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 83.23%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,679
shares
|
$1.05 Million
0.15% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
16,647
shares
|
$1.05 Million
0.57% of portfolio
|
Q4 2024
Added 151236.36%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
16,633
shares
|
$1.05 Million
0.21% of portfolio
|
Q4 2024
Reduced 29.73%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
16,569
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
16,569
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
16,527
shares
|
$1.04 Million
0.27% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
16,451
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
16,446
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
16,429
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 53.34%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
16,354
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 32.59%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
16,349
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Added 134.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
16,318
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
16,181
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
16,090
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Added 1.69%
|