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 |
|---|---|---|---|---|---|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
14,736
shares
|
$928,662
0.15% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
14,722
shares
|
$927,780
0.02% of portfolio
|
Q4 2024
Reduced 26.36%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
14,714
shares
|
$927,276
0.33% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
14,700
shares
|
$926,394
0.07% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,626
shares
|
$921,730
0.12% of portfolio
|
Q2 2023
Added 29.64%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
14,624
shares
|
$921,604
0.05% of portfolio
|
Q4 2024
Reduced 62.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
14,551
shares
|
$917,004
0.02% of portfolio
|
Q4 2024
Reduced 23.96%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
14,529
shares
|
$915,617
0.03% of portfolio
|
Q4 2024
Reduced 28.72%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
14,500
shares
|
$913,790
0.22% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
14,499
shares
|
$913,726
0.27% of portfolio
|
Q4 2024
Reduced 16.35%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
14,497
shares
|
$913,600
0.04% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
14,482
shares
|
$912,655
0.17% of portfolio
|
Q2 2023
Added 29.47%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
14,452
shares
|
$910,765
0.02% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
14,414
shares
|
$908,370
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
14,407
shares
|
$907,929
0.2% of portfolio
|
Q4 2024
Reduced 52.86%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
14,395
shares
|
$907,172
0.01% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
14,345
shares
|
$904,021
0.19% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Shay Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,280
shares
|
$899,925
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
14,240
shares
|
$897,404
0.03% of portfolio
|
Q4 2024
Reduced 75.85%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
14,216
shares
|
$895,892
0.07% of portfolio
|
Q4 2024
Reduced 17.53%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
14,162
shares
|
$892,489
0.02% of portfolio
|
Q4 2024
Reduced 45.87%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
14,134
shares
|
$890,724
0.04% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
14,104
shares
|
$888,834
0.03% of portfolio
|
Q4 2024
Added 52.61%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
14,088
shares
|
$887,825
0.23% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
13,956
shares
|
$879,507
0.03% of portfolio
|
Q4 2024
Added 14.23%
|