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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
13,954
shares
|
$879,381
0.05% of portfolio
|
Q4 2024
Reduced 27.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
13,875
shares
|
$874,402
0.01% of portfolio
|
Q4 2024
Reduced 20.19%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
13,846
shares
|
$872,574
0.01% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,824
shares
|
$871,188
0.01% of portfolio
|
Q2 2024
Added 16.46%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
13,822
shares
|
$871,062
0.06% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
13,799
shares
|
$869,612
0.02% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,774
shares
|
$868,037
0.03% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
13,740
shares
|
$865,894
0.03% of portfolio
|
Q4 2024
Reduced 37.91%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
13,739
shares
|
$865,831
0.01% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
13,719
shares
|
$864,571
0.45% of portfolio
|
Q2 2022
Reduced 0.49%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
13,709
shares
|
$863,941
0.01% of portfolio
|
Q4 2024
Reduced 80.22%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
13,673
shares
|
$861,672
0.09% of portfolio
|
Q4 2023
Reduced 10.62%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,673
shares
|
$861,672
0.0% of portfolio
|
Q4 2024
Reduced 87.44%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
13,664
shares
|
$861,105
0.52% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Humankind Investments LLC
|
Feb 14, 2025 Q4 2024 |
13,655
shares
|
$860,538
0.16% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Symmetry Investments LP
|
Feb 14, 2025 Q4 2024 |
13,634
shares
|
$859,214
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,605
shares
|
$857,387
0.03% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
13,563
shares
|
$854,740
0.3% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
13,523
shares
|
$852,219
0.02% of portfolio
|
Q4 2024
Reduced 28.72%
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
13,402
shares
|
$844,594
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
13,349
shares
|
$841,253
0.13% of portfolio
|
Q4 2024
Added 21.02%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
13,250
shares
|
$835,015
0.15% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
13,241
shares
|
$834,447
0.51% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,191
shares
|
$831,296
0.02% of portfolio
|
Q2 2022
Reduced 2.48%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
13,190
shares
|
$831,233
0.06% of portfolio
|
Q4 2024
Reduced 63.28%
|