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 |
|---|---|---|---|---|---|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
13,161
shares
|
$829,406
0.41% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
13,137
shares
|
$827,893
0.05% of portfolio
|
Q4 2024
Reduced 14.84%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
13,000
shares
|
$819,260
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
12,960
shares
|
$816,739
0.05% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
12,915
shares
|
$813,903
0.1% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
12,900
shares
|
$812,958
0.23% of portfolio
|
Q4 2024
Reduced 37.38%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
12,892
shares
|
$812,453
0.06% of portfolio
|
Q4 2024
Reduced 37.89%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
12,875
shares
|
$811,382
0.3% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
12,825
shares
|
$808,231
0.03% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
12,825
shares
|
$808,231
1.18% of portfolio
|
Q3 2023
Added 28.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
12,797
shares
|
$806,466
0.02% of portfolio
|
Q4 2024
Reduced 18.54%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
12,765
shares
|
$804,450
0.01% of portfolio
|
Q4 2024
Reduced 21.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,745
shares
|
$803,189
0.02% of portfolio
|
Q4 2024
Reduced 74.74%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
12,741
shares
|
$802,937
0.03% of portfolio
|
Q4 2024
Reduced 91.26%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
12,730
shares
|
$802,244
0.27% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
12,608
shares
|
$794,556
0.02% of portfolio
|
Q4 2024
Reduced 84.49%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,560
shares
|
$791,531
0.05% of portfolio
|
Q4 2024
Reduced 92.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
12,555
shares
|
$791,216
0.01% of portfolio
|
Q4 2024
Reduced 72.22%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
12,522
shares
|
$789,136
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
12,413
shares
|
$782,267
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12,397
shares
|
$781,258
0.02% of portfolio
|
Q4 2024
Added 26.98%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,383
shares
|
$780,376
0.45% of portfolio
|
Q2 2022
Added 2.61%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
12,377
shares
|
$779,998
0.13% of portfolio
|
Q4 2024
Reduced 29.1%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
12,352
shares
|
$778,423
0.01% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
12,346
shares
|
$778,044
0.05% of portfolio
|
Q4 2024
Reduced 25.47%
|