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 1,977 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 $64.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
12,345
shares
|
$777,981
0.05% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
12,336
shares
|
$777,414
0.03% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
12,315
shares
|
$776,091
0.03% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
12,306
shares
|
$775,524
0.02% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
12,304
shares
|
$775,398
0.06% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
12,264
shares
|
$772,877
0.02% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
12,219
shares
|
$770,041
0.16% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
12,209
shares
|
$769,411
0.09% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
12,172
shares
|
$767,079
0.06% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
12,163
shares
|
$766,512
0.25% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,142
shares
|
$765,188
0.16% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
12,062
shares
|
$760,147
0.26% of portfolio
|
Q4 2024
Reduced 28.4%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
12,010
shares
|
$756,870
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
12,000
shares
|
$756,240
0.16% of portfolio
|
Q2 2019
Reduced 20.0%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
12,000
shares
|
$756,240
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
11,993
shares
|
$755,798
0.72% of portfolio
|
Q4 2024
Reduced 30.82%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
11,903
shares
|
$750,127
0.05% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
11,854
shares
|
$747,039
0.45% of portfolio
|
Q4 2024
Reduced 28.89%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,850
shares
|
$746,787
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
11,787
shares
|
$742,816
0.04% of portfolio
|
Q4 2024
Added 63.35%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,757
shares
|
$740,926
0.11% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
11,703
shares
|
$737,523
0.05% of portfolio
|
Q4 2024
Added 23.4%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
11,700
shares
|
$737,334
0.02% of portfolio
|
Q4 2021
Reduced 60.72%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
11,690
shares
|
$736,703
0.03% of portfolio
|
Q4 2024
Reduced 21.94%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
11,688
shares
|
$736,577
0.09% of portfolio
|
Q4 2024
Reduced 50.45%
|