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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
11,686
shares
|
$736,451
0.06% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
11,644
shares
|
$733,804
0.06% of portfolio
|
Q4 2024
Reduced 66.95%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
11,644
shares
|
$733,804
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
11,640
shares
|
$733,552
0.03% of portfolio
|
Q4 2024
Reduced 19.59%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
11,622
shares
|
$732,418
0.0% of portfolio
|
Q3 2024
Reduced 76.01%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Feb 14, 2025 Q4 2024 |
11,593
shares
|
$730,590
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
11,589
shares
|
$730,338
0.1% of portfolio
|
Q4 2024
Reduced 26.52%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
11,551
shares
|
$727,944
0.11% of portfolio
|
Q4 2024
Reduced 23.7%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
11,513
shares
|
$725,549
0.17% of portfolio
|
Q4 2024
Added 25484.44%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
11,509
shares
|
$725,297
0.05% of portfolio
|
Q4 2024
Reduced 57.52%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
11,500
shares
|
$724,730
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
11,473
shares
|
$723,028
0.21% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
11,384
shares
|
$717,419
0.16% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
11,356
shares
|
$715,655
0.4% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
11,321
shares
|
$713,449
0.08% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,300
shares
|
$712,126
0.02% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
11,278
shares
|
$710,739
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
11,273
shares
|
$710,424
0.05% of portfolio
|
Q4 2024
Reduced 28.46%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
11,251
shares
|
$709,038
0.25% of portfolio
|
Q4 2024
Reduced 23.12%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
11,225
shares
|
$707,399
0.24% of portfolio
|
Q4 2024
Added 184.25%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
11,197
shares
|
$705,634
0.04% of portfolio
|
Q4 2024
Reduced 99.02%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
11,078
shares
|
$698,135
0.01% of portfolio
|
Q4 2024
Reduced 33.35%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
11,069
shares
|
$697,568
0.03% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
11,057
shares
|
$696,812
0.01% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
11,039
shares
|
$695,677
0.06% of portfolio
|
Q4 2024
Reduced 1.38%
|