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 |
|---|---|---|---|---|---|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
11,032
shares
|
$695,236
1.94% of portfolio
|
Q4 2022
Added 1.96%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
11,000
shares
|
$693,220
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
10,964
shares
|
$690,951
0.02% of portfolio
|
Q4 2024
Reduced 39.29%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
10,940
shares
|
$689,438
0.05% of portfolio
|
Q4 2024
Added 23.45%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
10,891
shares
|
$686,350
0.08% of portfolio
|
Q4 2024
Added 2127.2%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
10,850
shares
|
$683,767
0.03% of portfolio
|
Q4 2024
Reduced 85.71%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
10,845
shares
|
$683,451
0.12% of portfolio
|
Q1 2024
Added 158.77%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
10,820
shares
|
$681,876
0.12% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
10,818
shares
|
$681,750
0.19% of portfolio
|
Q4 2024
Reduced 19.65%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
10,814
shares
|
$681,498
0.43% of portfolio
|
Q4 2024
Reduced 25.99%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
10,807
shares
|
$681,057
0.01% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,788
shares
|
$679,859
0.04% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
10,733
shares
|
$676,393
0.03% of portfolio
|
Q4 2024
Reduced 31.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
10,725
shares
|
$675,889
0.05% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
10,712
shares
|
$675,070
0.71% of portfolio
|
Q3 2023
Added 27.97%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,704
shares
|
$674,566
0.07% of portfolio
|
Q4 2024
Reduced 25.67%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
10,640
shares
|
$670,532
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
10,590
shares
|
$667,381
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
10,583
shares
|
$666,940
0.27% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
10,573
shares
|
$666,310
0.0% of portfolio
|
Q4 2024
Reduced 54.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,539
shares
|
$664,167
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
10,530
shares
|
$663,600
0.62% of portfolio
|
Q4 2017
New holding
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
10,475
shares
|
$660,134
1.09% of portfolio
|
Q2 2022
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
10,403
shares
|
$655,597
0.1% of portfolio
|
Q4 2024
Reduced 34.77%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
10,397
shares
|
$655,218
0.02% of portfolio
|
Q4 2024
Reduced 23.64%
|