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 |
|---|---|---|---|---|---|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
10,382
shares
|
$654,273
1.03% of portfolio
|
Q2 2022
Reduced 2.75%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
10,346
shares
|
$652,004
0.03% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
10,319
shares
|
$650,303
0.2% of portfolio
|
Q4 2024
Reduced 31.15%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
10,281
shares
|
$647,908
1.28% of portfolio
|
Q3 2023
Added 0.79%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
10,191
shares
|
$642,236
0.13% of portfolio
|
Q4 2024
Reduced 40.36%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
10,111
shares
|
$637,195
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
10,060
shares
|
$633,981
0.12% of portfolio
|
Q4 2024
Reduced 29.79%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
10,041
shares
|
$632,783
0.01% of portfolio
|
Q4 2024
Reduced 96.29%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
10,020
shares
|
$631,460
0.09% of portfolio
|
Q4 2024
Reduced 62.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
10,020
shares
|
$631,460
0.01% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
10,009
shares
|
$630,767
0.03% of portfolio
|
Q4 2024
Reduced 22.92%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
9,995
shares
|
$629,884
0.09% of portfolio
|
Q4 2024
Added 30.3%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
9,969
shares
|
$628,246
1.21% of portfolio
|
Q3 2023
Added 9.8%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
9,941
shares
|
$626,481
0.26% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
9,905
shares
|
$624,213
0.22% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
9,882
shares
|
$622,763
0.02% of portfolio
|
Q4 2024
Reduced 83.68%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
9,873
shares
|
$622,196
0.02% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
9,778
shares
|
$616,209
0.17% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
9,723
shares
|
$612,743
0.0% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
9,717
shares
|
$612,365
0.11% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,713
shares
|
$612,113
0.11% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
9,708
shares
|
$611,798
0.11% of portfolio
|
Q4 2024
Reduced 52.78%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
9,674
shares
|
$609,655
0.08% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
9,634
shares
|
$607,134
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
9,630
shares
|
$606,882
0.01% of portfolio
|
Q4 2024
Added 18.33%
|