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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
9,550
shares
|
$606,234
0.03% of portfolio
|
Q4 2024
Reduced 28.28%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
9,541
shares
|
$605,662
0.17% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
9,537
shares
|
$605,408
0.0% of portfolio
|
Q4 2024
Reduced 98.08%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
9,504
shares
|
$603,313
0.05% of portfolio
|
Q4 2024
Reduced 45.62%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
9,503
shares
|
$603,250
0.03% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
9,501
shares
|
$603,123
0.03% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Feb 12, 2025 Q4 2024 |
9,500
shares
|
$603,060
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,482
shares
|
$601,917
0.07% of portfolio
|
Q4 2024
Reduced 15.81%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
9,450
shares
|
$599,886
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
9,449
shares
|
$599,822
0.07% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
9,435
shares
|
$598,933
0.34% of portfolio
|
Q4 2024
Reduced 38.83%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
9,430
shares
|
$598,616
0.15% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
9,422
shares
|
$598,108
0.05% of portfolio
|
Q4 2024
Reduced 49.75%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
9,417
shares
|
$597,791
0.06% of portfolio
|
Q4 2024
Added 17.08%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
9,415
shares
|
$597,664
0.13% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
9,403
shares
|
$596,902
0.02% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
9,390
shares
|
$596,077
0.02% of portfolio
|
Q4 2024
Added 87.88%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
9,300
shares
|
$590,364
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
9,297
shares
|
$590,173
0.09% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
9,274
shares
|
$588,713
0.02% of portfolio
|
Q4 2024
Reduced 67.23%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
9,266
shares
|
$588,205
0.01% of portfolio
|
Q4 2024
Reduced 14.61%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,255
shares
|
$587,507
0.96% of portfolio
|
Q3 2022
Reduced 90.53%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
9,200
shares
|
$584,016
0.13% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
9,200
shares
|
$584,016
0.07% of portfolio
|
Q4 2024
Added 55.93%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
9,162
shares
|
$581,603
0.04% of portfolio
|
Q4 2024
Reduced 48.53%
|