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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,535
shares
|
$541,801
0.03% of portfolio
|
Q3 2023
Added 17.69%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
8,534
shares
|
$541,738
0.33% of portfolio
|
Q4 2024
Reduced 24.2%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,450
shares
|
$536,406
0.09% of portfolio
|
Q4 2024
Reduced 34.94%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
8,449
shares
|
$536,342
0.06% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
8,411
shares
|
$533,930
0.04% of portfolio
|
Q1 2024
Added 3.06%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
8,397
shares
|
$533,041
0.05% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
8,384
shares
|
$532,216
0.09% of portfolio
|
Q4 2024
Reduced 27.92%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,369
shares
|
$531,264
0.12% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
8,309
shares
|
$527,455
0.17% of portfolio
|
Q4 2024
Reduced 18.68%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
8,300
shares
|
$526,884
0.18% of portfolio
|
Q4 2023
Reduced 1.19%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
8,295
shares
|
$526,566
0.67% of portfolio
|
Q3 2022
Added 3.75%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
8,287
shares
|
$526,058
0.0% of portfolio
|
Q4 2024
Reduced 45.12%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
8,273
shares
|
$525,170
0.0% of portfolio
|
Q4 2024
Reduced 12.67%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
8,272
shares
|
$525,106
0.04% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
8,263
shares
|
$524,535
0.2% of portfolio
|
Q4 2024
Reduced 51.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
8,257
shares
|
$524,154
0.01% of portfolio
|
Q4 2024
Reduced 32.31%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
8,254
shares
|
$523,963
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
8,250
shares
|
$523,710
0.19% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
8,225
shares
|
$522,123
0.03% of portfolio
|
Q4 2024
Reduced 31.99%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
8,219
shares
|
$521,742
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
8,207
shares
|
$520,980
0.31% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
8,164
shares
|
$518,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Feb 13, 2025 Q4 2024 |
8,158
shares
|
$517,869
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
8,129
shares
|
$516,028
0.03% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
8,127
shares
|
$515,901
0.06% of portfolio
|
Q4 2024
Reduced 18.62%
|