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 |
|---|---|---|---|---|---|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
8,065
shares
|
$511,966
0.1% of portfolio
|
Q4 2024
Reduced 26.68%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
8,028
shares
|
$509,617
0.0% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Vega Investment Solutions
Paris, I0 |
Feb 18, 2025 Q4 2024 |
8,000
shares
|
$507,840
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
7,977
shares
|
$506,379
0.08% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,958
shares
|
$505,173
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
7,930
shares
|
$503,396
0.22% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
7,918
shares
|
$502,634
0.23% of portfolio
|
Q4 2024
Reduced 53.54%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,908
shares
|
$501,999
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
7,893
shares
|
$501,047
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
7,868
shares
|
$499,460
0.4% of portfolio
|
Q4 2024
Reduced 31.86%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
7,848
shares
|
$498,191
0.01% of portfolio
|
Q3 2023
Reduced 64.72%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
7,801
shares
|
$495,207
0.03% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
7,792
shares
|
$494,636
0.04% of portfolio
|
Q4 2024
Reduced 38.18%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
7,789
shares
|
$494,445
0.02% of portfolio
|
Q4 2024
Reduced 62.82%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
7,766
shares
|
$492,985
0.01% of portfolio
|
Q4 2024
Reduced 52.21%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,721
shares
|
$490,129
0.08% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
7,700
shares
|
$488,796
0.02% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
7,698
shares
|
$488,669
0.01% of portfolio
|
Q4 2024
Reduced 24.1%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
7,670
shares
|
$486,891
0.02% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
7,669
shares
|
$486,828
0.17% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
7,662
shares
|
$486,383
0.01% of portfolio
|
Q4 2024
Reduced 22.64%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
7,630
shares
|
$484,352
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
7,624
shares
|
$483,971
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
7,609
shares
|
$483,019
0.33% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
7,573
shares
|
$480,734
0.03% of portfolio
|
Q4 2024
Reduced 39.26%
|