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 |
|---|---|---|---|---|---|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
7,550
shares
|
$479,274
0.24% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
7,528
shares
|
$477,877
0.0% of portfolio
|
Q4 2024
Reduced 58.23%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,526
shares
|
$477,750
0.03% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
7,460
shares
|
$473,560
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
7,437
shares
|
$472,100
0.13% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
7,426
shares
|
$471,402
0.03% of portfolio
|
Q4 2024
Reduced 32.26%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
7,421
shares
|
$471,085
0.16% of portfolio
|
Q4 2024
Reduced 84.2%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
7,346
shares
|
$466,324
0.01% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
7,331
shares
|
$465,371
0.02% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
7,328
shares
|
$465,181
0.03% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,320
shares
|
$464,673
0.27% of portfolio
|
Q4 2022
Reduced 98.93%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
7,302
shares
|
$463,530
0.07% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,222
shares
|
$458,452
0.19% of portfolio
|
Q4 2024
Reduced 38.48%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
7,221
shares
|
$458,389
0.03% of portfolio
|
Q4 2024
Reduced 16.23%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
7,190
shares
|
$456,421
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Mass Ave Global Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
7,156
shares
|
$454,262
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
7,121
shares
|
$452,041
0.08% of portfolio
|
Q4 2024
Reduced 20.19%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
7,112
shares
|
$451,469
0.04% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
7,056
shares
|
$447,914
0.03% of portfolio
|
Q4 2024
Reduced 22.63%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
7,023
shares
|
$445,820
0.02% of portfolio
|
Q4 2024
Reduced 88.97%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
7,018
shares
|
$445,502
0.03% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,000
shares
|
$444,360
0.15% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
6,973
shares
|
$442,646
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
6,963
shares
|
$442,011
0.04% of portfolio
|
Q4 2024
Reduced 76.09%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
6,945
shares
|
$440,868
0.04% of portfolio
|
Q4 2024
Reduced 28.25%
|