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 |
|---|---|---|---|---|---|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
6,935
shares
|
$440,233
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
6,902
shares
|
$438,138
0.01% of portfolio
|
Q4 2024
Reduced 22.66%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
6,879
shares
|
$436,678
0.46% of portfolio
|
Q2 2022
Added 5.28%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,864
shares
|
$435,726
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,833
shares
|
$433,758
0.04% of portfolio
|
Q4 2024
Reduced 89.64%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
6,824
shares
|
$433,187
0.02% of portfolio
|
Q4 2024
Reduced 30.9%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
6,822
shares
|
$433,060
0.11% of portfolio
|
Q4 2024
Reduced 64.66%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,818
shares
|
$432,806
0.15% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
6,814
shares
|
$432,552
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,806
shares
|
$432,044
0.01% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
6,772
shares
|
$429,886
0.03% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
6,761
shares
|
$429,188
0.03% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
6,761
shares
|
$429,188
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,756
shares
|
$428,870
0.06% of portfolio
|
Q4 2022
Reduced 2.06%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
6,756
shares
|
$428,870
0.26% of portfolio
|
Q4 2024
Added 32.37%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
6,752
shares
|
$428,616
0.12% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
6,721
shares
|
$426,649
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
6,693
shares
|
$424,871
0.01% of portfolio
|
Q4 2024
Reduced 19.25%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,688
shares
|
$424,554
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
6,679
shares
|
$423,982
0.05% of portfolio
|
Q4 2024
Added 26.78%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
6,676
shares
|
$423,792
0.11% of portfolio
|
Q4 2024
Reduced 43.23%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
6,669
shares
|
$423,348
0.0% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
6,663
shares
|
$422,967
0.02% of portfolio
|
Q4 2024
Reduced 43.81%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
6,662
shares
|
$422,903
0.19% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,642
shares
|
$421,634
0.04% of portfolio
|
Q4 2024
Reduced 24.77%
|