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 |
|---|---|---|---|---|---|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
6,607
shares
|
$419,412
0.14% of portfolio
|
Q4 2024
Reduced 53.56%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
6,589
shares
|
$418,269
0.05% of portfolio
|
Q4 2024
Reduced 22.01%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
6,541
shares
|
$415,222
0.7% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
6,532
shares
|
$414,651
0.03% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,516
shares
|
$413,635
0.04% of portfolio
|
Q3 2023
Reduced 72.25%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
6,484
shares
|
$411,604
0.03% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
6,478
shares
|
$411,223
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
6,476
shares
|
$411,096
0.15% of portfolio
|
Q4 2024
Reduced 52.0%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
6,467
shares
|
$410,525
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,458
shares
|
$409,953
0.01% of portfolio
|
Q4 2024
Reduced 20.86%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
6,426
shares
|
$407,922
0.09% of portfolio
|
Q4 2024
Reduced 17.77%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
6,388
shares
|
$405,510
0.08% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
6,318
shares
|
$401,066
0.35% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
6,276
shares
|
$398,400
0.04% of portfolio
|
Q4 2024
Reduced 13.86%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
6,254
shares
|
$397,003
0.02% of portfolio
|
Q4 2024
Reduced 39.56%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
6,228
shares
|
$395,353
0.17% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Oldfield Partners LLP
|
Jan 23, 2025 Q4 2024 |
6,200
shares
|
$393,576
0.08% of portfolio
|
Q2 2024
Added 37.78%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
6,197
shares
|
$393,385
0.08% of portfolio
|
Q4 2024
Reduced 22.64%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
6,193
shares
|
$393,131
0.17% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
6,192
shares
|
$393,068
0.02% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
6,192
shares
|
$393,068
0.15% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,176
shares
|
$392,052
0.06% of portfolio
|
Q4 2024
Reduced 47.71%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
6,175
shares
|
$391,989
0.03% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
6,173
shares
|
$391,862
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
6,166
shares
|
$391,417
0.11% of portfolio
|
Q4 2024
Reduced 13.03%
|