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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
5,897
shares
|
$374,341
0.07% of portfolio
|
Q4 2024
Reduced 42.28%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
5,885
shares
|
$373,579
0.2% of portfolio
|
Q3 2023
Added 1.73%
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
5,828
shares
|
$369,961
0.02% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
5,774
shares
|
$366,533
0.23% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
5,760
shares
|
$365,644
0.17% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,757
shares
|
$365,454
0.01% of portfolio
|
Q4 2024
Reduced 90.93%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
5,746
shares
|
$364,756
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
5,741
shares
|
$364,438
0.03% of portfolio
|
Q4 2024
Reduced 16.36%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
5,727
shares
|
$363,549
0.14% of portfolio
|
Q4 2024
Reduced 25.98%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,713
shares
|
$362,661
0.03% of portfolio
|
Q4 2024
Reduced 42.59%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
5,706
shares
|
$362,216
0.01% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
5,678
shares
|
$360,439
0.07% of portfolio
|
Q4 2024
Reduced 77.71%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
5,678
shares
|
$360,439
0.11% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
5,674
shares
|
$360,185
0.04% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,657
shares
|
$359,106
0.21% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,657
shares
|
$359,106
0.08% of portfolio
|
Q3 2022
Reduced 13.1%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
5,657
shares
|
$359,106
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Greenland Capital Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
5,644
shares
|
$358,281
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
5,640
shares
|
$358,027
0.07% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
5,632
shares
|
$357,519
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
5,609
shares
|
$356,059
0.03% of portfolio
|
Q4 2024
Reduced 50.11%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
5,588
shares
|
$354,726
0.01% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,587
shares
|
$354,662
0.01% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,567
shares
|
$353,393
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
5,567
shares
|
$353,393
0.08% of portfolio
|
Q4 2024
Reduced 77.13%
|