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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,553
shares
|
$352,504
0.01% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Whitebox Advisors LLC
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,550
shares
|
$352,314
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
5,534
shares
|
$351,298
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
5,501
shares
|
$349,203
0.11% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
5,494
shares
|
$348,759
0.01% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
5,457
shares
|
$346,410
0.17% of portfolio
|
Q4 2024
Reduced 18.93%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
5,456
shares
|
$346,346
0.04% of portfolio
|
Q4 2024
Reduced 22.5%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
5,441
shares
|
$345,394
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
5,438
shares
|
$345,204
0.03% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,416
shares
|
$343,807
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
5,396
shares
|
$342,538
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
5,370
shares
|
$340,887
0.03% of portfolio
|
Q4 2024
Reduced 66.8%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
5,360
shares
|
$340,252
0.02% of portfolio
|
Q4 2024
Reduced 41.02%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
5,332
shares
|
$338,475
0.05% of portfolio
|
Q4 2024
Reduced 21.9%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
5,329
shares
|
$338,284
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
5,314
shares
|
$337,332
0.0% of portfolio
|
Q4 2024
Added 17.54%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
5,284
shares
|
$335,428
0.01% of portfolio
|
Q4 2024
Reduced 38.39%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
5,284
shares
|
$335,428
0.02% of portfolio
|
Q4 2024
Reduced 89.1%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,283
shares
|
$335,364
0.01% of portfolio
|
Q4 2024
Reduced 22.49%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
5,282
shares
|
$335,301
0.04% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
5,265
shares
|
$334,222
0.01% of portfolio
|
Q4 2024
Reduced 27.37%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
5,245
shares
|
$332,952
0.13% of portfolio
|
Q4 2024
Reduced 47.24%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,241
shares
|
$332,698
0.07% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
5,190
shares
|
$329,461
0.01% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,187
shares
|
$329,270
0.01% of portfolio
|
Q4 2024
Added 15.16%
|