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 |
|---|---|---|---|---|---|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
5,176
shares
|
$328,572
0.25% of portfolio
|
Q2 2023
Added 1.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
5,174
shares
|
$328,445
0.01% of portfolio
|
Q4 2024
Reduced 27.47%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
5,150
shares
|
$326,922
0.1% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,133
shares
|
$325,842
0.09% of portfolio
|
Q2 2023
Added 2.52%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
5,126
shares
|
$325,398
0.07% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
5,122
shares
|
$325,144
0.06% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
5,116
shares
|
$324,763
0.02% of portfolio
|
Q4 2024
Added 40.98%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
5,100
shares
|
$323,748
0.12% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
5,100
shares
|
$323,748
0.18% of portfolio
|
Q3 2022
Added 6.81%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
5,086
shares
|
$322,859
0.01% of portfolio
|
Q4 2024
Reduced 25.94%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
5,084
shares
|
$322,732
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,073
shares
|
$322,034
0.73% of portfolio
|
Q4 2022
Added 9.47%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,073
shares
|
$322,034
0.08% of portfolio
|
Q2 2024
Reduced 84.51%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
5,069
shares
|
$321,780
0.03% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,034
shares
|
$319,558
0.01% of portfolio
|
Q4 2024
Reduced 18.08%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
5,023
shares
|
$318,860
0.04% of portfolio
|
Q4 2024
Reduced 34.68%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,010
shares
|
$318,034
0.03% of portfolio
|
Q4 2024
Added 26.26%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
5,000
shares
|
$317,400
0.03% of portfolio
|
Q4 2023
Reduced 40.83%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,990
shares
|
$316,765
0.14% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
4,989
shares
|
$316,701
0.43% of portfolio
|
Q4 2023
Reduced 28.91%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
4,985
shares
|
$316,447
0.05% of portfolio
|
Q4 2024
Added 43.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,984
shares
|
$316,384
0.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,981
shares
|
$316,193
0.04% of portfolio
|
Q2 2024
Reduced 13.21%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,972
shares
|
$315,622
0.09% of portfolio
|
Q4 2024
Reduced 46.54%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
4,944
shares
|
$313,845
0.01% of portfolio
|
Q4 2024
Added 17.38%
|