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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
4,938
shares
|
$313,464
0.0% of portfolio
|
Q4 2024
Reduced 29.75%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4,937
shares
|
$313,400
0.07% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
4,935
shares
|
$313,273
0.12% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
4,918
shares
|
$312,194
0.01% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
4,915
shares
|
$312,004
0.16% of portfolio
|
Q4 2024
Reduced 19.6%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,888
shares
|
$310,290
0.02% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
4,872
shares
|
$309,274
0.02% of portfolio
|
Q4 2024
Reduced 27.73%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
4,871
shares
|
$309,211
0.01% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
4,867
shares
|
$308,957
0.03% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
4,853
shares
|
$308,068
0.07% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
4,851
shares
|
$307,941
0.03% of portfolio
|
Q4 2024
Reduced 59.66%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
4,848
shares
|
$307,751
0.05% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
4,847
shares
|
$307,687
0.02% of portfolio
|
Q4 2024
Reduced 19.86%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
4,836
shares
|
$306,989
0.03% of portfolio
|
Q4 2024
Added 49.91%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Feb 14, 2025 Q4 2024 |
4,835
shares
|
$306,925
0.24% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,832
shares
|
$306,735
0.08% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
4,824
shares
|
$306,227
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
4,805
shares
|
$305,021
0.36% of portfolio
|
Q4 2021
Added 3.22%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
4,800
shares
|
$304,704
0.16% of portfolio
|
Q3 2024
Reduced 36.84%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
4,758
shares
|
$302,037
0.62% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,752
shares
|
$301,656
0.0% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
4,751
shares
|
$301,593
0.07% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
4,749
shares
|
$301,466
0.08% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,748
shares
|
$301,403
0.04% of portfolio
|
Q3 2022
Added 4.44%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,742
shares
|
$301,022
0.05% of portfolio
|
Q3 2023
Added 8.12%
|