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 |
|---|---|---|---|---|---|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
4,700
shares
|
$298,356
0.02% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
4,687
shares
|
$297,530
0.04% of portfolio
|
Q4 2024
Added 69.45%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
4,684
shares
|
$297,340
0.04% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
4,680
shares
|
$297,086
0.06% of portfolio
|
Q4 2024
Reduced 52.45%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,652
shares
|
$295,308
0.54% of portfolio
|
Q1 2024
Added 6.53%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,642
shares
|
$294,674
0.02% of portfolio
|
Q4 2024
Reduced 19.07%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
4,637
shares
|
$294,356
0.06% of portfolio
|
Q4 2024
Reduced 51.15%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
4,626
shares
|
$293,658
0.09% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
4,614
shares
|
$292,896
0.01% of portfolio
|
Q4 2024
Reduced 17.13%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,608
shares
|
$292,515
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Feb 10, 2025 Q4 2024 |
4,599
shares
|
$291,944
0.14% of portfolio
|
Q1 2021
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
4,598
shares
|
$291,881
0.02% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
4,597
shares
|
$291,817
0.27% of portfolio
|
Q2 2022
Added 545.65%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
4,592
shares
|
$291,500
0.15% of portfolio
|
Q4 2024
Reduced 67.36%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
4,575
shares
|
$290,421
0.03% of portfolio
|
Q4 2024
Reduced 57.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,562
shares
|
$289,595
0.03% of portfolio
|
Q4 2023
Reduced 33.86%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,526
shares
|
$287,310
0.01% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
4,521
shares
|
$286,993
0.06% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
4,494
shares
|
$285,279
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,487
shares
|
$284,834
0.25% of portfolio
|
Q2 2023
Reduced 6.97%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
4,457
shares
|
$282,930
0.02% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,426
shares
|
$280,962
0.07% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,399
shares
|
$279,248
0.02% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
4,387
shares
|
$278,486
0.1% of portfolio
|
Q4 2024
Reduced 93.02%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
4,351
shares
|
$276,201
0.01% of portfolio
|
Q4 2024
New holding
|