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 |
|---|---|---|---|---|---|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
3,705
shares
|
$235,193
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
3,623
shares
|
$229,988
0.03% of portfolio
|
Q4 2021
Reduced 5.23%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
3,620
shares
|
$229,797
0.46% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
3,600
shares
|
$228,528
0.02% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,598
shares
|
$228,401
0.13% of portfolio
|
Q1 2024
Reduced 14.19%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,580
shares
|
$227,258
0.1% of portfolio
|
Q2 2022
Reduced 13.76%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,548
shares
|
$225,227
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
3,451
shares
|
$219,069
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
3,418
shares
|
$216,974
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
3,366
shares
|
$213,673
0.04% of portfolio
|
Q3 2024
Reduced 39.72%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
3,357
shares
|
$213,102
0.11% of portfolio
|
Q1 2023
Added 38.72%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
3,338
shares
|
$211,896
0.0% of portfolio
|
Q4 2024
Reduced 95.17%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,314
shares
|
$210,372
0.03% of portfolio
|
Q4 2024
Reduced 40.65%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
3,312
shares
|
$210,245
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
3,289
shares
|
$208,785
0.0% of portfolio
|
Q4 2024
Added 3124.51%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,282
shares
|
$208,341
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
3,262
shares
|
$207,071
0.03% of portfolio
|
Q3 2022
Added 10.43%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,250
shares
|
$206,310
0.18% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
3,205
shares
|
$203,453
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
3,200
shares
|
$203,136
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
3,184
shares
|
$202,120
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,100
shares
|
$196,788
0.22% of portfolio
|
Q2 2022
Reduced 20.7%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,086
shares
|
$195,899
0.05% of portfolio
|
Q3 2022
Added 14.68%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
3,085
shares
|
$195,835
0.1% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
3,079
shares
|
$195,454
0.04% of portfolio
|
Q2 2022
Added 3.15%
|