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 |
|---|---|---|---|---|---|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,070
shares
|
$194,883
0.23% of portfolio
|
Q2 2022
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,019
shares
|
$191,646
0.0% of portfolio
|
Q3 2022
Reduced 58.47%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,013
shares
|
$191,265
0.01% of portfolio
|
Q4 2024
Added 19986.67%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,985
shares
|
$189,487
0.01% of portfolio
|
Q4 2024
Reduced 15.73%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
2,979
shares
|
$189,106
0.1% of portfolio
|
Q4 2024
Reduced 40.12%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,978
shares
|
$189,043
0.33% of portfolio
|
Q3 2022
Reduced 42.68%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,923
shares
|
$185,552
0.06% of portfolio
|
Q4 2022
Added 0.1%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,923
shares
|
$185,552
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,789
shares
|
$177,045
0.01% of portfolio
|
Q4 2024
Reduced 29.16%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
2,788
shares
|
$176,982
0.1% of portfolio
|
Q2 2022
Reduced 92.87%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,785
shares
|
$176,791
0.0% of portfolio
|
Q4 2024
Reduced 19.67%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,780
shares
|
$176,474
0.01% of portfolio
|
Q3 2021
Reduced 7.86%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,777
shares
|
$176,283
0.01% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
2,775
shares
|
$176,157
0.06% of portfolio
|
Q2 2024
Reduced 9.76%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
2,765
shares
|
$175,522
0.23% of portfolio
|
Q4 2023
Reduced 38.07%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
2,736
shares
|
$173,681
0.06% of portfolio
|
Q4 2024
Reduced 44.08%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,730
shares
|
$173,300
0.05% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,688
shares
|
$170,634
0.08% of portfolio
|
Q4 2024
Reduced 78.66%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,648
shares
|
$168,095
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,646
shares
|
$167,968
0.11% of portfolio
|
Q4 2023
Added 5913.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,628
shares
|
$166,825
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
2,627
shares
|
$166,761
0.04% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
2,607
shares
|
$165,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
2,596
shares
|
$164,794
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,593
shares
|
$164,603
0.01% of portfolio
|
Q3 2022
Added 4.01%
|