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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
2,574
shares
|
$163,397
0.05% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,557
shares
|
$162,318
0.14% of portfolio
|
Q3 2024
Reduced 21.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,552
shares
|
$162,000
0.01% of portfolio
|
Q4 2024
Added 28.69%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,509
shares
|
$159,271
0.02% of portfolio
|
Q4 2024
Reduced 46.15%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,503
shares
|
$158,890
0.0% of portfolio
|
Q4 2024
Reduced 55.23%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
2,492
shares
|
$158,192
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
2,482
shares
|
$157,557
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,468
shares
|
$156,668
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
2,451
shares
|
$155,589
0.15% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
2,430
shares
|
$154,256
0.05% of portfolio
|
Q4 2024
Reduced 24.86%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
2,416
shares
|
$153,367
0.0% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,403
shares
|
$152,542
0.05% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
2,325
shares
|
$147,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
2,312
shares
|
$146,765
0.0% of portfolio
|
Q4 2024
Reduced 99.4%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
2,284
shares
|
$144,988
0.04% of portfolio
|
Q4 2024
Reduced 61.04%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
2,247
shares
|
$142,639
0.08% of portfolio
|
Q4 2024
Reduced 25.2%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,202
shares
|
$139,782
0.01% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,164
shares
|
$137,370
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
2,158
shares
|
$136,989
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
2,110
shares
|
$133,942
0.02% of portfolio
|
Q4 2024
Reduced 38.57%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
2,050
shares
|
$130,134
0.02% of portfolio
|
Q4 2024
Reduced 27.94%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,041
shares
|
$129,562
0.01% of portfolio
|
Q4 2024
Reduced 14.85%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,029
shares
|
$128,800
0.01% of portfolio
|
Q4 2024
Reduced 30.87%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2,024
shares
|
$128,483
0.05% of portfolio
|
Q3 2022
Reduced 6.9%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
2,006
shares
|
$127,340
0.01% of portfolio
|
Q3 2024
Reduced 57.37%
|