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 |
|---|---|---|---|---|---|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$126,960
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$126,960
0.07% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
1,983
shares
|
$125,880
0.05% of portfolio
|
Q4 2024
Reduced 59.93%
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Feb 10, 2025 Q4 2024 |
1,980
shares
|
$125,690
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,934
shares
|
$122,770
0.0% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,932
shares
|
$122,643
0.03% of portfolio
|
Q4 2024
Reduced 42.67%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,927
shares
|
$122,325
0.04% of portfolio
|
Q4 2024
Reduced 25.17%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,882
shares
|
$119,469
0.01% of portfolio
|
Q4 2024
Reduced 34.92%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,796
shares
|
$114,010
0.05% of portfolio
|
Q3 2024
Reduced 23.77%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,787
shares
|
$113,438
0.04% of portfolio
|
Q2 2023
Added 8.37%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,747
shares
|
$110,899
0.01% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,739
shares
|
$110,391
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,735
shares
|
$110,137
0.01% of portfolio
|
Q4 2024
Added 34.39%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,735
shares
|
$110,137
0.01% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
1,714
shares
|
$108,804
0.01% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,714
shares
|
$108,804
0.06% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,701
shares
|
$107,979
0.01% of portfolio
|
Q4 2024
Reduced 80.36%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,698
shares
|
$107,789
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Feb 14, 2025 Q4 2024 |
1,688
shares
|
$107,154
0.0% of portfolio
|
Q4 2019
Reduced 39.76%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,675
shares
|
$106,329
0.04% of portfolio
|
Q3 2024
Reduced 29.47%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
1,675
shares
|
$106,329
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
1,666
shares
|
$105,757
0.03% of portfolio
|
Q4 2024
Reduced 13.05%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
1,666
shares
|
$105,757
0.04% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
1,643
shares
|
$104,297
0.03% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
1,641
shares
|
$104,170
0.02% of portfolio
|
Q4 2024
Reduced 2.15%
|