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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
989
shares
|
$62,781
0.0% of portfolio
|
Q4 2024
Reduced 72.1%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
986
shares
|
$62,591
0.03% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
983
shares
|
$62,400
0.01% of portfolio
|
Q4 2024
Reduced 82.22%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
981
shares
|
$62,273
0.03% of portfolio
|
Q4 2024
Added 32600.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
980
shares
|
$62,210
0.03% of portfolio
|
Q3 2023
Added 16.25%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
969
shares
|
$61,512
0.01% of portfolio
|
Q4 2024
Reduced 36.12%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
966
shares
|
$61,321
0.0% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
960
shares
|
$60,940
0.01% of portfolio
|
Q4 2024
Reduced 47.4%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
950
shares
|
$60,306
0.01% of portfolio
|
Q4 2024
Reduced 33.71%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
945
shares
|
$59,988
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
938
shares
|
$59,544
0.0% of portfolio
|
Q4 2024
Reduced 62.04%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
924
shares
|
$58,655
0.01% of portfolio
|
Q3 2024
Reduced 31.3%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
917
shares
|
$58,211
0.01% of portfolio
|
Q4 2024
Reduced 50.27%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
917
shares
|
$58,211
0.02% of portfolio
|
Q4 2024
Reduced 50.51%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
906
shares
|
$57,512
0.01% of portfolio
|
Q3 2024
Reduced 33.19%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
905
shares
|
$57,449
0.0% of portfolio
|
Q4 2024
Reduced 35.08%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
900
shares
|
$57,132
0.1% of portfolio
|
Q2 2023
Added 12.5%
|
|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
884
shares
|
$56,116
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
854
shares
|
$54,211
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
852
shares
|
$54,084
0.0% of portfolio
|
Q4 2024
Reduced 61.31%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
834
shares
|
$52,942
0.01% of portfolio
|
Q3 2024
Reduced 71.81%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
830
shares
|
$52,688
0.02% of portfolio
|
Q3 2024
Reduced 48.83%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
827
shares
|
$52,497
0.03% of portfolio
|
Q4 2024
Added 112.05%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
820
shares
|
$52,053
0.0% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
818
shares
|
$51,926
0.04% of portfolio
|
Q4 2024
New holding
|