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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
805
shares
|
$51,101
0.01% of portfolio
|
Q4 2024
Added 137.46%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
801
shares
|
$50,847
0.0% of portfolio
|
Q4 2024
Reduced 27.71%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
783
shares
|
$49,704
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
774
shares
|
$49,133
0.0% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
772
shares
|
$49,006
0.02% of portfolio
|
Q3 2024
Reduced 16.72%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
723
shares
|
$45,896
0.01% of portfolio
|
Q4 2024
Reduced 47.99%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
723
shares
|
$45,896
0.01% of portfolio
|
Q2 2024
Reduced 58.8%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
717
shares
|
$45,515
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
710
shares
|
$45,070
0.01% of portfolio
|
Q4 2024
Reduced 51.7%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
708
shares
|
$44,943
0.04% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
707
shares
|
$44,880
0.01% of portfolio
|
Q4 2024
Added 32.65%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
700
shares
|
$44,436
0.0% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
699
shares
|
$44,372
0.02% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
699
shares
|
$44,372
0.06% of portfolio
|
Q4 2024
Reduced 59.03%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
694
shares
|
$44,055
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
687
shares
|
$43,610
0.0% of portfolio
|
Q4 2024
Reduced 30.32%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
672
shares
|
$42,658
0.0% of portfolio
|
Q4 2024
Reduced 70.12%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
665
shares
|
$42,214
0.01% of portfolio
|
Q3 2024
Reduced 53.46%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
650
shares
|
$41,262
0.01% of portfolio
|
Q3 2023
Added 21.5%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
650
shares
|
$41,262
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
643
shares
|
$40,817
0.09% of portfolio
|
Q3 2024
Reduced 82.53%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
628
shares
|
$39,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
626
shares
|
$39,738
0.01% of portfolio
|
Q4 2024
Added 255.68%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
610
shares
|
$38,722
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
607
shares
|
$38,532
0.01% of portfolio
|
Q4 2024
Reduced 68.35%
|