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 |
|---|---|---|---|---|---|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
600
shares
|
$38,088
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
591
shares
|
$37,516
0.0% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
590
shares
|
$37,453
0.01% of portfolio
|
Q4 2024
Reduced 76.05%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
574
shares
|
$36,437
0.02% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
562
shares
|
$35,675
0.02% of portfolio
|
Q2 2024
Added 116.15%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
556
shares
|
$35,294
0.0% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
550
shares
|
$34,914
0.01% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
540
shares
|
$34,279
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Maj Invest Holding A
|
Jan 22, 2025 Q4 2024 |
540
shares
|
$34,279
0.0% of portfolio
|
Q1 2022
Reduced 22.86%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
529
shares
|
$33,580
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
525
shares
|
$33,327
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
517
shares
|
$32,819
0.02% of portfolio
|
Q1 2024
Added 54.33%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
511
shares
|
$32,438
0.01% of portfolio
|
Q4 2024
Reduced 72.15%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
510
shares
|
$32,374
0.01% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
500
shares
|
$31,740
0.01% of portfolio
|
Q3 2024
Reduced 45.65%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
500
shares
|
$31,740
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
500
shares
|
$31,740
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
497
shares
|
$31,549
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
486
shares
|
$30,851
0.0% of portfolio
|
Q4 2024
Reduced 72.86%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
480
shares
|
$30,470
0.0% of portfolio
|
Q4 2024
Added 30.43%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
478
shares
|
$30,343
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
470
shares
|
$29,835
0.01% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
470
shares
|
$29,835
0.01% of portfolio
|
Q4 2024
Added 17.5%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
460
shares
|
$29,200
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
457
shares
|
$29,010
0.0% of portfolio
|
Q4 2024
Reduced 30.97%
|