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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
457
shares
|
$29,010
0.01% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
456
shares
|
$28,946
0.0% of portfolio
|
Q2 2024
Reduced 89.77%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
452
shares
|
$28,692
0.0% of portfolio
|
Q4 2024
Added 115.24%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
452
shares
|
$28,692
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
450
shares
|
$28,566
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
447
shares
|
$28,375
0.0% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
443
shares
|
$28,121
0.0% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
440
shares
|
$27,931
0.0% of portfolio
|
Q3 2024
Reduced 40.54%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
436
shares
|
$27,677
0.02% of portfolio
|
Q4 2024
Reduced 49.12%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
435
shares
|
$27,613
0.01% of portfolio
|
Q2 2023
Reduced 50.29%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
414
shares
|
$26,280
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
410
shares
|
$26,026
0.01% of portfolio
|
Q3 2024
Added 57.09%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
400
shares
|
$25,392
0.0% of portfolio
|
Q3 2024
Reduced 81.96%
|
|
|
Performa LTD (Us), LLC
|
Feb 10, 2025 Q4 2024 |
400
shares
|
$25,392
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
391
shares
|
$24,820
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
378
shares
|
$23,995
0.02% of portfolio
|
Q1 2023
Reduced 3.32%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
376
shares
|
$23,868
0.01% of portfolio
|
Q3 2023
Added 42.97%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
371
shares
|
$23,551
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
366
shares
|
$23,233
0.0% of portfolio
|
Q4 2024
Reduced 46.1%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
364
shares
|
$23,106
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
362
shares
|
$22,979
0.01% of portfolio
|
Q3 2024
Reduced 83.55%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
353
shares
|
$22,408
0.0% of portfolio
|
Q4 2024
Reduced 72.61%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
352
shares
|
$22,344
0.0% of portfolio
|
Q4 2024
Reduced 96.58%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
350
shares
|
$22,218
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
348
shares
|
$22,091
0.01% of portfolio
|
Q4 2024
New holding
|