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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
343
shares
|
$21,773
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
342
shares
|
$21,710
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
340
shares
|
$21,583
0.01% of portfolio
|
Q4 2024
Reduced 96.64%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
336
shares
|
$21,329
0.01% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
336
shares
|
$21,329
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
335
shares
|
$21,265
0.01% of portfolio
|
Q3 2024
Reduced 43.7%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
331
shares
|
$21,011
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
328
shares
|
$20,821
0.0% of portfolio
|
Q4 2024
Reduced 60.91%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
328
shares
|
$20,821
0.01% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
325
shares
|
$20,631
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
325
shares
|
$20,631
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
317
shares
|
$20,123
0.0% of portfolio
|
Q2 2023
Reduced 86.16%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
310
shares
|
$19,678
0.0% of portfolio
|
Q4 2023
Reduced 37.63%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
310
shares
|
$19,678
0.02% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
310
shares
|
$19,678
0.01% of portfolio
|
Q4 2024
Added 39.64%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
309
shares
|
$19,615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
303
shares
|
$19,234
0.01% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
302
shares
|
$19,170
0.01% of portfolio
|
Q4 2024
Reduced 39.6%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
302
shares
|
$19,170
0.01% of portfolio
|
Q4 2024
Reduced 39.6%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
300
shares
|
$19,044
0.0% of portfolio
|
Q1 2024
Reduced 90.77%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
300
shares
|
$19,044
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
294
shares
|
$18,663
0.0% of portfolio
|
Q4 2024
Reduced 77.45%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
290
shares
|
$18,409
0.0% of portfolio
|
Q4 2024
Reduced 40.08%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
285
shares
|
$18,091
0.01% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
283
shares
|
$17,964
0.01% of portfolio
|
Q4 2024
New holding
|