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 |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
280
shares
|
$17,774
0.01% of portfolio
|
Q4 2024
Added 1172.73%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
275
shares
|
$17,457
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
273
shares
|
$17,330
0.01% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
270
shares
|
$17,139
0.12% of portfolio
|
Q1 2022
Added 8.0%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
260
shares
|
$16,504
0.01% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
258
shares
|
$16,377
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
256
shares
|
$16,250
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
250
shares
|
$15,870
0.0% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
250
shares
|
$15,870
0.0% of portfolio
|
Q4 2024
Reduced 95.24%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
250
shares
|
$15,870
0.0% of portfolio
|
Q4 2020
Reduced 54.63%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
250
shares
|
$15,870
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
247
shares
|
$15,679
0.01% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
244
shares
|
$15,489
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
243
shares
|
$15,425
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
242
shares
|
$15,362
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
241
shares
|
$15,298
0.01% of portfolio
|
Q3 2022
Reduced 5.86%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
235
shares
|
$14,917
0.0% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
222
shares
|
$14,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
221
shares
|
$14,029
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
220
shares
|
$13,965
0.0% of portfolio
|
Q4 2024
Reduced 31.68%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
213
shares
|
$13,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
207
shares
|
$13,140
0.0% of portfolio
|
Q4 2024
Reduced 39.65%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
207
shares
|
$13,140
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
205
shares
|
$13,013
0.0% of portfolio
|
Q4 2024
Reduced 70.42%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
204
shares
|
$12,949
0.0% of portfolio
|
Q4 2024
New holding
|