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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
203
shares
|
$12,886
0.0% of portfolio
|
Q4 2023
Reduced 13.25%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
202
shares
|
$12,822
0.01% of portfolio
|
Q4 2021
Added 10000.0%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
202
shares
|
$12,822
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$12,696
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
200
shares
|
$12,696
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
198
shares
|
$12,569
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
196
shares
|
$12,442
0.0% of portfolio
|
Q2 2024
Reduced 10.09%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
196
shares
|
$12,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
191
shares
|
$12,124
0.0% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
190
shares
|
$12,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
188
shares
|
$11,934
0.01% of portfolio
|
Q4 2024
Reduced 85.78%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
188
shares
|
$11,934
0.0% of portfolio
|
Q4 2024
Added 337.21%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
187
shares
|
$11,870
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
177
shares
|
$11,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
175
shares
|
$11,109
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
175
shares
|
$11,109
0.0% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
172
shares
|
$10,918
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
170
shares
|
$10,791
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
164
shares
|
$10,410
0.0% of portfolio
|
Q4 2024
Reduced 97.51%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
164
shares
|
$10,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
160
shares
|
$10,156
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
160
shares
|
$10,156
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
155
shares
|
$9,839
0.0% of portfolio
|
Q4 2024
Reduced 51.41%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
154
shares
|
$9,775
0.0% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
150
shares
|
$9,522
0.0% of portfolio
|
Q4 2024
Reduced 32.43%
|