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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
150
shares
|
$9,522
0.0% of portfolio
|
Q1 2024
Reduced 97.6%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
150
shares
|
$9,522
0.0% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$9,522
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
150
shares
|
$9,522
0.0% of portfolio
|
Q4 2024
Reduced 88.12%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
150
shares
|
$9,522
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
149
shares
|
$9,458
0.0% of portfolio
|
Q4 2024
Added 204.08%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
148
shares
|
$9,395
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
145
shares
|
$9,204
0.0% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
142
shares
|
$9,014
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
139
shares
|
$8,823
0.0% of portfolio
|
Q4 2024
Reduced 25.27%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
135
shares
|
$8,569
0.01% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
135
shares
|
$8,569
0.0% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
128
shares
|
$8,125
0.0% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
126
shares
|
$7,998
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
125
shares
|
$7,935
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
125
shares
|
$7,935
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
120
shares
|
$7,617
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
119
shares
|
$7,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
116
shares
|
$7,363
0.0% of portfolio
|
Q4 2024
Added 123.08%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
115
shares
|
$7,300
0.0% of portfolio
|
Q3 2024
Reduced 35.75%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
114
shares
|
$7,236
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
112
shares
|
$7,109
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
111
shares
|
$7,046
0.0% of portfolio
|
Q4 2024
Reduced 59.04%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
108
shares
|
$6,855
0.0% of portfolio
|
Q4 2024
Reduced 80.26%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
108
shares
|
$6,855
0.0% of portfolio
|
Q4 2024
New holding
|