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 |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
50
shares
|
$3,174
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
50
shares
|
$3,174
0.0% of portfolio
|
Q2 2023
Reduced 35.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
50
shares
|
$3,174
0.0% of portfolio
|
Q2 2024
Reduced 97.21%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
49
shares
|
$3,110
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
47
shares
|
$2,983
0.0% of portfolio
|
Q4 2024
Reduced 87.95%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
46
shares
|
$2,920
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
45
shares
|
$2,856
0.0% of portfolio
|
Q4 2024
Reduced 95.4%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
44
shares
|
$2,793
0.0% of portfolio
|
Q4 2024
Reduced 37.14%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
44
shares
|
$2,793
0.09% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
42
shares
|
$2,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
40
shares
|
$2,539
0.0% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
40
shares
|
$2,539
0.0% of portfolio
|
Q2 2024
Reduced 84.85%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
39
shares
|
$2,475
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
37
shares
|
$2,348
0.0% of portfolio
|
Q3 2024
Reduced 80.53%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
36
shares
|
$2,285
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
36
shares
|
$2,285
0.0% of portfolio
|
Q4 2024
Reduced 87.59%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
36
shares
|
$2,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
34
shares
|
$2,158
0.0% of portfolio
|
Q4 2024
Reduced 87.12%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
29
shares
|
$1,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
28
shares
|
$1,777
0.0% of portfolio
|
Q3 2022
Added 3.7%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
27
shares
|
$1,713
0.0% of portfolio
|
Q4 2024
Reduced 92.5%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
23
shares
|
$1,460
0.0% of portfolio
|
Q2 2024
Added 27.78%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
23
shares
|
$1,460
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
20
shares
|
$1,269
0.0% of portfolio
|
Q2 2024
Reduced 99.96%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$1,142
0.0% of portfolio
|
Q4 2024
New holding
|