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 1,976 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 $65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,146
shares
|
$584,063
0.02% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
9,128
shares
|
$582,914
0.01% of portfolio
|
Q4 2024
Reduced 76.29%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
9,115
shares
|
$582,083
0.06% of portfolio
|
Q3 2024
Reduced 47.91%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
9,114
shares
|
$582,020
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
9,104
shares
|
$581,381
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
9,101
shares
|
$581,189
0.09% of portfolio
|
Q4 2024
Added 16.6%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
9,096
shares
|
$580,870
0.01% of portfolio
|
Q4 2024
Added 14.49%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
8,961
shares
|
$572,249
0.12% of portfolio
|
Q4 2024
Reduced 13.5%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
8,941
shares
|
$570,972
0.41% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,931
shares
|
$570,333
0.01% of portfolio
|
Q4 2024
Reduced 21.67%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
8,923
shares
|
$569,822
0.01% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
8,917
shares
|
$569,439
0.03% of portfolio
|
Q4 2024
Reduced 40.01%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
8,911
shares
|
$569,056
2.02% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
8,853
shares
|
$565,352
0.08% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
8,843
shares
|
$564,713
0.04% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
8,836
shares
|
$564,266
0.52% of portfolio
|
Q4 2022
Added 0.56%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
8,822
shares
|
$563,372
0.05% of portfolio
|
Q4 2024
Reduced 31.16%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
8,798
shares
|
$561,840
0.02% of portfolio
|
Q4 2024
Reduced 22.65%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
8,792
shares
|
$561,457
0.01% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
8,723
shares
|
$557,050
0.03% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
8,706
shares
|
$555,965
0.04% of portfolio
|
Q4 2024
Reduced 20.49%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,662
shares
|
$553,155
0.12% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
8,634
shares
|
$551,367
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
8,580
shares
|
$547,918
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,535
shares
|
$545,045
0.03% of portfolio
|
Q3 2023
Added 17.69%
|