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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
6,162
shares
|
$393,505
0.0% of portfolio
|
Q4 2024
Reduced 71.47%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
6,150
shares
|
$392,739
0.06% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Delaney Dennis R
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,150
shares
|
$392,739
0.15% of portfolio
|
Q4 2024
Reduced 31.26%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,149
shares
|
$392,675
0.03% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
6,144
shares
|
$392,355
0.04% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
6,135
shares
|
$391,781
0.05% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,125
shares
|
$391,142
0.01% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,085
shares
|
$388,588
0.07% of portfolio
|
Q4 2024
Reduced 64.84%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
6,076
shares
|
$388,013
0.03% of portfolio
|
Q4 2024
Reduced 50.07%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
6,027
shares
|
$384,884
0.02% of portfolio
|
Q4 2024
Added 22.75%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,007
shares
|
$383,607
0.02% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
6,000
shares
|
$383,160
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
5,980
shares
|
$381,882
0.14% of portfolio
|
Q4 2024
Reduced 31.45%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
5,980
shares
|
$381,882
0.03% of portfolio
|
Q4 2024
Reduced 23.98%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,961
shares
|
$380,669
0.03% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,956
shares
|
$380,350
0.01% of portfolio
|
Q2 2024
Added 44.46%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
5,956
shares
|
$380,350
0.02% of portfolio
|
Q4 2024
Reduced 26.68%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
5,932
shares
|
$378,817
0.05% of portfolio
|
Q4 2024
Reduced 27.79%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
5,930
shares
|
$378,689
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,927
shares
|
$378,498
0.06% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
5,921
shares
|
$378,115
0.02% of portfolio
|
Q4 2024
Reduced 28.54%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,915
shares
|
$377,731
0.02% of portfolio
|
Q4 2024
Reduced 93.68%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
5,905
shares
|
$377,093
0.05% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
5,904
shares
|
$377,029
0.0% of portfolio
|
Q4 2024
Reduced 52.75%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,901
shares
|
$376,837
0.02% of portfolio
|
Q4 2024
Reduced 72.88%
|