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 $64.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
4,351
shares
|
$277,854
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
4,348
shares
|
$277,663
0.06% of portfolio
|
Q4 2024
Reduced 19.97%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
4,338
shares
|
$277,024
0.02% of portfolio
|
Q4 2024
Reduced 36.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,328
shares
|
$276,386
0.01% of portfolio
|
Q4 2024
Added 18.61%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
4,274
shares
|
$272,937
0.09% of portfolio
|
Q4 2023
Reduced 6.35%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
4,250
shares
|
$271,405
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,245
shares
|
$271,085
0.05% of portfolio
|
Q3 2023
Reduced 10.52%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
4,209
shares
|
$268,786
0.08% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
4,166
shares
|
$266,040
0.12% of portfolio
|
Q4 2023
Added 3.81%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
4,140
shares
|
$264,380
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
4,129
shares
|
$263,677
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
4,118
shares
|
$262,975
0.01% of portfolio
|
Q4 2024
Reduced 51.29%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,108
shares
|
$262,336
0.1% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,047
shares
|
$258,441
0.04% of portfolio
|
Q3 2022
Added 7.32%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Feb 13, 2025 Q4 2024 |
4,022
shares
|
$256,844
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$255,440
0.1% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,957
shares
|
$252,694
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
3,937
shares
|
$251,416
0.03% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,918
shares
|
$250,203
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,875
shares
|
$247,457
0.94% of portfolio
|
Q3 2023
Added 7.1%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,862
shares
|
$246,627
0.01% of portfolio
|
Q4 2024
Reduced 95.09%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,857
shares
|
$246,308
0.01% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,805
shares
|
$242,987
0.01% of portfolio
|
Q4 2023
Reduced 8.09%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,785
shares
|
$241,710
0.08% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,722
shares
|
$237,686
0.03% of portfolio
|
Q4 2024
Added 11.04%
|