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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,284
shares
|
$81,739
0.01% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,282
shares
|
$81,612
0.01% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,281
shares
|
$81,548
0.01% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,275
shares
|
$81,166
0.02% of portfolio
|
Q4 2024
Added 54.92%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
1,258
shares
|
$80,084
0.03% of portfolio
|
Q4 2024
Reduced 54.22%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,221
shares
|
$77,728
0.01% of portfolio
|
Q4 2024
Reduced 43.65%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$76,392
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,196
shares
|
$76,137
0.0% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1,170
shares
|
$74,482
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
1,169
shares
|
$74,418
0.0% of portfolio
|
Q1 2024
Reduced 96.38%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
1,168
shares
|
$74,354
0.0% of portfolio
|
Q4 2024
Added 38.72%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,157
shares
|
$73,654
0.01% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,140
shares
|
$72,572
0.02% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,084
shares
|
$69,007
0.02% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,081
shares
|
$68,816
0.01% of portfolio
|
Q4 2024
Reduced 35.69%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
1,076
shares
|
$68,498
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,073
shares
|
$68,307
0.02% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
1,060
shares
|
$67,479
0.03% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
1,024
shares
|
$65,187
0.02% of portfolio
|
Q4 2024
Added 77.16%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
1,015
shares
|
$64,614
0.02% of portfolio
|
Q4 2024
Reduced 74.42%
|
|
|
Park Circle CO
|
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$63,660
0.04% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
994
shares
|
$63,278
0.01% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
992
shares
|
$63,150
0.03% of portfolio
|
Q4 2024
Reduced 34.61%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
989
shares
|
$62,959
0.0% of portfolio
|
Q4 2024
Reduced 72.1%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
986
shares
|
$62,768
0.03% of portfolio
|
Q4 2024
Reduced 2.18%
|