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 2,065 institutions that hold shares in the stock, with a total of 967 Million shares, which have been reported (via 13F filing form) to have a value of $50.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
76,356
shares
|
$4.02 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
76,336
shares
|
$4.02 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
76,241
shares
|
$4.01 Million
0.02% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
75,948
shares
|
$4 Million
0.26% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
75,524
shares
|
$3.97 Million
0.53% of portfolio
|
Q3 2024
Added 45.43%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
75,329
shares
|
$3.96 Million
0.44% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
74,609
shares
|
$3.93 Million
0.21% of portfolio
|
Q3 2024
Added 697.96%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
73,847
shares
|
$3.89 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
73,583
shares
|
$3.87 Million
1.11% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
73,557
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
72,488
shares
|
$3.81 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
72,474
shares
|
$3.81 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
72,181
shares
|
$3.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
71,881
shares
|
$3.78 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
71,855
shares
|
$3.78 Million
2.53% of portfolio
|
Q3 2024
Reduced 26.01%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
71,636
shares
|
$3.77 Million
0.04% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
71,453
shares
|
$3.76 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
71,142
shares
|
$3.74 Million
0.5% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
70,800
shares
|
$3.73 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
70,610
shares
|
$3.72 Million
2.25% of portfolio
|
Q2 2024
Added 2.55%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
70,394
shares
|
$3.7 Million
1.04% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
69,936
shares
|
$3.68 Million
0.06% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
69,576
shares
|
$3.66 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
69,420
shares
|
$3.65 Million
0.05% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
69,320
shares
|
$3.65 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.61%
|