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 1,992 institutions that hold shares in the stock, with a total of 963 Million shares, which have been reported (via 13F filing form) to have a value of $54.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
55,257
shares
|
$3.12 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
55,154
shares
|
$3.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.54%
|
|
|
Garland Capital Management Inc
|
Oct 30, 2024 Q3 2024 |
54,790
shares
|
$3.09 Million
2.64% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
54,158
shares
|
$3.06 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
53,829
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
53,033
shares
|
$3 Million
0.32% of portfolio
|
Q3 2022
Added 2.45%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
52,860
shares
|
$2.99 Million
0.14% of portfolio
|
Q3 2024
Reduced 17.22%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
52,588
shares
|
$2.97 Million
0.14% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
52,150
shares
|
$2.95 Million
1.43% of portfolio
|
Q1 2023
Added 2.26%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
51,941
shares
|
$2.93 Million
0.08% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Nov 15, 2024 Q3 2024 |
51,663
shares
|
$2.92 Million
1.49% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
51,524
shares
|
$2.91 Million
0.28% of portfolio
|
Q3 2024
Reduced 40.53%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
51,114
shares
|
$2.89 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
51,101
shares
|
$2.89 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
50,449
shares
|
$2.85 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
50,111
shares
|
$2.83 Million
0.09% of portfolio
|
Q3 2024
Reduced 62.92%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
49,083
shares
|
$2.77 Million
0.46% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
49,059
shares
|
$2.77 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Nov 12, 2024 Q3 2024 |
49,010
shares
|
$2.77 Million
1.05% of portfolio
|
Q3 2024
Reduced 30.69%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
48,997
shares
|
$2.77 Million
0.14% of portfolio
|
Q3 2024
Reduced 29.84%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
48,051
shares
|
$2.71 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
48,002
shares
|
$2.71 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
47,930
shares
|
$2.71 Million
0.43% of portfolio
|
Q4 2022
Added 19.8%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
47,910
shares
|
$2.71 Million
0.69% of portfolio
|
Q4 2024
Reduced 14.11%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
47,708
shares
|
$2.69 Million
0.03% of portfolio
|
Q3 2024
Added 49.24%
|