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 |
|---|---|---|---|---|---|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
39,607
shares
|
$2.08 Million
0.64% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
39,572
shares
|
$2.08 Million
0.22% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
39,571
shares
|
$2.08 Million
0.37% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
39,540
shares
|
$2.08 Million
0.03% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
39,350
shares
|
$2.07 Million
1.28% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,335
shares
|
$2.07 Million
0.3% of portfolio
|
Q4 2024
Reduced 24.08%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
39,267
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 30.03%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
39,241
shares
|
$2.06 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
39,118
shares
|
$2.06 Million
0.09% of portfolio
|
Q3 2024
Reduced 40.85%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
38,867
shares
|
$2.05 Million
0.28% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
38,816
shares
|
$2.04 Million
0.31% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
38,772
shares
|
$2.04 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
38,493
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 41.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
38,311
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.35%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
38,307
shares
|
$2.02 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
38,205
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2024
Reduced 77.14%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
37,892
shares
|
$1.99 Million
0.12% of portfolio
|
Q1 2024
Added 2.29%
|
|
|
Clark Estates Inc
New York, NY |
Nov 13, 2024 Q3 2024 |
37,875
shares
|
$1.99 Million
0.62% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
37,314
shares
|
$1.96 Million
0.54% of portfolio
|
Q1 2023
Reduced 5.87%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
37,313
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
37,246
shares
|
$1.96 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
37,222
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
37,190
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
37,069
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
36,885
shares
|
$1.94 Million
0.05% of portfolio
|
Q4 2024
Added 816.4%
|