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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
36,821
shares
|
$1.94 Million
0.04% of portfolio
|
Q3 2024
Reduced 27.6%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
36,628
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
36,623
shares
|
$1.93 Million
0.15% of portfolio
|
Q2 2020
Added 2.32%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
36,545
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
36,499
shares
|
$1.92 Million
0.76% of portfolio
|
Q1 2023
Reduced 2.24%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
36,344
shares
|
$1.91 Million
0.72% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
36,290
shares
|
$1.91 Million
1.52% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
36,136
shares
|
$1.9 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
36,135
shares
|
$1.9 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
36,027
shares
|
$1.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 25.16%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
36,020
shares
|
$1.9 Million
0.18% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
36,013
shares
|
$1.9 Million
0.29% of portfolio
|
Q3 2024
Reduced 14.38%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
35,922
shares
|
$1.89 Million
0.24% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
35,914
shares
|
$1.89 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
35,837
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
Added 548.16%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
35,641
shares
|
$1.88 Million
1.41% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
35,443
shares
|
$1.87 Million
0.05% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
35,407
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
35,344
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
35,311
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Added 71.34%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
35,229
shares
|
$1.85 Million
0.26% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
35,207
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2024
Reduced 29.2%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
35,096
shares
|
$1.85 Million
0.8% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
35,091
shares
|
$1.85 Million
0.59% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Cm Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,000
shares
|
$1.84 Million
1.85% of portfolio
|
Q3 2024
Added 16.67%
|