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 |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
34,884
shares
|
$1.84 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Coho Partners, Ltd.
|
Oct 22, 2024 Q3 2024 |
34,746
shares
|
$1.83 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
34,597
shares
|
$1.82 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
34,597
shares
|
$1.82 Million
1.09% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
34,568
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
34,555
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
34,431
shares
|
$1.81 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
34,429
shares
|
$1.81 Million
0.08% of portfolio
|
Q4 2022
Added 10.15%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
34,402
shares
|
$1.81 Million
0.87% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
34,390
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
34,320
shares
|
$1.81 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
34,285
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
34,257
shares
|
$1.8 Million
0.2% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
34,134
shares
|
$1.8 Million
0.22% of portfolio
|
Q3 2024
Reduced 25.43%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
34,130
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 82.12%
|
|
|
Kempner Capital Management Inc.
|
Oct 21, 2024 Q3 2024 |
34,033
shares
|
$1.79 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
33,973
shares
|
$1.79 Million
0.17% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
33,864
shares
|
$1.78 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
33,756
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
33,752
shares
|
$1.78 Million
0.5% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
33,702
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
33,663
shares
|
$1.77 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
33,660
shares
|
$1.77 Million
0.09% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
33,635
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
33,546
shares
|
$1.77 Million
0.25% of portfolio
|
Q3 2024
New holding
|