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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
33,532
shares
|
$1.76 Million
0.25% of portfolio
|
Q3 2024
Added 191.76%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
33,271
shares
|
$1.75 Million
0.24% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
33,190
shares
|
$1.75 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
33,043
shares
|
$1.74 Million
0.15% of portfolio
|
Q3 2024
Added 64.59%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
32,939
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
32,934
shares
|
$1.73 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
32,924
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
32,701
shares
|
$1.72 Million
0.16% of portfolio
|
Q3 2024
Reduced 39.69%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
32,681
shares
|
$1.72 Million
0.1% of portfolio
|
Q3 2024
Added 18.49%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
32,479
shares
|
$1.71 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,416
shares
|
$1.71 Million
0.07% of portfolio
|
Q4 2023
Added 9.16%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
31,884
shares
|
$1.68 Million
0.15% of portfolio
|
Q3 2024
Reduced 25.09%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
31,585
shares
|
$1.66 Million
0.09% of portfolio
|
Q1 2024
Reduced 5.24%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
31,500
shares
|
$1.66 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Arga Investment Management, LP
|
Nov 14, 2024 Q3 2024 |
31,338
shares
|
$1.65 Million
0.07% of portfolio
|
Q2 2024
Added 40.22%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
31,187
shares
|
$1.64 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Hap Trading, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
31,107
shares
|
$1.64 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
30,607
shares
|
$1.61 Million
0.08% of portfolio
|
Q4 2024
Reduced 24.92%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
30,563
shares
|
$1.61 Million
0.56% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
30,552
shares
|
$1.61 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
30,390
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.8%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,246
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.77%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,201
shares
|
$1.59 Million
0.18% of portfolio
|
Q4 2023
Added 74.04%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
29,846
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
29,841
shares
|
$1.57 Million
0.95% of portfolio
|
Q3 2024
Added 5.4%
|