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 |
|---|---|---|---|---|---|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
29,701
shares
|
$1.56 Million
1.24% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
29,602
shares
|
$1.56 Million
0.15% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
29,505
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.13%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
29,372
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
29,281
shares
|
$1.54 Million
0.44% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
29,252
shares
|
$1.54 Million
0.23% of portfolio
|
Q2 2024
Added 25.4%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
29,150
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
29,119
shares
|
$1.53 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
29,000
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
28,894
shares
|
$1.52 Million
0.63% of portfolio
|
Q3 2022
Added 2.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
28,853
shares
|
$1.52 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
28,810
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
28,801
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Added 47.19%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
28,706
shares
|
$1.51 Million
0.56% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
28,679
shares
|
$1.51 Million
0.42% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
28,553
shares
|
$1.5 Million
1.78% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
28,457
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Sciencast Management LP
|
Nov 13, 2024 Q3 2024 |
28,429
shares
|
$1.5 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
28,351
shares
|
$1.49 Million
1.36% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
28,207
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2024
Reduced 38.04%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
28,172
shares
|
$1.48 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
28,130
shares
|
$1.48 Million
0.45% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
28,039
shares
|
$1.48 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,926
shares
|
$1.47 Million
0.19% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
27,652
shares
|
$1.46 Million
0.11% of portfolio
|
Q3 2024
Reduced 10.41%
|