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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
27,625
shares
|
$1.45 Million
0.08% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
27,607
shares
|
$1.45 Million
0.2% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
27,543
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2024
Reduced 63.46%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,436
shares
|
$1.44 Million
0.07% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
27,218
shares
|
$1.43 Million
0.44% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
27,200
shares
|
$1.43 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
27,150
shares
|
$1.43 Million
0.86% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
27,094
shares
|
$1.43 Million
0.16% of portfolio
|
Q3 2024
Reduced 25.67%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
27,067
shares
|
$1.42 Million
0.15% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
27,022
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2024
Reduced 46.82%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
27,021
shares
|
$1.42 Million
0.84% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
26,941
shares
|
$1.42 Million
0.25% of portfolio
|
Q2 2023
Added 6.06%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
26,845
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2024
Added 52.25%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
26,778
shares
|
$1.41 Million
0.32% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
26,711
shares
|
$1.41 Million
0.24% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
26,650
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.66%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
26,597
shares
|
$1.4 Million
0.23% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
26,537
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 70.74%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
26,525
shares
|
$1.4 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
26,500
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
26,498
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,401
shares
|
$1.39 Million
0.37% of portfolio
|
Q3 2022
Reduced 14.87%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
26,398
shares
|
$1.39 Million
0.55% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
26,316
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Added 146.82%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
26,161
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.58%
|