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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,081
shares
|
$1.37 Million
0.11% of portfolio
|
Q3 2022
Added 6.0%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
25,953
shares
|
$1.37 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
25,854
shares
|
$1.36 Million
0.08% of portfolio
|
Q4 2024
Reduced 40.1%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
25,500
shares
|
$1.34 Million
1.34% of portfolio
|
Q3 2024
Reduced 34.62%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
25,480
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
25,471
shares
|
$1.34 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Legato Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
25,444
shares
|
$1.34 Million
0.21% of portfolio
|
Q3 2024
Reduced 58.8%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
25,291
shares
|
$1.33 Million
0.18% of portfolio
|
Q2 2022
Reduced 3.48%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
25,162
shares
|
$1.32 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
24,992
shares
|
$1.32 Million
0.55% of portfolio
|
Q3 2024
Added 13.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
24,786
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 34.58%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
24,646
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
24,557
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
24,350
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
24,347
shares
|
$1.28 Million
0.55% of portfolio
|
Q3 2024
Reduced 84.13%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
24,261
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
24,226
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
24,215
shares
|
$1.27 Million
0.27% of portfolio
|
Q4 2022
Reduced 2.17%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
24,185
shares
|
$1.27 Million
0.12% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
24,161
shares
|
$1.27 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
24,142
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2024
Reduced 45.02%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
23,885
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
23,770
shares
|
$1.25 Million
0.11% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
23,700
shares
|
$1.25 Million
0.51% of portfolio
|
Q4 2024
Added 28.11%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
23,669
shares
|
$1.25 Million
0.45% of portfolio
|
Q3 2024
Reduced 9.29%
|