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 |
|---|---|---|---|---|---|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
23,620
shares
|
$1.24 Million
0.96% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
23,588
shares
|
$1.24 Million
0.24% of portfolio
|
Q3 2024
Reduced 32.77%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
23,468
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 41.36%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
23,401
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
23,401
shares
|
$1.23 Million
0.19% of portfolio
|
Q2 2023
Added 3.25%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
23,253
shares
|
$1.22 Million
0.51% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
23,140
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 48.69%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
23,138
shares
|
$1.22 Million
0.42% of portfolio
|
Q1 2023
Added 12.15%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
23,033
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 94.11%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
22,819
shares
|
$1.2 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
22,265
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2024
Added 31.13%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
22,130
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Nov 14, 2024 Q3 2024 |
22,066
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2024
Reduced 29.96%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
21,944
shares
|
$1.15 Million
0.35% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
21,864
shares
|
$1.15 Million
0.42% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
21,835
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 22, 2024 Q3 2024 |
21,805
shares
|
$1.15 Million
0.92% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
21,755
shares
|
$1.14 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
21,707
shares
|
$1.14 Million
0.31% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
21,596
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.58%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
21,429
shares
|
$1.13 Million
0.32% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
21,408
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 30.43%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
21,309
shares
|
$1.12 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,209
shares
|
$1.12 Million
0.3% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
21,063
shares
|
$1.11 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.98%
|