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 |
|---|---|---|---|---|---|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,036
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
20,951
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 45.43%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
20,910
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 25.13%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
20,837
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
20,758
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
20,751
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
20,734
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
20,643
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
20,637
shares
|
$1.09 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
20,616
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
Reduced 15.41%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
20,600
shares
|
$1.08 Million
0.49% of portfolio
|
Q2 2024
Reduced 16.26%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
20,559
shares
|
$1.08 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
20,440
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
20,291
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
20,255
shares
|
$1.07 Million
0.57% of portfolio
|
Q3 2024
Added 111.19%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
20,248
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
20,206
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
20,193
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,184
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2022
Added 355.83%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
20,029
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Union Square Park Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$1.05 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
19,991
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
19,964
shares
|
$1.05 Million
0.27% of portfolio
|
Q3 2024
Reduced 17.55%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
19,898
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2022
Reduced 82.61%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
19,857
shares
|
$1.04 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.21%
|