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 |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
19,807
shares
|
$1.04 Million
0.2% of portfolio
|
Q4 2024
Reduced 23.51%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
19,765
shares
|
$1.04 Million
0.36% of portfolio
|
Q4 2023
Reduced 22.09%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
19,609
shares
|
$1.03 Million
0.11% of portfolio
|
Q4 2024
Reduced 37.21%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
19,596
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Barnett & Company, Inc.
|
Nov 05, 2024 Q3 2024 |
19,590
shares
|
$1.03 Million
0.86% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
19,555
shares
|
$1.03 Million
0.13% of portfolio
|
Q4 2024
Reduced 35.19%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
19,528
shares
|
$1.03 Million
0.16% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
19,351
shares
|
$1.02 Million
0.46% of portfolio
|
Q2 2022
Reduced 40.73%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
19,306
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
19,241
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
19,233
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
19,197
shares
|
$1.01 Million
0.35% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
19,061
shares
|
$1 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
19,000
shares
|
$999,780
0.22% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
18,972
shares
|
$998,306
0.02% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
18,972
shares
|
$998,306
0.03% of portfolio
|
Q3 2024
Reduced 35.15%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
18,940
shares
|
$996,622
0.54% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
18,936
shares
|
$996,412
0.71% of portfolio
|
Q1 2024
Added 74.56%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
18,845
shares
|
$991,623
0.05% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
18,750
shares
|
$986,625
0.29% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
18,642
shares
|
$980,942
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
18,545
shares
|
$975,837
0.33% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
18,485
shares
|
$972,680
0.01% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
18,425
shares
|
$969,523
1.31% of portfolio
|
Q2 2022
Reduced 5.15%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
18,323
shares
|
$964,156
0.17% of portfolio
|
Q4 2024
Reduced 3.83%
|