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 |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
18,239
shares
|
$959,736
0.29% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
18,203
shares
|
$957,841
0.02% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
18,061
shares
|
$950,369
0.05% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
18,023
shares
|
$948,370
0.0% of portfolio
|
Q3 2024
Added 163.84%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,941
shares
|
$944,055
0.12% of portfolio
|
Q2 2022
Added 14.68%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,931
shares
|
$943,529
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
17,929
shares
|
$943,423
0.55% of portfolio
|
Q4 2023
Reduced 9.61%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
17,902
shares
|
$942,003
0.68% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,833
shares
|
$938,372
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
17,810
shares
|
$937,162
0.03% of portfolio
|
Q3 2024
Reduced 51.96%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
17,799
shares
|
$936,583
0.1% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Westport Asset Management Inc
Southport, CT |
Nov 13, 2024 Q3 2024 |
17,772
shares
|
$935,162
0.55% of portfolio
|
Q4 2022
Reduced 36.05%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
17,760
shares
|
$934,531
0.03% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,758
shares
|
$934,425
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
17,692
shares
|
$930,953
0.02% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
17,679
shares
|
$930,268
0.02% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
17,638
shares
|
$928,111
0.07% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
17,613
shares
|
$926,796
0.01% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
17,477
shares
|
$919,639
0.13% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
17,457
shares
|
$918,587
0.24% of portfolio
|
Q3 2024
Reduced 26.42%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
17,400
shares
|
$915,588
0.02% of portfolio
|
Q3 2024
Added 27.83%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
17,386
shares
|
$914,851
0.02% of portfolio
|
Q3 2024
Reduced 15.97%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
17,337
shares
|
$912,272
0.21% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
17,333
shares
|
$912,062
0.46% of portfolio
|
Q3 2024
Reduced 26.46%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
17,314
shares
|
$911,062
0.01% of portfolio
|
Q4 2024
Reduced 48.23%
|