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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
17,237
shares
|
$907,010
0.11% of portfolio
|
Q3 2024
Reduced 22.12%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
17,190
shares
|
$904,537
0.19% of portfolio
|
Q3 2024
Added 22.68%
|
|
|
Suvretta Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,170
shares
|
$903,485
0.04% of portfolio
|
Q1 2023
Added 498.26%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
17,166
shares
|
$903,274
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
17,149
shares
|
$902,380
0.19% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
17,125
shares
|
$901,117
0.41% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
17,087
shares
|
$899,117
0.3% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
17,057
shares
|
$897,539
0.36% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
17,007
shares
|
$894,908
0.96% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
16,911
shares
|
$889,856
0.1% of portfolio
|
Q4 2022
Reduced 10.35%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
16,854
shares
|
$886,857
0.05% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
16,847
shares
|
$886,489
0.48% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
16,800
shares
|
$884,016
0.15% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
16,770
shares
|
$882,437
0.33% of portfolio
|
Q1 2023
Reduced 5.86%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
16,756
shares
|
$881,700
0.08% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
16,729
shares
|
$880,279
0.01% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,679
shares
|
$877,648
0.15% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
16,670
shares
|
$877,175
0.72% of portfolio
|
Q3 2024
Reduced 32.86%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,659
shares
|
$876,596
0.05% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
16,620
shares
|
$874,544
0.01% of portfolio
|
Q3 2024
Reduced 20.12%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
16,569
shares
|
$871,860
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
16,565
shares
|
$871,650
0.1% of portfolio
|
Q3 2024
Reduced 17.78%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
16,557
shares
|
$871,229
0.22% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
16,552
shares
|
$870,966
0.89% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
16,401
shares
|
$863,020
0.83% of portfolio
|
Q2 2024
Reduced 27.99%
|