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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
16,341
shares
|
$859,863
0.08% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
16,283
shares
|
$856,811
0.02% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
16,249
shares
|
$855,022
0.05% of portfolio
|
Q3 2024
Reduced 27.4%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
16,181
shares
|
$851,444
0.06% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
16,177
shares
|
$851,233
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15,948
shares
|
$839,183
0.2% of portfolio
|
Q3 2024
Reduced 25.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15,828
shares
|
$832,869
0.07% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
15,822
shares
|
$832,553
0.14% of portfolio
|
Q3 2024
Reduced 30.69%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
15,820
shares
|
$832,448
0.1% of portfolio
|
Q3 2024
Reduced 25.5%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
15,772
shares
|
$829,922
0.2% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
15,761
shares
|
$829,343
0.15% of portfolio
|
Q3 2024
Added 21.71%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
15,758
shares
|
$829,185
0.1% of portfolio
|
Q3 2024
Reduced 37.69%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
15,711
shares
|
$826,712
0.02% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
15,711
shares
|
$826,712
1.85% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15,710
shares
|
$826,660
0.04% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
15,705
shares
|
$826,397
0.03% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Pflug Koory, LLC
|
Jan 15, 2025 Q3 2024 |
15,683
shares
|
$825,239
0.07% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
15,558
shares
|
$818,661
0.74% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
15,467
shares
|
$813,873
0.27% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
15,426
shares
|
$811,716
0.09% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
15,363
shares
|
$808,401
0.33% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
15,322
shares
|
$806,243
0.32% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
15,294
shares
|
$804,770
0.84% of portfolio
|
Q4 2022
Added 12.42%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
15,222
shares
|
$800,981
0.34% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
15,107
shares
|
$794,930
0.01% of portfolio
|
Q4 2024
Reduced 18.84%
|