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 |
|---|---|---|---|---|---|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
15,079
shares
|
$793,456
0.05% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
15,073
shares
|
$793,141
0.1% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
15,005
shares
|
$789,563
0.27% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,975
shares
|
$787,984
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
14,948
shares
|
$786,563
0.21% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
14,923
shares
|
$785,248
0.46% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
14,864
shares
|
$782,143
0.06% of portfolio
|
Q3 2024
Reduced 61.46%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
14,853
shares
|
$781,564
0.02% of portfolio
|
Q3 2024
Added 61.9%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
14,852
shares
|
$781,512
0.08% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
14,845
shares
|
$781,143
0.16% of portfolio
|
Q2 2023
Added 36.01%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
14,825
shares
|
$780,091
0.2% of portfolio
|
Q3 2023
Reduced 9.32%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
14,785
shares
|
$777,986
0.09% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
14,762
shares
|
$776,776
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
14,731
shares
|
$775,145
0.02% of portfolio
|
Q3 2024
Reduced 80.3%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
14,714
shares
|
$774,250
0.33% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,626
shares
|
$769,620
0.12% of portfolio
|
Q2 2023
Added 29.64%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
14,611
shares
|
$768,830
0.83% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
14,556
shares
|
$765,936
0.05% of portfolio
|
Q3 2024
Added 24.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
14,551
shares
|
$765,673
0.02% of portfolio
|
Q4 2024
Reduced 23.96%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
14,529
shares
|
$764,515
0.03% of portfolio
|
Q4 2024
Reduced 28.72%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
14,500
shares
|
$762,990
0.22% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Knoll Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$762,990
0.45% of portfolio
|
Q1 2021
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,494
shares
|
$762,674
0.01% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
14,475
shares
|
$761,674
0.04% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,401
shares
|
$757,780
0.1% of portfolio
|
Q3 2024
New holding
|