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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
14,281
shares
|
$751,466
0.05% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
14,220
shares
|
$748,256
0.75% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
14,164
shares
|
$745,309
0.06% of portfolio
|
Q3 2024
Reduced 50.93%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
14,148
shares
|
$744,467
0.08% of portfolio
|
Q3 2024
Reduced 31.81%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
14,101
shares
|
$741,994
0.02% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
14,088
shares
|
$741,310
0.05% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
14,069
shares
|
$740,310
0.61% of portfolio
|
Q3 2024
Reduced 24.33%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
13,900
shares
|
$731,418
0.43% of portfolio
|
Q3 2024
Reduced 41.84%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
13,874
shares
|
$730,049
0.04% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,824
shares
|
$727,418
0.01% of portfolio
|
Q2 2024
Added 16.46%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
13,822
shares
|
$727,313
0.06% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
13,782
shares
|
$725,208
0.27% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
13,719
shares
|
$721,893
0.45% of portfolio
|
Q2 2022
Reduced 0.49%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
13,693
shares
|
$720,525
0.31% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
13,673
shares
|
$719,473
0.09% of portfolio
|
Q4 2023
Reduced 10.62%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
13,664
shares
|
$718,999
0.52% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
13,620
shares
|
$716,684
0.03% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Cardinal Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,605
shares
|
$715,895
0.03% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
13,590
shares
|
$715,105
0.07% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
13,575
shares
|
$714,316
0.43% of portfolio
|
Q2 2024
Reduced 10.54%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
13,492
shares
|
$709,949
0.44% of portfolio
|
Q3 2024
Reduced 24.31%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
13,488
shares
|
$709,738
0.31% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
13,487
shares
|
$709,685
0.02% of portfolio
|
Q3 2024
Added 24.38%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
13,464
shares
|
$708,475
0.32% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
13,321
shares
|
$700,951
0.03% of portfolio
|
Q3 2024
Reduced 34.17%
|