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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,383
shares
|
$651,593
0.45% of portfolio
|
Q2 2022
Added 2.61%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
12,294
shares
|
$646,910
0.14% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
12,250
shares
|
$644,595
0.28% of portfolio
|
Q3 2024
Reduced 30.05%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
12,249
shares
|
$644,542
0.02% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,217
shares
|
$642,858
0.04% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
12,198
shares
|
$641,858
0.02% of portfolio
|
Q3 2024
Reduced 24.85%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
12,193
shares
|
$641,595
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
12,169
shares
|
$640,332
0.09% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
12,163
shares
|
$640,017
0.25% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,142
shares
|
$638,912
0.16% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
12,093
shares
|
$636,333
0.07% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
12,078
shares
|
$635,544
0.01% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
12,034
shares
|
$633,229
0.28% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
12,000
shares
|
$631,440
0.23% of portfolio
|
Q2 2019
Reduced 20.0%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
12,000
shares
|
$631,440
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,929
shares
|
$627,703
0.1% of portfolio
|
Q3 2024
Reduced 93.1%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
11,858
shares
|
$623,967
0.04% of portfolio
|
Q3 2024
Reduced 31.92%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,850
shares
|
$623,547
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
11,812
shares
|
$621,547
0.16% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
11,759
shares
|
$618,758
0.28% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,757
shares
|
$618,653
0.11% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,740
shares
|
$617,758
0.43% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
11,700
shares
|
$615,654
0.02% of portfolio
|
Q4 2021
Reduced 60.72%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
11,671
shares
|
$614,128
0.29% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
11,631
shares
|
$612,023
0.17% of portfolio
|
Q3 2024
Reduced 64.55%
|