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 |
|---|---|---|---|---|---|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
10,845
shares
|
$570,663
0.12% of portfolio
|
Q1 2024
Added 158.77%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
10,820
shares
|
$569,348
0.12% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
10,807
shares
|
$568,664
0.01% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
10,750
shares
|
$565,665
0.09% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
10,726
shares
|
$564,402
0.02% of portfolio
|
Q3 2024
Reduced 45.64%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
10,721
shares
|
$564,139
0.32% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
10,712
shares
|
$563,665
0.71% of portfolio
|
Q3 2023
Added 27.97%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
10,613
shares
|
$558,456
0.11% of portfolio
|
Q3 2024
Reduced 38.55%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
10,590
shares
|
$557,245
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,549
shares
|
$555,088
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,539
shares
|
$554,562
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
10,530
shares
|
$554,088
0.62% of portfolio
|
Q4 2017
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
10,523
shares
|
$553,720
0.39% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
10,475
shares
|
$551,194
1.09% of portfolio
|
Q2 2022
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,453
shares
|
$550,036
0.12% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
10,436
shares
|
$549,142
0.22% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
10,413
shares
|
$547,932
0.2% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
10,397
shares
|
$547,090
0.02% of portfolio
|
Q4 2024
Reduced 23.64%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
10,390
shares
|
$546,721
0.26% of portfolio
|
Q3 2024
Reduced 45.5%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
10,382
shares
|
$546,300
1.03% of portfolio
|
Q2 2022
Reduced 2.75%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
10,359
shares
|
$545,090
0.2% of portfolio
|
Q3 2024
Reduced 22.91%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
10,340
shares
|
$544,090
0.05% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
10,297
shares
|
$541,828
0.0% of portfolio
|
Q3 2024
Reduced 56.73%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
10,285
shares
|
$541,196
0.04% of portfolio
|
Q3 2024
Added 2925.0%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
10,281
shares
|
$540,986
1.28% of portfolio
|
Q3 2023
Added 0.79%
|