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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9,763
shares
|
$513,729
0.02% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
9,738
shares
|
$512,413
0.07% of portfolio
|
Q3 2024
Added 17.09%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,713
shares
|
$511,098
0.11% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
9,679
shares
|
$509,308
0.08% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
9,673
shares
|
$508,993
0.01% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
9,662
shares
|
$508,414
0.02% of portfolio
|
Q3 2024
Reduced 31.83%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,537
shares
|
$501,836
0.04% of portfolio
|
Q3 2024
Reduced 88.42%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
9,493
shares
|
$499,521
0.18% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
9,484
shares
|
$499,048
0.08% of portfolio
|
Q3 2024
Reduced 22.19%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
9,473
shares
|
$498,469
0.0% of portfolio
|
Q2 2024
Reduced 16.57%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
9,460
shares
|
$497,785
0.08% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
9,449
shares
|
$497,206
0.07% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
9,435
shares
|
$496,469
0.34% of portfolio
|
Q4 2024
Reduced 38.83%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
9,403
shares
|
$494,785
0.02% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
9,397
shares
|
$494,470
0.11% of portfolio
|
Q4 2023
Reduced 2.77%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
9,300
shares
|
$489,366
0.19% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
9,274
shares
|
$487,997
0.02% of portfolio
|
Q4 2024
Reduced 67.23%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
9,262
shares
|
$487,366
0.04% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,255
shares
|
$486,998
0.96% of portfolio
|
Q3 2022
Reduced 90.53%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,242
shares
|
$486,314
0.03% of portfolio
|
Q3 2024
Added 28.83%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
9,217
shares
|
$484,998
0.05% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
9,200
shares
|
$484,104
0.13% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
9,199
shares
|
$484,051
0.11% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
9,151
shares
|
$481,525
0.54% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
9,115
shares
|
$479,631
0.12% of portfolio
|
Q3 2024
Reduced 47.91%
|