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 |
|---|---|---|---|---|---|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
9,104
shares
|
$479,052
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
9,101
shares
|
$478,894
0.09% of portfolio
|
Q4 2024
Added 16.6%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
9,088
shares
|
$478,210
0.04% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
9,079
shares
|
$477,736
0.06% of portfolio
|
Q3 2024
Reduced 78.16%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
8,951
shares
|
$471,001
0.15% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
8,950
shares
|
$470,949
0.21% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,947
shares
|
$470,791
0.29% of portfolio
|
Q3 2024
Reduced 24.15%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,931
shares
|
$469,949
0.01% of portfolio
|
Q4 2024
Reduced 21.67%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
8,924
shares
|
$469,580
0.02% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
8,922
shares
|
$469,475
0.13% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,905
shares
|
$468,581
0.49% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
8,862
shares
|
$466,318
0.06% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 15, 2024 Q3 2024 |
8,853
shares
|
$465,844
0.11% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
8,836
shares
|
$464,950
0.52% of portfolio
|
Q4 2022
Added 0.56%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
8,822
shares
|
$464,213
0.05% of portfolio
|
Q4 2024
Reduced 31.16%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
8,814
shares
|
$463,792
0.08% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
8,737
shares
|
$459,740
0.04% of portfolio
|
Q3 2024
Reduced 36.68%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
8,728
shares
|
$459,267
0.06% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
8,723
shares
|
$459,004
0.03% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
8,718
shares
|
$458,741
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,716
shares
|
$458,635
0.08% of portfolio
|
Q3 2024
Reduced 83.01%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
8,706
shares
|
$458,109
0.04% of portfolio
|
Q4 2024
Reduced 20.49%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,662
shares
|
$455,794
0.12% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
8,649
shares
|
$455,110
0.08% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
8,620
shares
|
$453,584
0.05% of portfolio
|
Q3 2024
Reduced 4.51%
|