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 |
|---|---|---|---|---|---|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
8,600
shares
|
$452,532
0.37% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
8,579
shares
|
$451,426
0.01% of portfolio
|
Q3 2024
Reduced 39.93%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
8,576
shares
|
$451,269
0.02% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
8,570
shares
|
$450,953
0.09% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,535
shares
|
$449,111
0.03% of portfolio
|
Q3 2023
Added 17.69%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
8,454
shares
|
$444,849
0.04% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
8,451
shares
|
$444,691
0.16% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
8,448
shares
|
$444,533
0.09% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
8,412
shares
|
$442,639
0.02% of portfolio
|
Q3 2024
Added 57.09%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
8,411
shares
|
$442,586
0.04% of portfolio
|
Q1 2024
Added 3.06%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
8,397
shares
|
$441,850
0.05% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
8,367
shares
|
$440,271
0.02% of portfolio
|
Q3 2024
Reduced 49.95%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
8,309
shares
|
$437,219
0.17% of portfolio
|
Q4 2024
Reduced 18.68%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
8,300
shares
|
$436,746
0.33% of portfolio
|
Q4 2023
Reduced 1.19%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
8,295
shares
|
$436,482
0.67% of portfolio
|
Q3 2022
Added 3.75%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
8,289
shares
|
$436,167
0.01% of portfolio
|
Q3 2024
Reduced 31.42%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
8,286
shares
|
$436,009
0.03% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
8,263
shares
|
$434,799
0.2% of portfolio
|
Q4 2024
Reduced 51.95%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
8,250
shares
|
$434,115
0.19% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
8,246
shares
|
$433,904
0.28% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
8,215
shares
|
$432,273
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
8,207
shares
|
$431,852
0.31% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,160
shares
|
$429,379
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
8,156
shares
|
$429,168
0.01% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
8,138
shares
|
$428,221
0.01% of portfolio
|
Q3 2024
New holding
|