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 |
---|---|---|---|---|---|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,123
shares
|
$427,432
0.05% of portfolio
|
Q3 2024
Reduced 49.2%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
8,095
shares
|
$425,958
0.04% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
8,043
shares
|
$423,222
0.08% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
8,011
shares
|
$421,538
0.15% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
7,977
shares
|
$419,749
0.08% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,973
shares
|
$419,539
0.01% of portfolio
|
Q3 2024
Reduced 45.98%
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
7,945
shares
|
$418,065
0.01% of portfolio
|
Q3 2024
Added 27.84%
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
7,930
shares
|
$417,276
0.3% of portfolio
|
Q3 2024
Added 7.6%
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
7,918
shares
|
$416,645
0.23% of portfolio
|
Q4 2024
Reduced 53.54%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,908
shares
|
$416,118
0.06% of portfolio
|
Q2 2024
New holding
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
7,868
shares
|
$414,014
0.4% of portfolio
|
Q4 2024
Reduced 31.86%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,866
shares
|
$413,908
0.05% of portfolio
|
Q3 2024
Added 44.36%
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
7,865
shares
|
$413,856
0.02% of portfolio
|
Q3 2024
Reduced 19.54%
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
7,848
shares
|
$412,961
0.01% of portfolio
|
Q3 2023
Reduced 64.72%
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
7,815
shares
|
$411,225
0.14% of portfolio
|
Q3 2024
Added 187.85%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
7,792
shares
|
$410,015
0.04% of portfolio
|
Q4 2024
Reduced 38.18%
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
7,726
shares
|
$406,542
0.05% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
7,690
shares
|
$404,647
0.08% of portfolio
|
Q3 2024
Reduced 16.39%
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
7,671
shares
|
$403,648
0.03% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,671
shares
|
$403,648
0.11% of portfolio
|
Q3 2024
Reduced 16.1%
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
7,669
shares
|
$403,542
0.17% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
7,651
shares
|
$402,595
0.04% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
7,637
shares
|
$401,858
0.18% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
7,609
shares
|
$400,385
0.33% of portfolio
|
Q4 2024
Added 1.77%
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
7,598
shares
|
$399,806
0.03% of portfolio
|
Q3 2024
Reduced 60.33%
|