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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
7,535
shares
|
$396,491
0.04% of portfolio
|
Q3 2024
Reduced 35.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
7,460
shares
|
$392,545
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
7,458
shares
|
$392,439
0.06% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
7,416
shares
|
$390,229
0.06% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
7,391
shares
|
$388,914
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
7,381
shares
|
$388,388
0.12% of portfolio
|
Q3 2024
Added 18352.5%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,320
shares
|
$385,178
0.27% of portfolio
|
Q4 2022
Reduced 98.93%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
7,302
shares
|
$384,231
0.07% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
7,286
shares
|
$383,389
0.05% of portfolio
|
Q3 2024
Reduced 60.55%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
7,279
shares
|
$383,020
0.04% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
7,249
shares
|
$381,442
0.03% of portfolio
|
Q3 2024
Reduced 34.59%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
7,216
shares
|
$379,705
0.03% of portfolio
|
Q3 2024
Reduced 22.61%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
7,190
shares
|
$378,337
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
7,174
shares
|
$377,495
0.04% of portfolio
|
Q3 2024
Reduced 72.07%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
7,161
shares
|
$376,811
0.05% of portfolio
|
Q3 2024
Reduced 61.42%
|
|
|
Mass Ave Global Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
7,156
shares
|
$376,548
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,134
shares
|
$375,391
0.01% of portfolio
|
Q3 2024
Reduced 33.52%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
7,090
shares
|
$373,075
0.17% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,074
shares
|
$372,233
0.16% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
7,056
shares
|
$371,286
0.03% of portfolio
|
Q4 2024
Reduced 22.63%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
7,040
shares
|
$370,444
0.04% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
7,040
shares
|
$370,444
0.07% of portfolio
|
Q3 2024
Reduced 21.99%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,029
shares
|
$369,865
0.01% of portfolio
|
Q3 2024
Reduced 99.56%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
7,013
shares
|
$369,024
0.02% of portfolio
|
Q3 2024
Reduced 47.22%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,009
shares
|
$368,813
0.05% of portfolio
|
Q3 2024
Added 17.33%
|