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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
7,005
shares
|
$368,603
0.02% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,000
shares
|
$368,340
0.15% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
6,981
shares
|
$367,340
0.03% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
6,935
shares
|
$364,919
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,920
shares
|
$364,130
0.05% of portfolio
|
Q3 2024
Added 28.34%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
6,879
shares
|
$361,972
0.46% of portfolio
|
Q2 2022
Added 5.28%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
6,868
shares
|
$361,394
0.2% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
6,867
shares
|
$361,341
0.01% of portfolio
|
Q2 2024
Reduced 25.29%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,864
shares
|
$361,183
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,756
shares
|
$355,500
0.06% of portfolio
|
Q4 2022
Reduced 2.06%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
6,751
shares
|
$355,237
0.11% of portfolio
|
Q2 2024
Reduced 9.95%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,741
shares
|
$354,711
0.03% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
6,721
shares
|
$353,659
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
6,711
shares
|
$353,132
0.02% of portfolio
|
Q3 2024
Reduced 79.92%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
6,703
shares
|
$352,711
0.04% of portfolio
|
Q3 2024
Reduced 18.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,671
shares
|
$351,028
0.02% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 22, 2024 Q3 2024 |
6,662
shares
|
$350,554
0.26% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
6,654
shares
|
$350,133
0.05% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,642
shares
|
$349,502
0.04% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
6,621
shares
|
$348,397
0.26% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
6,607
shares
|
$347,660
0.04% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
6,607
shares
|
$347,660
0.14% of portfolio
|
Q4 2024
Reduced 53.56%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,567
shares
|
$345,555
0.15% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,555
shares
|
$344,924
0.01% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
6,542
shares
|
$344,240
0.16% of portfolio
|
Q3 2024
Reduced 2.69%
|