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 |
|---|---|---|---|---|---|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
6,541
shares
|
$344,187
0.7% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
6,535
shares
|
$343,871
0.12% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,525
shares
|
$343,345
0.34% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
6,525
shares
|
$343,345
0.12% of portfolio
|
Q3 2024
Reduced 50.97%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
6,524
shares
|
$343,292
0.03% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,516
shares
|
$342,871
0.04% of portfolio
|
Q3 2023
Reduced 72.25%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
6,500
shares
|
$342,030
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,460
shares
|
$339,925
0.04% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
6,379
shares
|
$335,662
0.04% of portfolio
|
Q3 2024
Added 65.73%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
6,318
shares
|
$332,453
0.35% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
6,318
shares
|
$332,453
0.23% of portfolio
|
Q3 2024
Reduced 46.13%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
6,299
shares
|
$331,453
0.04% of portfolio
|
Q3 2024
Reduced 37.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
6,254
shares
|
$329,085
0.02% of portfolio
|
Q4 2024
Reduced 39.56%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
6,206
shares
|
$326,559
0.1% of portfolio
|
Q3 2024
Reduced 89.73%
|
|
|
Oldfield Partners LLP
|
Oct 21, 2024 Q3 2024 |
6,200
shares
|
$326,244
0.08% of portfolio
|
Q2 2024
Added 37.78%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
6,200
shares
|
$326,244
0.28% of portfolio
|
Q3 2023
Reduced 6.06%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
6,198
shares
|
$326,138
0.21% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
6,174
shares
|
$324,875
0.17% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
6,173
shares
|
$324,823
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
6,150
shares
|
$323,613
0.06% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,149
shares
|
$323,560
0.03% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
6,145
shares
|
$323,349
0.01% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
6,144
shares
|
$323,297
0.04% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
6,143
shares
|
$323,244
0.16% of portfolio
|
Q3 2024
Reduced 85.36%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,125
shares
|
$322,297
0.01% of portfolio
|
Q1 2024
Reduced 1.29%
|