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 |
|---|---|---|---|---|---|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
6,113
shares
|
$321,666
0.27% of portfolio
|
Q3 2024
Reduced 34.23%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
6,087
shares
|
$320,297
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,085
shares
|
$320,192
0.07% of portfolio
|
Q4 2024
Reduced 64.84%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
6,085
shares
|
$320,192
0.02% of portfolio
|
Q3 2024
Reduced 14.9%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
6,084
shares
|
$320,140
0.02% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,053
shares
|
$318,508
0.02% of portfolio
|
Q3 2024
Reduced 73.05%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
6,048
shares
|
$318,245
0.03% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
6,038
shares
|
$317,719
0.1% of portfolio
|
Q3 2024
Reduced 78.37%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$315,720
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
5,980
shares
|
$314,667
0.14% of portfolio
|
Q4 2024
Reduced 31.45%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,956
shares
|
$313,404
0.01% of portfolio
|
Q2 2024
Added 44.46%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
5,950
shares
|
$313,089
0.03% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,935
shares
|
$312,299
0.06% of portfolio
|
Q3 2024
Reduced 36.08%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
5,900
shares
|
$310,458
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
5,894
shares
|
$310,142
0.15% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
5,890
shares
|
$309,931
0.2% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
5,885
shares
|
$309,668
0.2% of portfolio
|
Q3 2023
Added 1.73%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
5,862
shares
|
$308,458
0.15% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,844
shares
|
$307,511
0.09% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
5,841
shares
|
$307,353
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
5,809
shares
|
$305,669
0.13% of portfolio
|
Q2 2024
Added 3.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,780
shares
|
$304,143
0.01% of portfolio
|
Q3 2024
Reduced 59.92%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
5,774
shares
|
$303,827
0.23% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
5,760
shares
|
$303,091
0.17% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
5,741
shares
|
$302,091
0.03% of portfolio
|
Q4 2024
Reduced 16.36%
|