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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,736
shares
|
$301,828
0.03% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
5,727
shares
|
$301,354
0.14% of portfolio
|
Q4 2024
Reduced 25.98%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
5,712
shares
|
$300,565
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
5,702
shares
|
$300,039
0.34% of portfolio
|
Q3 2024
Added 59.72%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
5,691
shares
|
$299,460
0.08% of portfolio
|
Q3 2024
Reduced 62.39%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
5,674
shares
|
$298,565
0.04% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
5,667
shares
|
$298,197
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
5,662
shares
|
$297,934
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,657
shares
|
$297,671
0.21% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,657
shares
|
$297,671
0.08% of portfolio
|
Q3 2022
Reduced 13.1%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
5,657
shares
|
$297,671
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
5,654
shares
|
$297,513
0.04% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
5,632
shares
|
$296,355
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
5,608
shares
|
$295,092
0.18% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
5,600
shares
|
$294,672
0.05% of portfolio
|
Q3 2024
Added 16.38%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
5,591
shares
|
$294,198
0.0% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
5,584
shares
|
$293,830
0.08% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,572
shares
|
$293,198
0.03% of portfolio
|
Q3 2024
Reduced 22.2%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
5,568
shares
|
$292,988
0.02% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
5,546
shares
|
$291,830
0.06% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
5,541
shares
|
$291,567
0.17% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
5,536
shares
|
$291,304
0.01% of portfolio
|
Q3 2024
Reduced 96.25%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
5,507
shares
|
$289,778
0.02% of portfolio
|
Q4 2023
Reduced 7.6%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,502
shares
|
$289,515
0.02% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
5,500
shares
|
$289,410
0.05% of portfolio
|
Q2 2024
Reduced 19.51%
|