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 |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
5,494
shares
|
$289,094
0.01% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
5,491
shares
|
$288,936
0.01% of portfolio
|
Q3 2024
Reduced 35.16%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
5,473
shares
|
$287,989
0.02% of portfolio
|
Q3 2024
Added 57.59%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
5,457
shares
|
$287,147
0.17% of portfolio
|
Q4 2024
Reduced 18.93%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
5,433
shares
|
$285,884
0.06% of portfolio
|
Q3 2024
Reduced 35.44%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,422
shares
|
$285,305
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,404
shares
|
$284,358
0.02% of portfolio
|
Q3 2024
Reduced 24.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,377
shares
|
$282,937
0.01% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
5,332
shares
|
$280,569
0.05% of portfolio
|
Q4 2024
Reduced 21.9%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,330
shares
|
$280,464
0.18% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
5,314
shares
|
$279,622
0.0% of portfolio
|
Q4 2024
Added 17.54%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,283
shares
|
$277,991
0.01% of portfolio
|
Q4 2024
Reduced 22.49%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,268
shares
|
$277,202
0.07% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
5,240
shares
|
$275,728
0.15% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
5,214
shares
|
$274,360
0.14% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,187
shares
|
$272,939
0.01% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
5,187
shares
|
$272,939
0.11% of portfolio
|
Q3 2024
Reduced 46.42%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
5,178
shares
|
$272,466
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
5,176
shares
|
$272,361
0.25% of portfolio
|
Q2 2023
Added 1.53%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,146
shares
|
$270,782
0.01% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
5,141
shares
|
$270,519
0.01% of portfolio
|
Q3 2024
Reduced 98.11%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,133
shares
|
$270,098
0.09% of portfolio
|
Q2 2023
Added 2.52%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
5,127
shares
|
$269,782
0.05% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
5,126
shares
|
$269,730
0.07% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
5,116
shares
|
$269,203
0.02% of portfolio
|
Q4 2024
Added 40.98%
|