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 |
|---|---|---|---|---|---|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
5,111
shares
|
$268,940
0.05% of portfolio
|
Q3 2024
Reduced 32.81%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,105
shares
|
$268,625
0.02% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
5,104
shares
|
$268,572
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
5,100
shares
|
$268,362
0.18% of portfolio
|
Q3 2022
Added 6.81%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
5,097
shares
|
$268,204
0.08% of portfolio
|
Q3 2024
Added 17.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,096
shares
|
$268,151
0.02% of portfolio
|
Q3 2024
Reduced 16.16%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
5,091
shares
|
$267,888
0.11% of portfolio
|
Q1 2024
Reduced 32.0%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,073
shares
|
$266,941
0.73% of portfolio
|
Q4 2022
Added 9.47%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
5,073
shares
|
$266,941
0.09% of portfolio
|
Q2 2024
Reduced 84.51%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
5,065
shares
|
$266,520
0.19% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,062
shares
|
$266,362
0.01% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
5,055
shares
|
$265,994
0.12% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
5,048
shares
|
$265,625
0.08% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
5,030
shares
|
$264,678
0.16% of portfolio
|
Q3 2024
Reduced 68.69%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,021
shares
|
$264,205
0.03% of portfolio
|
Q3 2024
Reduced 39.33%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,010
shares
|
$263,626
0.03% of portfolio
|
Q4 2024
Added 26.26%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
5,000
shares
|
$263,100
0.03% of portfolio
|
Q4 2023
Reduced 40.83%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$263,100
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
4,998
shares
|
$262,994
0.02% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,990
shares
|
$262,573
0.14% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
4,989
shares
|
$262,521
0.43% of portfolio
|
Q4 2023
Reduced 28.91%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,981
shares
|
$262,100
0.04% of portfolio
|
Q2 2024
Reduced 13.21%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
4,981
shares
|
$262,100
0.03% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
4,974
shares
|
$261,731
0.02% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
4,964
shares
|
$261,205
0.02% of portfolio
|
Q3 2024
New holding
|