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 |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,748
shares
|
$249,839
0.04% of portfolio
|
Q3 2022
Added 4.44%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,742
shares
|
$249,524
0.05% of portfolio
|
Q3 2023
Added 8.12%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
4,713
shares
|
$247,998
0.11% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,712
shares
|
$247,945
0.01% of portfolio
|
Q3 2024
Reduced 28.49%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
4,700
shares
|
$247,314
0.03% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,690
shares
|
$246,787
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
4,684
shares
|
$246,472
0.06% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
4,659
shares
|
$245,156
0.05% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
4,656
shares
|
$244,998
0.25% of portfolio
|
Q3 2024
Reduced 28.99%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
4,655
shares
|
$244,946
0.02% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,652
shares
|
$244,788
0.54% of portfolio
|
Q1 2024
Added 6.53%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
4,631
shares
|
$243,683
0.07% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
4,607
shares
|
$242,420
0.08% of portfolio
|
Q2 2021
Reduced 3.15%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
4,602
shares
|
$242,157
0.13% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2024 Q3 2024 |
4,599
shares
|
$241,999
0.24% of portfolio
|
Q1 2021
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
4,597
shares
|
$241,894
0.27% of portfolio
|
Q2 2022
Added 545.65%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,593
shares
|
$241,683
0.02% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
4,589
shares
|
$241,473
0.15% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,571
shares
|
$240,526
0.03% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,562
shares
|
$240,052
0.03% of portfolio
|
Q4 2023
Reduced 33.86%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
4,548
shares
|
$239,315
0.02% of portfolio
|
Q3 2024
Reduced 92.47%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,526
shares
|
$238,158
0.01% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
4,521
shares
|
$237,895
0.06% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
4,493
shares
|
$236,421
0.06% of portfolio
|
Q3 2024
Reduced 16.44%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
4,492
shares
|
$236,369
0.27% of portfolio
|
Q3 2024
Reduced 0.62%
|