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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
4,490
shares
|
$236,263
0.13% of portfolio
|
Q3 2024
Reduced 33.09%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,487
shares
|
$236,105
0.25% of portfolio
|
Q2 2023
Reduced 6.97%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,462
shares
|
$234,790
0.16% of portfolio
|
Q3 2024
Reduced 81.97%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
4,459
shares
|
$234,632
0.12% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
4,456
shares
|
$234,474
0.19% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
4,442
shares
|
$233,738
0.09% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,426
shares
|
$232,896
0.07% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
4,414
shares
|
$232,264
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
4,402
shares
|
$231,633
0.05% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,399
shares
|
$231,475
0.02% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
4,387
shares
|
$230,843
0.1% of portfolio
|
Q4 2024
Reduced 93.02%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
4,381
shares
|
$230,528
0.02% of portfolio
|
Q3 2024
Reduced 26.18%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
4,374
shares
|
$230,159
0.01% of portfolio
|
Q3 2024
Reduced 86.02%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,368
shares
|
$229,844
0.05% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,357
shares
|
$229,265
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
4,356
shares
|
$229,212
0.1% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
4,354
shares
|
$229,107
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
4,351
shares
|
$228,949
0.0% of portfolio
|
Q3 2024
Reduced 50.01%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
4,338
shares
|
$228,265
0.02% of portfolio
|
Q4 2024
Reduced 36.56%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
4,326
shares
|
$227,634
0.09% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
4,274
shares
|
$224,897
0.12% of portfolio
|
Q4 2023
Reduced 6.35%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,262
shares
|
$224,266
0.09% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
4,256
shares
|
$223,950
0.04% of portfolio
|
Q3 2024
Reduced 24.86%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
4,253
shares
|
$223,792
0.03% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,245
shares
|
$223,371
0.05% of portfolio
|
Q3 2023
Reduced 10.52%
|