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 |
|---|---|---|---|---|---|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
4,244
shares
|
$223,319
0.22% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
4,235
shares
|
$222,845
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
4,234
shares
|
$222,793
0.06% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,227
shares
|
$222,424
0.05% of portfolio
|
Q3 2024
Reduced 84.2%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
4,212
shares
|
$221,635
0.02% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
4,212
shares
|
$221,635
0.19% of portfolio
|
Q3 2023
Reduced 0.24%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,198
shares
|
$220,898
0.04% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
4,191
shares
|
$220,530
0.04% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
4,170
shares
|
$219,425
0.25% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
4,166
shares
|
$219,214
0.12% of portfolio
|
Q4 2023
Added 3.81%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,161
shares
|
$218,951
0.01% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,161
shares
|
$218,951
0.02% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
4,156
shares
|
$218,688
0.12% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
4,156
shares
|
$218,688
0.05% of portfolio
|
Q3 2024
Reduced 33.14%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
4,150
shares
|
$218,373
0.03% of portfolio
|
Q3 2024
Reduced 32.2%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
4,145
shares
|
$218,109
0.17% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
4,144
shares
|
$218,057
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
4,112
shares
|
$216,373
0.14% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,108
shares
|
$216,162
0.1% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
4,092
shares
|
$215,321
0.08% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
4,087
shares
|
$215,057
0.28% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
4,078
shares
|
$214,584
0.01% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
4,068
shares
|
$214,058
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,067
shares
|
$214,005
0.05% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
4,067
shares
|
$214,005
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|