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 |
|---|---|---|---|---|---|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
3,763
shares
|
$198,009
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
3,736
shares
|
$196,588
0.03% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,722
shares
|
$195,851
0.03% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
3,696
shares
|
$194,483
0.53% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
3,685
shares
|
$193,904
0.21% of portfolio
|
Q2 2024
Reduced 5.15%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,675
shares
|
$193,378
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
3,667
shares
|
$192,957
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
3,655
shares
|
$192,326
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
3,655
shares
|
$192,326
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,649
shares
|
$192,010
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
3,636
shares
|
$191,326
0.07% of portfolio
|
Q2 2024
Reduced 6.7%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
3,623
shares
|
$190,642
0.03% of portfolio
|
Q4 2021
Reduced 5.23%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
3,620
shares
|
$190,484
0.46% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,598
shares
|
$189,326
0.13% of portfolio
|
Q1 2024
Reduced 14.19%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
3,587
shares
|
$188,747
0.03% of portfolio
|
Q3 2024
Reduced 27.56%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,581
shares
|
$188,432
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,580
shares
|
$188,379
0.1% of portfolio
|
Q2 2022
Reduced 13.76%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,548
shares
|
$186,695
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,545
shares
|
$186,537
0.01% of portfolio
|
Q3 2024
Added 140.5%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,542
shares
|
$186,380
0.01% of portfolio
|
Q3 2024
Added 258.87%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
3,536
shares
|
$186,064
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
3,496
shares
|
$183,959
0.06% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,493
shares
|
$183,801
0.04% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,479
shares
|
$183,064
0.03% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,467
shares
|
$182,433
0.0% of portfolio
|
Q3 2024
Reduced 70.08%
|