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 |
|---|---|---|---|---|---|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
3,462
shares
|
$182,170
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
3,448
shares
|
$181,433
0.11% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
3,435
shares
|
$180,749
0.04% of portfolio
|
Q3 2024
Reduced 58.06%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
3,427
shares
|
$180,328
0.02% of portfolio
|
Q3 2024
Reduced 59.72%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
3,406
shares
|
$179,223
0.01% of portfolio
|
Q3 2024
Added 17.81%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
3,405
shares
|
$179,171
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
3,400
shares
|
$178,908
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
3,378
shares
|
$177,750
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
3,374
shares
|
$177,539
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,370
shares
|
$177,329
0.01% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
3,366
shares
|
$177,118
0.04% of portfolio
|
Q3 2024
Reduced 39.72%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,364
shares
|
$177,013
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
3,357
shares
|
$176,645
0.11% of portfolio
|
Q1 2023
Added 38.72%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
3,353
shares
|
$176,434
0.14% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
3,338
shares
|
$175,645
0.0% of portfolio
|
Q4 2024
Reduced 95.17%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
3,336
shares
|
$175,540
0.02% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
3,336
shares
|
$175,540
0.03% of portfolio
|
Q3 2024
Reduced 43.93%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
3,335
shares
|
$175,487
0.17% of portfolio
|
Q3 2024
Added 24.67%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
3,331
shares
|
$175,277
0.22% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
3,329
shares
|
$175,171
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
3,327
shares
|
$175,066
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
3,325
shares
|
$174,961
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
3,322
shares
|
$174,803
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
3,306
shares
|
$173,961
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
3,300
shares
|
$173,646
0.02% of portfolio
|
Q3 2024
Reduced 3.11%
|