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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
2,979
shares
|
$156,754
0.1% of portfolio
|
Q4 2024
Reduced 40.12%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,978
shares
|
$156,702
0.33% of portfolio
|
Q3 2022
Reduced 42.68%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
2,935
shares
|
$154,439
0.02% of portfolio
|
Q3 2024
Reduced 34.75%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,923
shares
|
$153,808
0.06% of portfolio
|
Q4 2022
Added 0.1%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,923
shares
|
$153,808
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,892
shares
|
$152,177
0.02% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
2,845
shares
|
$149,703
0.04% of portfolio
|
Q3 2024
Reduced 36.42%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
2,842
shares
|
$149,546
0.01% of portfolio
|
Q3 2024
Reduced 59.07%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
2,788
shares
|
$146,704
0.1% of portfolio
|
Q2 2022
Reduced 92.87%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,780
shares
|
$146,283
0.01% of portfolio
|
Q3 2021
Reduced 7.86%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
2,777
shares
|
$146,125
0.01% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
2,775
shares
|
$146,020
0.09% of portfolio
|
Q2 2024
Reduced 9.76%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
2,766
shares
|
$145,546
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
2,765
shares
|
$145,494
0.23% of portfolio
|
Q4 2023
Reduced 38.07%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
2,748
shares
|
$144,599
0.08% of portfolio
|
Q3 2024
Reduced 44.13%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
2,736
shares
|
$143,968
0.06% of portfolio
|
Q4 2024
Reduced 44.08%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,730
shares
|
$143,652
0.05% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,648
shares
|
$139,337
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,646
shares
|
$139,232
0.11% of portfolio
|
Q4 2023
Added 5913.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,628
shares
|
$138,285
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
2,627
shares
|
$138,232
0.04% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
2,624
shares
|
$138,074
0.13% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,593
shares
|
$136,443
0.01% of portfolio
|
Q3 2022
Added 4.01%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,575
shares
|
$135,496
0.07% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,557
shares
|
$134,549
0.14% of portfolio
|
Q3 2024
Reduced 21.37%
|