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 2,004 institutions that hold shares in the stock, with a total of 962 Million shares, which have been reported (via 13F filing form) to have a value of $54.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
1,323
shares
|
$75,172
0.03% of portfolio
|
Q4 2024
Reduced 18.33%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
1,321
shares
|
$75,059
0.05% of portfolio
|
Q4 2024
Reduced 92.02%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,319
shares
|
$74,945
0.02% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,306
shares
|
$74,206
0.01% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,298
shares
|
$73,752
0.01% of portfolio
|
Q3 2024
Reduced 85.01%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
1,291
shares
|
$73,354
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,289
shares
|
$73,240
0.02% of portfolio
|
Q4 2023
Reduced 46.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,281
shares
|
$72,786
0.01% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,263
shares
|
$71,763
0.01% of portfolio
|
Q2 2023
Reduced 7.2%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,221
shares
|
$69,377
0.01% of portfolio
|
Q4 2024
Reduced 43.65%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,220
shares
|
$69,320
0.03% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,196
shares
|
$67,956
0.0% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1,170
shares
|
$66,479
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,169
shares
|
$66,422
0.0% of portfolio
|
Q1 2024
Reduced 96.38%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
1,168
shares
|
$66,365
0.0% of portfolio
|
Q4 2024
Added 38.72%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,157
shares
|
$65,740
0.01% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,140
shares
|
$64,774
0.02% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,093
shares
|
$62,104
0.01% of portfolio
|
Q3 2024
Added 72.94%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,084
shares
|
$61,592
0.02% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,076
shares
|
$61,138
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
1,060
shares
|
$60,229
0.03% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,038
shares
|
$58,979
0.03% of portfolio
|
Q3 2024
Reduced 43.53%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
1,015
shares
|
$57,672
0.02% of portfolio
|
Q4 2024
Reduced 74.42%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,008
shares
|
$57,274
0.04% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$56,820
0.01% of portfolio
|
Q3 2024
New holding
|