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 |
|---|---|---|---|---|---|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
1,853
shares
|
$97,504
0.06% of portfolio
|
Q1 2024
Added 647.18%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,844
shares
|
$97,031
0.03% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
1,835
shares
|
$96,557
0.06% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,796
shares
|
$94,505
0.05% of portfolio
|
Q3 2024
Reduced 23.77%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
1,791
shares
|
$94,242
0.02% of portfolio
|
Q3 2024
Reduced 68.66%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,787
shares
|
$94,031
0.04% of portfolio
|
Q2 2023
Added 8.37%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
1,754
shares
|
$92,295
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,735
shares
|
$91,295
0.01% of portfolio
|
Q4 2024
Added 34.39%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,728
shares
|
$90,927
0.05% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
1,714
shares
|
$90,190
0.02% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,714
shares
|
$90,190
0.06% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,706
shares
|
$89,769
0.09% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,702
shares
|
$89,559
0.01% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,701
shares
|
$89,506
0.01% of portfolio
|
Q4 2024
Reduced 80.36%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,688
shares
|
$88,822
0.02% of portfolio
|
Q3 2024
Reduced 34.42%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
1,688
shares
|
$88,822
0.0% of portfolio
|
Q4 2019
Reduced 39.76%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,681
shares
|
$88,454
0.02% of portfolio
|
Q2 2024
Reduced 67.05%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,677
shares
|
$88,243
0.02% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
1,675
shares
|
$88,138
0.06% of portfolio
|
Q3 2024
Reduced 29.47%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
1,675
shares
|
$88,138
0.03% of portfolio
|
Q4 2018
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,670
shares
|
$87,875
0.02% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
1,643
shares
|
$86,454
0.03% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
1,620
shares
|
$85,244
0.06% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,600
shares
|
$84,192
0.01% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
1,600
shares
|
$84,192
0.05% of portfolio
|
Q3 2024
New holding
|