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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,587
shares
|
$83,507
0.0% of portfolio
|
Q3 2024
Added 350.79%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,580
shares
|
$83,139
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,504
shares
|
$79,140
0.02% of portfolio
|
Q4 2024
Reduced 22.99%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
1,501
shares
|
$78,982
0.0% of portfolio
|
Q2 2024
Added 7.44%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
1,499
shares
|
$78,877
0.03% of portfolio
|
Q3 2024
Reduced 90.7%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
1,468
shares
|
$77,246
0.06% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,466
shares
|
$77,140
0.01% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,465
shares
|
$77,088
0.01% of portfolio
|
Q2 2024
Added 186.69%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,464
shares
|
$77,035
0.01% of portfolio
|
Q1 2023
Added 140.79%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,460
shares
|
$76,825
0.01% of portfolio
|
Q1 2024
Reduced 16.33%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,433
shares
|
$75,404
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,432
shares
|
$75,351
0.03% of portfolio
|
Q3 2023
Reduced 78.95%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,404
shares
|
$73,878
0.01% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
1,400
shares
|
$73,668
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,390
shares
|
$73,141
0.02% of portfolio
|
Q2 2024
Reduced 6.71%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,374
shares
|
$72,299
0.01% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,374
shares
|
$72,299
0.01% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,353
shares
|
$71,194
0.03% of portfolio
|
Q1 2024
Reduced 6.88%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,339
shares
|
$70,458
0.07% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,333
shares
|
$70,142
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,319
shares
|
$69,405
0.02% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
1,315
shares
|
$69,195
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,298
shares
|
$68,300
0.01% of portfolio
|
Q3 2024
Reduced 85.01%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
1,291
shares
|
$67,932
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,289
shares
|
$67,827
0.02% of portfolio
|
Q4 2023
Reduced 46.04%
|