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 2,009 institutions that hold shares in the stock, with a total of 965 Million shares, which have been reported (via 13F filing form) to have a value of $54.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
578
shares
|
$32,841
0.01% of portfolio
|
Q3 2024
Reduced 44.53%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
574
shares
|
$32,614
0.02% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
566
shares
|
$32,160
0.0% of portfolio
|
Q3 2024
Reduced 99.77%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
562
shares
|
$31,932
0.02% of portfolio
|
Q2 2024
Added 116.15%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
550
shares
|
$31,251
0.01% of portfolio
|
Q2 2024
Reduced 12.84%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
550
shares
|
$31,251
0.02% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
540
shares
|
$30,682
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Maj Invest Holding A
|
Jan 22, 2025 Q4 2024 |
540
shares
|
$30,682
0.0% of portfolio
|
Q1 2022
Reduced 22.86%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
533
shares
|
$30,285
0.01% of portfolio
|
Q3 2024
Reduced 55.88%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
518
shares
|
$29,432
0.0% of portfolio
|
Q3 2024
Reduced 49.46%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
517
shares
|
$29,375
0.02% of portfolio
|
Q1 2024
Added 54.33%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
510
shares
|
$28,978
0.01% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
500
shares
|
$28,410
0.01% of portfolio
|
Q3 2024
Reduced 45.65%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
500
shares
|
$28,410
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
500
shares
|
$28,410
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
478
shares
|
$27,159
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
470
shares
|
$26,705
0.01% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
470
shares
|
$26,705
0.01% of portfolio
|
Q4 2024
Added 17.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
457
shares
|
$25,966
0.01% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
456
shares
|
$25,909
0.01% of portfolio
|
Q2 2024
Reduced 89.77%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
452
shares
|
$25,682
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
451
shares
|
$25,625
0.01% of portfolio
|
Q3 2024
Reduced 66.24%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
450
shares
|
$25,569
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
443
shares
|
$25,171
0.0% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
440
shares
|
$25,000
0.0% of portfolio
|
Q3 2024
Reduced 40.54%
|