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 |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
436
shares
|
$24,773
0.01% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
435
shares
|
$24,716
0.01% of portfolio
|
Q2 2023
Reduced 50.29%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
410
shares
|
$23,296
0.01% of portfolio
|
Q3 2024
Added 57.09%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
400
shares
|
$22,728
0.0% of portfolio
|
Q3 2024
Reduced 81.96%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
398
shares
|
$22,614
0.0% of portfolio
|
Q3 2024
Reduced 16.39%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
378
shares
|
$21,477
0.02% of portfolio
|
Q1 2023
Reduced 3.32%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
376
shares
|
$21,364
0.01% of portfolio
|
Q3 2023
Added 42.97%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
371
shares
|
$21,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
368
shares
|
$20,909
0.0% of portfolio
|
Q3 2024
Reduced 84.13%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
366
shares
|
$20,796
0.0% of portfolio
|
Q4 2024
Reduced 46.1%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
362
shares
|
$20,568
0.01% of portfolio
|
Q3 2024
Reduced 83.55%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
362
shares
|
$20,568
0.01% of portfolio
|
Q3 2024
Added 89.53%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
360
shares
|
$20,455
0.0% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
350
shares
|
$19,887
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
348
shares
|
$19,773
0.0% of portfolio
|
Q3 2024
Reduced 94.54%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
343
shares
|
$19,489
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
342
shares
|
$19,432
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
340
shares
|
$19,318
0.01% of portfolio
|
Q4 2024
Reduced 96.64%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
340
shares
|
$19,318
0.02% of portfolio
|
Q3 2024
Reduced 46.71%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
339
shares
|
$19,261
0.01% of portfolio
|
Q1 2024
Reduced 13.52%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
339
shares
|
$19,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
336
shares
|
$19,091
0.01% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
335
shares
|
$19,034
0.01% of portfolio
|
Q3 2024
Reduced 43.7%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
332
shares
|
$18,864
0.02% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
331
shares
|
$18,807
0.02% of portfolio
|
Q3 2024
Added 76.06%
|