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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
532
shares
|
$27,993
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
532
shares
|
$27,993
0.01% of portfolio
|
Q3 2024
Added 13.92%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
518
shares
|
$27,257
0.0% of portfolio
|
Q3 2024
Reduced 49.46%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
517
shares
|
$27,204
0.02% of portfolio
|
Q1 2024
Added 54.33%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
516
shares
|
$27,151
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
500
shares
|
$26,310
0.01% of portfolio
|
Q3 2024
Reduced 45.65%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
500
shares
|
$26,310
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
500
shares
|
$26,310
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
493
shares
|
$25,941
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
478
shares
|
$25,152
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
465
shares
|
$24,468
0.01% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
462
shares
|
$24,310
0.02% of portfolio
|
Q1 2024
Reduced 13.97%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
456
shares
|
$23,994
0.01% of portfolio
|
Q2 2024
Reduced 89.77%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
451
shares
|
$23,731
0.01% of portfolio
|
Q3 2024
Reduced 66.24%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
440
shares
|
$23,152
0.0% of portfolio
|
Q3 2024
Reduced 40.54%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
438
shares
|
$23,047
0.01% of portfolio
|
Q3 2024
Reduced 98.78%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
436
shares
|
$22,942
0.01% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
435
shares
|
$22,889
0.01% of portfolio
|
Q2 2023
Reduced 50.29%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
410
shares
|
$21,574
0.01% of portfolio
|
Q3 2024
Added 57.09%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
400
shares
|
$21,048
0.0% of portfolio
|
Q3 2024
Reduced 81.96%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
400
shares
|
$21,048
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
398
shares
|
$20,942
0.0% of portfolio
|
Q3 2024
Reduced 16.39%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
397
shares
|
$20,890
0.02% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
390
shares
|
$20,521
0.0% of portfolio
|
Q2 2024
Reduced 30.85%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
390
shares
|
$20,521
0.02% of portfolio
|
Q4 2023
Added 100.0%
|