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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
172
shares
|
$9,786
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
164
shares
|
$9,331
0.0% of portfolio
|
Q4 2024
Reduced 97.51%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
160
shares
|
$9,104
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
160
shares
|
$9,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
155
shares
|
$8,819
0.0% of portfolio
|
Q4 2024
Reduced 51.41%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
154
shares
|
$8,762
0.0% of portfolio
|
Q3 2024
Reduced 64.35%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
154
shares
|
$8,762
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
150
shares
|
$8,535
0.0% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
150
shares
|
$8,535
0.0% of portfolio
|
Q1 2024
Reduced 97.6%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
150
shares
|
$8,535
0.0% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$8,535
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
149
shares
|
$8,478
0.0% of portfolio
|
Q4 2024
Added 204.08%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
148
shares
|
$8,421
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
142
shares
|
$8,079
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
139
shares
|
$7,909
0.0% of portfolio
|
Q4 2024
Reduced 25.27%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
135
shares
|
$7,681
0.01% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
135
shares
|
$7,681
0.0% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
126
shares
|
$7,169
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
125
shares
|
$7,112
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
125
shares
|
$7,112
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
125
shares
|
$7,112
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
121
shares
|
$6,884
0.0% of portfolio
|
Q1 2022
Reduced 33.06%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
116
shares
|
$6,600
0.0% of portfolio
|
Q4 2024
Added 123.08%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
115
shares
|
$6,543
0.0% of portfolio
|
Q3 2024
Reduced 35.75%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
112
shares
|
$6,372
0.0% of portfolio
|
Q3 2024
New holding
|