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 |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
70
shares
|
$3,983
0.0% of portfolio
|
Q3 2024
Reduced 99.53%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
66
shares
|
$3,755
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
63
shares
|
$3,584
0.0% of portfolio
|
Q4 2024
Reduced 94.25%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
62
shares
|
$3,527
0.0% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
55
shares
|
$3,129
0.0% of portfolio
|
Q2 2024
Reduced 81.67%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
55
shares
|
$3,129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
53
shares
|
$3,015
0.0% of portfolio
|
Q2 2024
Reduced 83.17%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
50
shares
|
$2,845
0.0% of portfolio
|
Q2 2023
Reduced 35.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
50
shares
|
$2,845
0.0% of portfolio
|
Q2 2024
Reduced 97.21%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
49
shares
|
$2,788
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
46
shares
|
$2,617
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
43
shares
|
$2,446
0.0% of portfolio
|
Q3 2024
Added 34.38%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
42
shares
|
$2,389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
40
shares
|
$2,276
0.0% of portfolio
|
Q2 2024
Reduced 84.85%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
39
shares
|
$2,219
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
37
shares
|
$2,105
0.0% of portfolio
|
Q3 2024
Reduced 80.53%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
36
shares
|
$2,048
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
36
shares
|
$2,048
0.0% of portfolio
|
Q4 2024
Reduced 87.59%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
34
shares
|
$1,934
0.19% of portfolio
|
Q3 2024
Reduced 34.62%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
28
shares
|
$1,593
0.0% of portfolio
|
Q3 2022
Added 3.7%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
27
shares
|
$1,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
23
shares
|
$1,308
0.0% of portfolio
|
Q2 2024
Added 27.78%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
23
shares
|
$1,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
23
shares
|
$1,308
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
22
shares
|
$1,251
0.0% of portfolio
|
Q3 2024
New holding
|