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 2,100 institutions that hold shares in the stock, with a total of 970 Million shares, which have been reported (via 13F filing form) to have a value of $44.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
41,057
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Added 49.26%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
40,931
shares
|
$1.88 Million
0.86% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
40,829
shares
|
$1.88 Million
0.5% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
40,815
shares
|
$1.88 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
40,765
shares
|
$1.88 Million
0.16% of portfolio
|
Q3 2024
Reduced 21.5%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
40,530
shares
|
$1.86 Million
2.3% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
40,475
shares
|
$1.86 Million
2.4% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
40,389
shares
|
$1.86 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
40,064
shares
|
$1.84 Million
0.08% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
39,870
shares
|
$1.83 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
39,607
shares
|
$1.82 Million
0.64% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
39,572
shares
|
$1.82 Million
0.22% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
39,571
shares
|
$1.82 Million
0.37% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
39,540
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
39,442
shares
|
$1.81 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
39,350
shares
|
$1.81 Million
1.28% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
39,267
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2024
Reduced 30.03%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
39,241
shares
|
$1.81 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
39,118
shares
|
$1.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 40.85%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
38,928
shares
|
$1.79 Million
0.65% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
38,816
shares
|
$1.79 Million
0.31% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
38,772
shares
|
$1.78 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
38,493
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2024
Reduced 41.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
38,311
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.35%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
38,307
shares
|
$1.76 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.02%
|