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 2,030 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $66.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
29,248
shares
|
$1.9 Million
0.13% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
29,187
shares
|
$1.9 Million
0.31% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
29,119
shares
|
$1.89 Million
0.06% of portfolio
|
Q1 2025
Reduced 35.86%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
29,000
shares
|
$1.88 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
28,957
shares
|
$1.88 Million
0.03% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
28,938
shares
|
$1.88 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.82%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
28,894
shares
|
$1.88 Million
0.63% of portfolio
|
Q3 2022
Added 2.01%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
28,790
shares
|
$1.87 Million
0.24% of portfolio
|
Q4 2024
Reduced 20.06%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
28,719
shares
|
$1.86 Million
0.11% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
28,628
shares
|
$1.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.12%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
28,542
shares
|
$1.85 Million
0.06% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
28,467
shares
|
$1.85 Million
0.08% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
28,287
shares
|
$1.84 Million
0.08% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
28,207
shares
|
$1.83 Million
0.03% of portfolio
|
Q4 2024
Reduced 38.04%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
28,137
shares
|
$1.83 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.34%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,926
shares
|
$1.81 Million
0.19% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
27,914
shares
|
$1.81 Million
0.17% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
27,881
shares
|
$1.81 Million
0.03% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
27,781
shares
|
$1.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
27,767
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.06%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
27,704
shares
|
$1.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 19.83%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
27,648
shares
|
$1.8 Million
1.22% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
27,631
shares
|
$1.79 Million
0.26% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
27,528
shares
|
$1.79 Million
0.62% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
27,520
shares
|
$1.79 Million
0.53% of portfolio
|
Q1 2025
Added 65.45%
|