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 2,044 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 $68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
22,402
shares
|
$1.49 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
22,376
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
22,230
shares
|
$1.48 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
22,096
shares
|
$1.47 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
22,000
shares
|
$1.47 Million
0.99% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
21,936
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.22%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Feb 14, 2025 Q4 2024 |
21,844
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
21,484
shares
|
$1.43 Million
0.04% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
21,482
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Reduced 25.44%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
21,413
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Added 91.34%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,209
shares
|
$1.41 Million
0.3% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
21,084
shares
|
$1.41 Million
0.31% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
20,929
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
20,910
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 25.13%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
20,705
shares
|
$1.38 Million
0.11% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
20,704
shares
|
$1.38 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
20,537
shares
|
$1.37 Million
0.31% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
20,425
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
20,206
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,184
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2022
Added 355.83%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
20,165
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
20,029
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
19,978
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 46.11%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
19,949
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
19,940
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.11%
|