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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
26,597
shares
|
$1.22 Million
0.23% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
26,525
shares
|
$1.22 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
26,500
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
26,498
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,401
shares
|
$1.21 Million
0.37% of portfolio
|
Q3 2022
Reduced 14.87%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
26,398
shares
|
$1.21 Million
0.55% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
26,316
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2024
Added 146.82%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
26,161
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.58%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
26,131
shares
|
$1.2 Million
0.26% of portfolio
|
Q3 2024
Added 19.04%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,081
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2022
Added 6.0%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
25,953
shares
|
$1.19 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
25,895
shares
|
$1.19 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
25,854
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Reduced 40.1%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
25,500
shares
|
$1.17 Million
1.34% of portfolio
|
Q3 2024
Reduced 34.62%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
25,480
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
25,471
shares
|
$1.17 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Legato Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
25,444
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2024
Reduced 58.8%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
25,291
shares
|
$1.16 Million
0.18% of portfolio
|
Q2 2022
Reduced 3.48%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
24,992
shares
|
$1.15 Million
0.55% of portfolio
|
Q3 2024
Added 13.57%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
24,917
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
24,786
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2024
Reduced 34.58%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
24,557
shares
|
$1.13 Million
0.11% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
24,350
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
24,347
shares
|
$1.12 Million
0.55% of portfolio
|
Q3 2024
Reduced 84.13%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
24,261
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.24%
|