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 2,049 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 |
|---|---|---|---|---|---|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
16,913
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
16,911
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2022
Reduced 10.35%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
16,770
shares
|
$1.12 Million
0.33% of portfolio
|
Q1 2023
Reduced 5.86%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
16,742
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
16,728
shares
|
$1.12 Million
0.24% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
16,707
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Added 73.49%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
16,692
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 83.23%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
16,687
shares
|
$1.11 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,679
shares
|
$1.11 Million
0.15% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
16,647
shares
|
$1.11 Million
0.57% of portfolio
|
Q4 2024
Added 151236.36%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Apr 01, 2025 Q1 2025 |
16,597
shares
|
$1.11 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
16,569
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
16,540
shares
|
$1.1 Million
0.16% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
16,527
shares
|
$1.1 Million
0.27% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
16,451
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
16,446
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
16,429
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 53.34%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
16,354
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 32.59%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
16,349
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2024
Added 134.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
16,318
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
16,278
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Added 27.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,082
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 28.21%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
16,031
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
15,982
shares
|
$1.07 Million
1.04% of portfolio
|
Q1 2025
Added 41.71%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
15,962
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 10.13%
|