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 |
|---|---|---|---|---|---|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
18,750
shares
|
$862,687
0.29% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Delta Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
18,635
shares
|
$857,396
0.44% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
18,614
shares
|
$856,430
0.02% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Polianta LTD
|
Oct 11, 2024 Q3 2024 |
18,500
shares
|
$851,185
0.55% of portfolio
|
Q2 2024
New holding
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
18,485
shares
|
$850,494
0.01% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
18,425
shares
|
$847,734
1.31% of portfolio
|
Q2 2022
Reduced 5.15%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
18,331
shares
|
$843,409
0.29% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
18,323
shares
|
$843,041
0.17% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
18,239
shares
|
$839,176
0.29% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
18,203
shares
|
$837,520
0.02% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
18,061
shares
|
$830,986
0.05% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
18,023
shares
|
$829,238
0.0% of portfolio
|
Q3 2024
Added 163.84%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,941
shares
|
$825,465
0.12% of portfolio
|
Q2 2022
Added 14.68%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
17,937
shares
|
$825,281
0.25% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,931
shares
|
$825,005
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
17,929
shares
|
$824,913
0.55% of portfolio
|
Q4 2023
Reduced 9.61%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
17,902
shares
|
$823,671
0.68% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,833
shares
|
$820,496
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
17,810
shares
|
$819,438
0.03% of portfolio
|
Q3 2024
Reduced 51.96%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
17,799
shares
|
$818,931
0.1% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Westport Asset Management Inc
Southport, CT |
Nov 13, 2024 Q3 2024 |
17,772
shares
|
$817,689
0.55% of portfolio
|
Q4 2022
Reduced 36.05%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
17,767
shares
|
$817,459
0.01% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
17,760
shares
|
$817,137
0.03% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,758
shares
|
$817,045
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
17,692
shares
|
$814,008
0.02% of portfolio
|
Q3 2024
Added 3.0%
|