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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
14,722
shares
|
$955,899
0.02% of portfolio
|
Q4 2024
Reduced 26.36%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
14,714
shares
|
$955,380
0.33% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
14,673
shares
|
$952,717
0.67% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,626
shares
|
$949,666
0.12% of portfolio
|
Q2 2023
Added 29.64%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
14,542
shares
|
$944,212
0.02% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
14,529
shares
|
$943,367
0.03% of portfolio
|
Q4 2024
Reduced 28.72%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
14,500
shares
|
$941,485
0.22% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
14,499
shares
|
$941,420
0.27% of portfolio
|
Q4 2024
Reduced 16.35%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
14,497
shares
|
$941,290
0.04% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
14,482
shares
|
$940,316
0.17% of portfolio
|
Q2 2023
Added 29.47%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
14,452
shares
|
$938,368
0.02% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
14,414
shares
|
$935,901
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
14,407
shares
|
$935,446
0.2% of portfolio
|
Q4 2024
Reduced 52.86%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
14,395
shares
|
$934,667
0.01% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
14,292
shares
|
$927,979
0.49% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Shay Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,280
shares
|
$927,200
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
14,240
shares
|
$924,603
0.03% of portfolio
|
Q4 2024
Reduced 75.85%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
14,174
shares
|
$920,317
0.26% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
14,162
shares
|
$919,538
0.02% of portfolio
|
Q4 2024
Reduced 45.87%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
14,104
shares
|
$915,772
0.03% of portfolio
|
Q4 2024
Added 52.61%
|
|
|
Home Federal Bank Of Tennessee
|
Apr 15, 2025 Q1 2025 |
14,000
shares
|
$909,020
0.28% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
13,995
shares
|
$908,695
0.08% of portfolio
|
Q1 2025
Added 24.99%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
13,956
shares
|
$906,163
0.03% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
13,875
shares
|
$900,903
0.07% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
13,875
shares
|
$900,903
0.01% of portfolio
|
Q4 2024
Reduced 20.19%
|