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 |
|---|---|---|---|---|---|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
13,137
shares
|
$852,985
0.05% of portfolio
|
Q4 2024
Reduced 14.84%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
13,106
shares
|
$850,972
0.31% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
13,097
shares
|
$850,388
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
13,086
shares
|
$849,673
0.09% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
13,000
shares
|
$844,090
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
12,960
shares
|
$841,492
0.05% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
12,915
shares
|
$838,570
0.1% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
12,900
shares
|
$837,597
0.23% of portfolio
|
Q4 2024
Reduced 37.38%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
12,875
shares
|
$835,973
0.3% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
12,825
shares
|
$832,727
0.03% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
12,825
shares
|
$832,727
1.18% of portfolio
|
Q3 2023
Added 28.42%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
12,765
shares
|
$828,831
0.01% of portfolio
|
Q4 2024
Reduced 21.61%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
12,755
shares
|
$828,182
0.03% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,745
shares
|
$827,532
0.02% of portfolio
|
Q4 2024
Reduced 74.74%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
12,741
shares
|
$827,273
0.03% of portfolio
|
Q4 2024
Reduced 91.26%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
12,741
shares
|
$827,273
0.02% of portfolio
|
Q1 2025
Added 88.45%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
12,628
shares
|
$819,936
0.14% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
12,578
shares
|
$816,689
0.04% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,560
shares
|
$815,520
0.05% of portfolio
|
Q4 2024
Reduced 92.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
12,555
shares
|
$815,196
0.01% of portfolio
|
Q4 2024
Reduced 72.22%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
12,539
shares
|
$814,157
0.02% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
12,413
shares
|
$805,976
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,383
shares
|
$804,028
0.45% of portfolio
|
Q2 2022
Added 2.61%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
12,377
shares
|
$803,638
0.13% of portfolio
|
Q4 2024
Reduced 29.1%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
12,352
shares
|
$802,015
0.01% of portfolio
|
Q4 2024
Reduced 29.01%
|