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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
12,346
shares
|
$801,625
0.05% of portfolio
|
Q4 2024
Reduced 25.47%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
12,336
shares
|
$800,976
0.03% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
12,306
shares
|
$799,028
0.02% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
12,264
shares
|
$796,301
0.02% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
12,219
shares
|
$793,379
0.16% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
12,172
shares
|
$790,327
0.06% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
12,169
shares
|
$790,133
0.18% of portfolio
|
Q1 2025
Reduced 62.92%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
12,062
shares
|
$783,185
0.26% of portfolio
|
Q4 2024
Reduced 28.4%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
12,055
shares
|
$782,731
1.23% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
12,010
shares
|
$779,809
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Connective Portfolio Management, LLC
|
Apr 22, 2025 Q1 2025 |
12,000
shares
|
$779,160
2.74% of portfolio
|
Q1 2025
New holding
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
12,000
shares
|
$779,160
0.16% of portfolio
|
Q2 2019
Reduced 20.0%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
12,000
shares
|
$779,160
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
11,955
shares
|
$776,238
0.09% of portfolio
|
Q1 2025
Reduced 18.67%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
11,903
shares
|
$772,861
0.05% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
11,854
shares
|
$769,680
0.45% of portfolio
|
Q4 2024
Reduced 28.89%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,850
shares
|
$769,420
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
11,788
shares
|
$765,394
0.11% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
11,787
shares
|
$765,329
0.09% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
11,787
shares
|
$765,329
0.04% of portfolio
|
Q4 2024
Added 63.35%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,757
shares
|
$763,382
0.11% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
11,703
shares
|
$759,875
0.05% of portfolio
|
Q4 2024
Added 23.4%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
11,700
shares
|
$759,681
0.03% of portfolio
|
Q4 2021
Reduced 60.72%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
11,690
shares
|
$759,031
0.03% of portfolio
|
Q4 2024
Reduced 21.94%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
11,688
shares
|
$758,901
0.09% of portfolio
|
Q4 2024
Reduced 50.45%
|