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 |
|---|---|---|---|---|---|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
12,989
shares
|
$597,623
0.22% of portfolio
|
Q3 2024
Added 114.02%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
12,985
shares
|
$597,439
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
12,878
shares
|
$592,516
0.05% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
12,871
shares
|
$592,194
0.38% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
12,830
shares
|
$590,308
0.01% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
12,825
shares
|
$590,078
1.18% of portfolio
|
Q3 2023
Added 28.42%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
12,822
shares
|
$589,940
0.41% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
12,816
shares
|
$589,664
0.1% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
12,775
shares
|
$587,777
0.21% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
12,745
shares
|
$586,397
0.03% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
12,730
shares
|
$585,707
0.03% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
12,605
shares
|
$579,956
0.09% of portfolio
|
Q3 2024
Reduced 24.86%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
12,603
shares
|
$579,864
0.23% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
12,598
shares
|
$579,633
0.03% of portfolio
|
Q3 2024
Reduced 25.25%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
12,573
shares
|
$578,483
0.03% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,495
shares
|
$574,894
0.01% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
12,468
shares
|
$573,652
0.07% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,383
shares
|
$569,741
0.45% of portfolio
|
Q2 2022
Added 2.61%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
12,294
shares
|
$565,646
0.14% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
12,250
shares
|
$563,622
0.28% of portfolio
|
Q3 2024
Reduced 30.05%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
12,249
shares
|
$563,576
0.02% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,217
shares
|
$562,104
0.04% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
12,198
shares
|
$561,229
0.02% of portfolio
|
Q3 2024
Reduced 24.85%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
12,193
shares
|
$560,999
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
12,169
shares
|
$559,895
0.09% of portfolio
|
Q3 2024
Reduced 5.96%
|