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 |
|---|---|---|---|---|---|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
12,163
shares
|
$559,619
0.25% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
12,160
shares
|
$559,481
0.43% of portfolio
|
Q3 2024
Reduced 30.99%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
12,093
shares
|
$556,398
0.07% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
12,078
shares
|
$555,708
0.01% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
12,034
shares
|
$553,684
0.28% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
12,024
shares
|
$553,224
0.11% of portfolio
|
Q3 2024
Added 333.61%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
12,000
shares
|
$552,120
0.23% of portfolio
|
Q2 2019
Reduced 20.0%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
12,000
shares
|
$552,120
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
11,980
shares
|
$551,199
0.04% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,929
shares
|
$548,853
0.1% of portfolio
|
Q3 2024
Reduced 93.1%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
11,858
shares
|
$545,586
0.04% of portfolio
|
Q3 2024
Reduced 31.92%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,850
shares
|
$545,218
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
11,812
shares
|
$543,470
0.16% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
11,759
shares
|
$541,031
0.28% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,757
shares
|
$540,939
0.11% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,740
shares
|
$540,157
0.43% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
11,700
shares
|
$538,317
0.03% of portfolio
|
Q4 2021
Reduced 60.72%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
11,671
shares
|
$536,982
0.29% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
11,631
shares
|
$535,142
0.17% of portfolio
|
Q3 2024
Reduced 64.55%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
11,622
shares
|
$534,728
0.0% of portfolio
|
Q3 2024
Reduced 76.01%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
11,547
shares
|
$531,277
0.04% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
11,546
shares
|
$531,231
0.81% of portfolio
|
Q3 2024
Added 64.31%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
11,506
shares
|
$529,391
0.55% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
11,497
shares
|
$528,976
0.5% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
11,402
shares
|
$524,606
0.02% of portfolio
|
Q3 2024
Reduced 27.28%
|