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 |
|---|---|---|---|---|---|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
10,712
shares
|
$492,859
0.71% of portfolio
|
Q3 2023
Added 27.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
10,625
shares
|
$488,856
0.02% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
10,613
shares
|
$488,304
0.11% of portfolio
|
Q3 2024
Reduced 38.55%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,549
shares
|
$485,359
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,539
shares
|
$484,899
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
10,530
shares
|
$484,485
0.62% of portfolio
|
Q4 2017
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
10,523
shares
|
$484,163
0.39% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
10,475
shares
|
$481,954
1.09% of portfolio
|
Q2 2022
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,453
shares
|
$480,942
0.12% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
10,436
shares
|
$480,160
0.22% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
10,413
shares
|
$479,102
0.2% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
10,390
shares
|
$478,043
0.26% of portfolio
|
Q3 2024
Reduced 45.5%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
10,382
shares
|
$477,675
1.03% of portfolio
|
Q2 2022
Reduced 2.75%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
10,359
shares
|
$476,617
0.2% of portfolio
|
Q3 2024
Reduced 22.91%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
10,340
shares
|
$475,743
0.05% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
10,297
shares
|
$473,764
0.0% of portfolio
|
Q3 2024
Reduced 56.73%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
10,285
shares
|
$473,212
0.04% of portfolio
|
Q3 2024
Added 2925.0%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
10,281
shares
|
$473,028
1.28% of portfolio
|
Q3 2023
Added 0.79%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
10,250
shares
|
$471,602
0.16% of portfolio
|
Q3 2024
Reduced 15.21%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
10,237
shares
|
$471,004
0.11% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
10,218
shares
|
$470,130
0.29% of portfolio
|
Q3 2024
Added 13.87%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
10,217
shares
|
$470,084
0.16% of portfolio
|
Q3 2024
Reduced 25.25%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
10,169
shares
|
$467,875
0.13% of portfolio
|
Q3 2024
Added 83.66%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
10,142
shares
|
$466,633
0.11% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
10,128
shares
|
$465,989
0.24% of portfolio
|
Q3 2024
Reduced 44.97%
|