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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
9,484
shares
|
$436,358
0.08% of portfolio
|
Q3 2024
Reduced 22.19%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
9,473
shares
|
$435,852
0.0% of portfolio
|
Q2 2024
Reduced 16.57%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
9,460
shares
|
$435,254
0.08% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
9,449
shares
|
$434,748
0.07% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
9,397
shares
|
$432,355
0.11% of portfolio
|
Q4 2023
Reduced 2.77%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
9,300
shares
|
$427,893
0.19% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
9,281
shares
|
$427,018
0.48% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
9,262
shares
|
$426,144
0.04% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,255
shares
|
$425,822
0.96% of portfolio
|
Q3 2022
Reduced 90.53%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,242
shares
|
$425,224
0.03% of portfolio
|
Q3 2024
Added 28.83%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
9,217
shares
|
$424,074
0.05% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
9,200
shares
|
$423,292
0.13% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
9,199
shares
|
$423,245
0.11% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
9,151
shares
|
$421,037
0.54% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
9,120
shares
|
$419,611
0.05% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
9,115
shares
|
$419,381
0.12% of portfolio
|
Q3 2024
Reduced 47.91%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Oct 25, 2024 Q3 2024 |
9,104
shares
|
$418,875
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
9,088
shares
|
$418,138
0.04% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
9,079
shares
|
$417,724
0.06% of portfolio
|
Q3 2024
Reduced 78.16%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
8,951
shares
|
$411,835
0.15% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
8,950
shares
|
$411,789
0.21% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,947
shares
|
$411,651
0.29% of portfolio
|
Q3 2024
Reduced 24.15%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
8,924
shares
|
$410,593
0.02% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
8,922
shares
|
$410,501
0.13% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,905
shares
|
$409,719
0.49% of portfolio
|
Q3 2024
Reduced 5.26%
|