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 |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
8,447
shares
|
$388,646
0.07% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
8,412
shares
|
$387,036
0.02% of portfolio
|
Q3 2024
Added 57.09%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
8,411
shares
|
$386,990
0.04% of portfolio
|
Q1 2024
Added 3.06%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
8,367
shares
|
$384,965
0.02% of portfolio
|
Q3 2024
Reduced 49.95%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
8,300
shares
|
$381,883
0.33% of portfolio
|
Q4 2023
Reduced 1.19%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
8,295
shares
|
$381,652
0.67% of portfolio
|
Q3 2022
Added 3.75%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
8,289
shares
|
$381,376
0.01% of portfolio
|
Q3 2024
Reduced 31.42%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
8,286
shares
|
$381,238
0.03% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
8,263
shares
|
$380,180
0.2% of portfolio
|
Q4 2024
Reduced 51.95%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
8,250
shares
|
$379,582
0.19% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
8,246
shares
|
$379,398
0.28% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
8,215
shares
|
$377,972
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
8,170
shares
|
$375,901
0.11% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,160
shares
|
$375,441
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
8,156
shares
|
$375,257
0.01% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
8,138
shares
|
$374,429
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,123
shares
|
$373,739
0.05% of portfolio
|
Q3 2024
Reduced 49.2%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
8,095
shares
|
$372,450
0.04% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
8,043
shares
|
$370,058
0.08% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
8,011
shares
|
$368,586
0.15% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,973
shares
|
$366,837
0.01% of portfolio
|
Q3 2024
Reduced 45.98%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
7,945
shares
|
$365,549
0.01% of portfolio
|
Q3 2024
Added 27.84%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
7,930
shares
|
$364,859
0.3% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,908
shares
|
$363,847
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,866
shares
|
$361,914
0.05% of portfolio
|
Q3 2024
Added 44.36%
|