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 2,030 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $66.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
5,706
shares
|
$372,715
0.01% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
5,678
shares
|
$370,886
0.07% of portfolio
|
Q4 2024
Reduced 77.71%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
5,674
shares
|
$370,625
0.06% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,657
shares
|
$369,515
0.21% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,657
shares
|
$369,515
0.08% of portfolio
|
Q3 2022
Reduced 13.1%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
5,657
shares
|
$369,515
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Greenland Capital Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
5,644
shares
|
$368,666
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
5,640
shares
|
$368,404
0.07% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
5,632
shares
|
$367,882
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
5,609
shares
|
$366,379
0.03% of portfolio
|
Q4 2024
Reduced 50.11%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,587
shares
|
$364,942
0.01% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,567
shares
|
$363,636
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,553
shares
|
$362,721
0.01% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Whitebox Advisors LLC
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,550
shares
|
$362,525
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
5,547
shares
|
$362,330
0.16% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,522
shares
|
$360,697
0.03% of portfolio
|
Q1 2025
Added 43.17%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
5,483
shares
|
$358,149
0.05% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
5,481
shares
|
$358,018
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
5,457
shares
|
$356,451
0.26% of portfolio
|
Q4 2024
Reduced 18.93%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
5,456
shares
|
$356,385
0.04% of portfolio
|
Q4 2024
Reduced 22.5%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
5,441
shares
|
$355,406
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,416
shares
|
$353,773
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
5,407
shares
|
$353,185
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
5,396
shares
|
$352,466
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
5,370
shares
|
$350,768
0.03% of portfolio
|
Q4 2024
Reduced 66.8%
|