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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
5,662
shares
|
$260,508
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,657
shares
|
$260,278
0.21% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,657
shares
|
$260,278
0.08% of portfolio
|
Q3 2022
Reduced 13.1%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
5,657
shares
|
$260,278
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
5,654
shares
|
$260,140
0.04% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
5,632
shares
|
$259,128
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
5,608
shares
|
$258,024
0.18% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
5,600
shares
|
$257,656
0.05% of portfolio
|
Q3 2024
Added 16.38%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
5,591
shares
|
$257,241
0.0% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
5,584
shares
|
$256,919
0.08% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,572
shares
|
$256,367
0.03% of portfolio
|
Q3 2024
Reduced 22.2%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
5,568
shares
|
$256,183
0.02% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
5,546
shares
|
$255,171
0.06% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
5,541
shares
|
$254,941
0.17% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
5,536
shares
|
$254,711
0.01% of portfolio
|
Q3 2024
Reduced 96.25%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
5,529
shares
|
$254,389
0.12% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
5,507
shares
|
$253,377
0.02% of portfolio
|
Q4 2023
Reduced 7.6%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,502
shares
|
$253,147
0.02% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
5,500
shares
|
$253,055
0.05% of portfolio
|
Q2 2024
Reduced 19.51%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
5,491
shares
|
$252,640
0.01% of portfolio
|
Q3 2024
Reduced 35.16%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
5,473
shares
|
$251,812
0.02% of portfolio
|
Q3 2024
Added 57.59%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
5,433
shares
|
$249,972
0.06% of portfolio
|
Q3 2024
Reduced 35.44%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,422
shares
|
$249,466
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,404
shares
|
$248,638
0.02% of portfolio
|
Q3 2024
Reduced 24.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,377
shares
|
$247,395
0.01% of portfolio
|
Q3 2024
Reduced 5.27%
|