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 |
|---|---|---|---|---|---|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
4,835
shares
|
$222,458
0.31% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
4,826
shares
|
$222,044
0.02% of portfolio
|
Q3 2024
Reduced 27.66%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
4,823
shares
|
$221,906
0.12% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
4,805
shares
|
$221,078
0.36% of portfolio
|
Q4 2021
Added 3.22%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
4,800
shares
|
$220,848
0.21% of portfolio
|
Q3 2024
Reduced 36.84%
|
|
|
West Tower Group, LLC
Richmond, VA |
Nov 13, 2024 Q3 2024 |
4,800
shares
|
$220,848
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
4,781
shares
|
$219,973
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 08, 2024 Q3 2024 |
4,780
shares
|
$219,927
0.21% of portfolio
|
Q3 2024
Reduced 21.95%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
4,775
shares
|
$219,697
0.0% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,769
shares
|
$219,421
0.03% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
4,766
shares
|
$219,283
0.09% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
4,762
shares
|
$219,099
0.01% of portfolio
|
Q2 2024
Added 13.35%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
4,759
shares
|
$218,961
0.12% of portfolio
|
Q3 2024
Reduced 42.54%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
4,758
shares
|
$218,915
0.62% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
4,754
shares
|
$218,731
0.01% of portfolio
|
Q3 2024
Reduced 17.41%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,748
shares
|
$218,455
0.04% of portfolio
|
Q3 2022
Added 4.44%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,742
shares
|
$218,179
0.05% of portfolio
|
Q3 2023
Added 8.12%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
4,713
shares
|
$216,845
0.11% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,712
shares
|
$216,799
0.01% of portfolio
|
Q3 2024
Reduced 28.49%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
4,700
shares
|
$216,247
0.03% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,690
shares
|
$215,786
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
4,684
shares
|
$215,510
0.06% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
4,659
shares
|
$214,360
0.05% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
4,656
shares
|
$214,222
0.25% of portfolio
|
Q3 2024
Reduced 28.99%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
4,655
shares
|
$214,176
0.02% of portfolio
|
Q3 2024
Added 2.67%
|