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 2,101 institutions that hold shares in the stock, with a total of 972 Million shares, which have been reported (via 13F filing form) to have a value of $44.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
3,336
shares
|
$152,722
0.03% of portfolio
|
Q3 2024
Reduced 43.93%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
3,335
shares
|
$152,676
0.17% of portfolio
|
Q3 2024
Added 24.67%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
3,331
shares
|
$152,493
0.22% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
3,329
shares
|
$152,401
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
3,327
shares
|
$152,310
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
3,325
shares
|
$152,218
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
3,322
shares
|
$152,081
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
3,306
shares
|
$151,348
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
3,300
shares
|
$151,074
0.02% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
3,295
shares
|
$150,845
0.1% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
3,292
shares
|
$150,707
0.02% of portfolio
|
Q3 2024
Reduced 21.0%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
3,286
shares
|
$150,433
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,282
shares
|
$150,249
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
3,277
shares
|
$150,021
0.01% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
3,262
shares
|
$149,334
0.03% of portfolio
|
Q3 2022
Added 10.43%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,250
shares
|
$148,785
0.18% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,242
shares
|
$148,418
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,240
shares
|
$148,327
0.17% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,237
shares
|
$148,189
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
3,234
shares
|
$148,052
0.09% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
3,232
shares
|
$147,960
0.09% of portfolio
|
Q3 2024
Reduced 41.23%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,227
shares
|
$147,732
0.02% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
3,226
shares
|
$147,686
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,218
shares
|
$147,320
0.01% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
3,217
shares
|
$147,274
0.18% of portfolio
|
Q3 2024
New holding
|