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 2,106 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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,108
shares
|
$50,724
0.0% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,093
shares
|
$50,037
0.01% of portfolio
|
Q3 2024
Added 72.94%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,084
shares
|
$49,625
0.02% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,076
shares
|
$49,259
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
1,048
shares
|
$47,977
0.04% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,038
shares
|
$47,519
0.03% of portfolio
|
Q3 2024
Reduced 43.53%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,008
shares
|
$46,146
0.04% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$45,780
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$45,780
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
994
shares
|
$45,505
0.01% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
986
shares
|
$45,139
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
980
shares
|
$44,864
0.03% of portfolio
|
Q3 2023
Added 16.25%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
978
shares
|
$44,772
0.02% of portfolio
|
Q3 2024
Reduced 67.68%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
966
shares
|
$44,223
0.0% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
924
shares
|
$42,300
0.01% of portfolio
|
Q3 2024
Reduced 31.3%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
906
shares
|
$41,476
0.01% of portfolio
|
Q3 2024
Reduced 33.19%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
905
shares
|
$41,430
0.0% of portfolio
|
Q4 2024
Reduced 35.08%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
900
shares
|
$41,202
0.1% of portfolio
|
Q2 2023
Added 12.5%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
900
shares
|
$41,202
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
884
shares
|
$40,469
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
857
shares
|
$39,233
0.05% of portfolio
|
Q3 2024
Reduced 28.94%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
854
shares
|
$39,096
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Oct 17, 2024 Q3 2024 |
842
shares
|
$38,546
0.0% of portfolio
|
Q3 2024
Reduced 53.14%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
839
shares
|
$38,409
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
834
shares
|
$38,180
0.02% of portfolio
|
Q3 2024
Reduced 71.81%
|