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 2,108 institutions that hold shares in the stock, with a total of 973 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 |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
497
shares
|
$22,747
0.01% of portfolio
|
Q3 2024
Reduced 48.66%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Oct 21, 2024 Q3 2024 |
495
shares
|
$22,656
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
493
shares
|
$22,564
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
484
shares
|
$22,152
0.01% of portfolio
|
Q3 2024
Added 84.73%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
478
shares
|
$21,878
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
465
shares
|
$21,283
0.01% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
462
shares
|
$21,145
0.02% of portfolio
|
Q1 2024
Reduced 13.97%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
456
shares
|
$20,871
0.01% of portfolio
|
Q2 2024
Reduced 89.77%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
451
shares
|
$20,642
0.01% of portfolio
|
Q3 2024
Reduced 66.24%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
440
shares
|
$20,138
0.0% of portfolio
|
Q3 2024
Reduced 40.54%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
438
shares
|
$20,047
0.01% of portfolio
|
Q3 2024
Reduced 98.78%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
437
shares
|
$20,001
0.01% of portfolio
|
Q3 2024
Reduced 59.31%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
436
shares
|
$19,955
0.01% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
435
shares
|
$19,909
0.01% of portfolio
|
Q2 2023
Reduced 50.29%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
410
shares
|
$18,765
0.01% of portfolio
|
Q3 2024
Added 57.09%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
400
shares
|
$18,308
0.0% of portfolio
|
Q3 2024
Reduced 81.96%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
400
shares
|
$18,308
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
398
shares
|
$18,216
0.0% of portfolio
|
Q3 2024
Reduced 16.39%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
397
shares
|
$18,170
0.02% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
390
shares
|
$17,850
0.0% of portfolio
|
Q2 2024
Reduced 30.85%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
390
shares
|
$17,850
0.02% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
378
shares
|
$17,301
0.02% of portfolio
|
Q1 2023
Reduced 3.32%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
376
shares
|
$17,209
0.01% of portfolio
|
Q3 2023
Added 42.97%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
368
shares
|
$16,843
0.0% of portfolio
|
Q3 2024
Reduced 84.13%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
362
shares
|
$16,568
0.01% of portfolio
|
Q3 2024
Reduced 83.55%
|