Skip to content
Disclosery

CI THE CIGNA GROUP

Follow

COM (common), issuer CIK 1739940

1,604 managers (1,641 13F filers) reported a position in CI shares at 2024-12-31, 243,701,229 shares in all. 81 filers opened a position and 214 filers sold out during the quarter.

Managers
1,604
13F filers
1,641
New
81
Added
538
Reduced
656
Sold out
214
Shares held by filers
243,701,229

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
U.S. Capital Wealth Advisors, LLC6,383$1.76M0.05%-7,38113F-HRTimeline
Bath Savings Trust Co6,383$1.76M0.18%-2213F-HRTimeline
Allworth Financial LP6,097$1.76M0.01%+30313F-HRTimeline
ROMANO BROTHERS AND COMPANY6,361$1.76M0.22%+113F-HRTimeline
EDMP, INC.6,345$1.75M1.66%-2213F-HRTimeline
Sequoia Financial Advisors, LLC6,316$1.74M0.02%+1,36813F-HR/ATimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…6,185$1.71M<0.01%+39913F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.6,122$1.69M0.2%-2,83813F-HRTimeline
V-Square Quantitative Management LLC6,084$1.68M0.24%+32313F-HRTimeline
Caption Management, LLC6,021$1.66M0.07%new13F-HRTimeline
Supplemental Annuity Collective Trust o…6,000$1.66M0.49%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,973$1.65M0.1%-62713F-HRTimeline
AR ASSET MANAGEMENT INC5,932$1.64M0.37%013F-HRTimeline
Independent Advisor Alliance5,895$1.63M0.02%+3,78413F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC5,875$1.62M0.44%+2,50013F-HRTimeline
Schonfeld Strategic Advisors LLC5,847$1.61M0.01%-55,44413F-HRTimeline
Baker Chad R5,841$1.61M0.32%013F-HRTimeline
Lipe & Dalton5,832$1.61M0.85%-19913F-HRTimeline
GRIES FINANCIAL LLC5,790$1.6M0.28%-36813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,769$1.59M0.01%-17513F-HRTimelineGroup
Strategic Investment Advisors / MI5,737$1.58M0.17%-48913F-HRTimeline
SG Americas Securities, LLC5,717$1.58M0.01%-6,71913F-HRTimeline
Edgemoor Investment Advisors, Inc.5,683$1.57M0.14%013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,665$1.56M0.21%-9413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,652$1.56M0.12%+44213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,626$1.55M0.03%+61013F-HRTimeline
SIGNATUREFD, LLC5,566$1.54M0.03%-4813F-HRTimeline
WESBANCO BANK INC5,557$1.53M0.05%-6913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,527$1.53M0.01%+22113F-HRTimeline
B. Riley Wealth Advisors, Inc.5,497$1.52M0.05%-14313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,443$1.5M0.11%-65813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC5,333$1.47M0.03%-8,86413F-HRTimelineGroup
Optas, LLC5,323$1.47M0.32%+21513F-HRTimeline
Humankind Investments LLC5,294$1.46M0.37%+57113F-HRTimeline
LRI Investments, LLC5,244$1.45M0.14%013F-HRTimeline
Clearstead Advisors, LLC5,219$1.44M0.02%-10313F-HRTimeline
NJ State Employees Deferred Compensatio…5,200$1.44M0.17%013F-HRTimeline
DAVENPORT & Co LLC5,186$1.43M0.01%-9913F-HRTimeline
Westside Investment Management, Inc.5,173$1.43M0.3%+24813F-HRTimeline
Legato Capital Management LLC5,164$1.43M0.19%013F-HRTimeline
Mutual Advisors, LLC5,075$1.43M0.04%+34613F-HRTimeline
Sierra Legacy Group5,157$1.42M1.31%13F-HRTimeline
Generali Investments CEE, investicni sp…5,100$1.41M0.15%13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,087$1.4M0.33%-61613F-HRTimeline
CGN Advisors LLC5,052$1.4M0.14%-2713F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…5,049$1.39M0.02%-3,43813F-HR/ATimelineGroup
StoneX Group Inc.in group StoneX Group Inc.5,039$1.39M0.08%+1,22713F-HR/ATimelineGroup
LMR Partners LLPin group LMR Partners LLP5,017$1.39M0.02%new13F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC5,014$1.38M0.37%-4713F-HRTimeline
WESCAP Management Group, Inc.4,964$1.37M0.33%-14413F-HRTimeline
BAILARD, INC.4,963$1.37M0.04%+18913F-HRTimeline
OUTFITTERS FINANCIAL LLC4,925$1.36M1.09%-38013F-HRTimeline
Clear Harbor Asset Management, LLC4,883$1.35M0.11%-3513F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.4,854$1.34M0.24%-1,65213F-HRTimeline
Horizon Investments, LLC4,850$1.34M0.04%+9313F-HRTimeline
Alaethes Wealth, LLC4,839$1.34M0.48%-6613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,768$1.32M0.04%-1,20113F-HRTimeline
Wedmont Private Capital4,664$1.3M0.07%+37313F-HRTimeline
TRUST CO OF OKLAHOMA4,711$1.3M0.42%-11413F-HRTimeline
Connecticut Wealth Management, LLC4,689$1.29M0.06%-19513F-HRTimeline
FCG Investment Co4,689$1.29M0.79%-1,33813F-HRTimeline
Navalign, LLC4,677$1.29M0.38%-5213F-HRTimeline
Cunning Capital Partners, LP4,670$1.29M0.77%013F-HRTimeline
Canada Post Corp Registered Pension Plan4,667$1.29M0.08%13F-HRTimeline
INTRUST BANK NA4,667$1.29M0.13%-11613F-HRTimeline
111 Capital4,660$1.29M0.27%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,652$1.28M0.02%+17013F-HR/ATimelineGroup
Legacy Advisors, LLC4,629$1.28M0.12%+4213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…4,553$1.26M0.13%-20013F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,500$1.24M0.02%-64913F-HRTimelineGroup
Institute for Wealth Management, LLC.4,490$1.24M0.16%-2113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,465$1.23M0.09%-30013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH4,453$1.23M0.34%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC4,428$1.22M0.01%-913F-HRTimeline
Advisory Services Network, LLC4,420$1.22M0.02%+81613F-HRTimeline
New Age Alpha Advisors, LLC4,412$1.22M0.05%+4,38413F-HR/ATimeline
PINNACLE ASSOCIATES LTD4,406$1.22M0.02%+38113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,364$1.21M0.06%+55213F-HRTimeline
LYNCH & ASSOCIATES/IN4,345$1.2M0.26%-15913F-HRTimeline
UMB Bank, n.a.4,343$1.2M0.02%+13613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Anchor Investment Management, LLC4,317$1.19M0.11%+1,03613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,300$1.19M0.04%-4,69513F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC4,297$1.19M0.03%-1,88413F-HRTimeline
Argent Trust Co4,243$1.17M0.05%+14813F-HRTimeline
Snowden Capital Advisors LLC4,229$1.17M0.04%+22613F-HRTimeline
Capstone Financial Advisors, Inc.4,182$1.15M0.07%+113F-HRTimeline
WEBSTER BANK, N. A.4,176$1.15M0.12%-2213F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC4,158$1.15M0.37%-18513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,123$1.14M0.03%-2913F-HRTimeline
MUFG SECURITIES AMERICAS INC.4,107$1.13M0.14%13F-HRTimeline
Symmetry Partners, LLC4,092$1.13M0.16%-18613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC4,057$1.12M0.05%013F-HRTimeline
Joel Isaacson & Co., LLC4,051$1.12M0.05%+6113F-HRTimeline
TCV Trust & Wealth Management, Inc.4,040$1.12M0.1%-6213F-HRTimeline
Arkadios Wealth Advisors4,031$1.11M0.06%+14913F-HRTimeline
Valeo Financial Advisors, LLC4,023$1.11M0.03%-5713F-HRTimeline
Vise Technologies, Inc.4,019$1.11M0.09%+1,60313F-HRTimeline
CITY HOLDING CO4,002$1.11M0.16%+67613F-HRTimeline
Roundview Capital LLC3,989$1.1M0.08%013F-HRTimeline
South Dakota Investment Council3,962$1.09M0.02%013F-HRTimeline
PROFUND ADVISORS LLC3,915$1.08M0.04%-71813F-HRTimeline
Aries Wealth Management3,914$1.08M0.3%013F-HRTimeline
Nemes Rush Group LLC3,883$1.07M0.13%+63713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,862$1.07M0.03%-20213F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC3,885$1.07M0.32%+27013F-HRTimeline
SFMG, LLC3,855$1.06M0.08%-713F-HRTimeline
Leonteq Securities AG3,840$1.06M0.1%+3,23213F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding3,797$1.05M+1,451Timeline
AE Wealth Management LLC3,782$1.04M0.01%-10,01613F-HRTimeline
Allegheny Financial Group3,774$1.04M0.27%+2113F-HRTimeline
HM PAYSON & CO3,767$1.04M0.02%+1513F-HRTimeline
AIA Group Ltdin group AIA Group Ltd3,757$1.04M0.03%-20913F-HRTimelineGroup
Lazard Freres Gestion S.A.S.3,756$1.04M0.02%-20013F-HRTimeline
Aberdeen Wealth Management LLC3,750$1.04M0.71%-15213F-HRTimeline
BRIGHTON JONES LLC3,736$1.03M0.03%+31813F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,731$1.03M0.01%-12213F-HRTimelineGroup
Oak Thistle LLC3,725$1.03M0.31%new13F-HRTimeline
AMG National Trust Bank3,713$1.02M0.03%-35913F-HRTimeline
NorthRock Partners, LLC3,695$1.02M0.03%-47013F-HR/ATimeline
Eisler Capital Management Ltd.3,715$1.02M0.03%13F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding3,683$1.02M+791Timeline
SUMITOMO LIFE INSURANCE CO3,672$1.01M0.02%-11613F-HRTimeline
Meridian Wealth Management, LLC3,670$1.01M0.05%+3713F-HRTimeline
Hartford Financial Management Inc.3,657$1.01M0.21%013F-HRTimeline
BNP PARIBASin group BNP PARIBAS3,663$1.01M0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC3,601$1.01M0.03%+37913F-HRTimeline
Avidian Wealth Enterprises, LLC3,637$1M0.05%+72313F-HRTimeline
Fiduciary Group, LLC3,625$1M0.1%013F-HRTimeline
RENAISSANCE GROUP LLC3,613$998K0.04%-90,58713F-HRTimeline
CIDEL ASSET MANAGEMENT INC3,595$993K0.07%+20113F-HRTimeline
TOWER BRIDGE ADVISORS3,585$990K0.11%+84913F-HRTimeline
HANCOCK WHITNEY CORP3,541$978K0.03%-82713F-HRTimeline
Waldron Private Wealth LLC3,530$975K0.04%-12113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding3,491$974K-97Timeline
Trust Asset Management LLC3,525$973K0.08%013F-HRTimeline
Portside Wealth Group, LLC3,521$972K0.16%+15913F-HR/ATimeline
CSS LLC/IL3,520$972K0.06%+27013F-HRTimeline
American State Bank (Iowa)3,511$970K0.58%013F-HRTimeline
Winthrop Advisory Group LLC3,501$967K0.12%+9913F-HRTimeline
WILKINS INVESTMENT COUNSEL INC3,497$966K0.14%013F-HRTimeline
World Investment Advisors3,495$965K0.03%+1,87513F-HRTimeline
SANDERS MORRIS HARRIS LLC3,493$965K0.14%013F-HRTimeline
Checchi Capital Advisers, LLC3,481$961K0.07%-9613F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,476$960K0.19%-4513F-HRTimeline
Applied Finance Capital Management, LLC3,468$958K0.04%013F-HRTimeline
Avestar Capital, LLC3,461$956K0.09%-36113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding3,442$950K+95Timeline
Heritage Trust Co3,435$949K0.11%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,435$949K0.03%-26313F-HRTimeline
NEVILLE RODIE & SHAW INC3,435$948K0.07%013F-HRTimeline
Wynn Capital, LLC3,416$943K0.6%+6513F-HRTimeline
Waterfront Wealth Inc.3,406$940K0.23%+90913F-HRTimeline
Central Pacific Bank - Trust Division3,405$940K0.12%-4,39613F-HRTimeline
United Super Pty Ltd in its capacity as…3,400$939K0.04%new13F-HRTimeline
Red Door Wealth Management, LLC3,396$938K0.14%-7513F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…3,390$936K1.22%013F-HRTimeline
SYON CAPITAL LLC3,389$936K0.08%-30713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,701$936K0.08%013F-HRTimeline
Trust Investment Advisors3,386$935K0.6%-5013F-HRTimeline
DELTA FINANCIAL ADVISORS LLC3,368$930K0.35%-29913F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…3,366$929K0.08%-41,23813F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC3,361$928K0.04%-24113F-HRTimeline
Freedom Investment Management, Inc.3,357$927K0.08%-65713F-HRTimeline
Freedom Day Solutions, LLC3,356$927K0.28%-2413F-HRTimeline
Visionary Wealth Advisors3,355$926K0.05%+51213F-HRTimeline
Carnegie Investment Counsel3,354$926K0.03%-5013F-HRTimeline
Larson Financial Group LLC3,351$925K0.05%+3,09013F-HRTimeline
SIG BROKERAGE, LP3,316$916K0.43%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,299$911K0.01%+27713F-HRTimelineGroup
Net Worth Advisory Group3,280$906K0.27%-13313F-HRTimeline
OAKWORTH CAPITAL, INC.3,258$900K0.06%013F-HRTimeline
NORDEN GROUP LLC3,249$897K0.1%-13013F-HRTimeline
Blueshift Asset Management, LLC3,241$895K0.33%new13F-HRTimeline
Mattson Financial Services, LLC2,581$894K0.28%-5,89513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,235$894K0.07%+2513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,031$886K0.09%+1,27113F-HRTimeline
Nicholas Wealth, LLC.3,118$881K0.48%+76813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,188$880K0.02%-2,51213F-HRTimeline
Dynamic Advisor Solutions LLC3,183$879K0.04%-1,46013F-HRTimeline
Norway Savings Bank3,175$877K0.49%-32513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,174$877K0.02%13F-HRTimeline
Bluespring Wealth Management, LLC3,169$875K0.09%-40713F-HRTimeline
Parallel Advisors, LLC3,163$874K0.02%-39513F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,854$870K<0.01%+19713F-HRTimeline
RWA WEALTH PARTNERS, LLC3,127$863K0.01%+6713F-HRTimeline
Cornerstone Wealth Group, LLC3,107$858K0.07%+3113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,087$852K0.04%+7813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC3,049$842K0.01%-7613F-HRTimeline
Rossmore Private Capital3,023$835K0.1%-3413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,018$833K0.07%-8,32213F-HRTimeline
GAMMA Investing LLC3,013$832K0.07%-59813F-HRTimeline
FineMark National Bank & Trust3,013$832K0.03%013F-HRTimeline
Ramirez Asset Management, Inc.3,009$831K0.17%013F-HRTimeline
MUFG Securities EMEA plc3,000$828K0.02%-25,00013F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC2,990$826K0.69%-69913F-HRTimeline
Ashton Thomas Private Wealth, LLC2,986$824K0.03%+36213F-HRTimeline
Belpointe Asset Management LLC2,237$810K0.05%+52613F-HRTimeline
DUNCKER STREETT & CO INC2,924$807K0.15%-4513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,921$807K0.06%013F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC2,913$804K0.02%+313F-HRTimeline