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Disclosery

CI THE CIGNA GROUP

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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
APPLETON PARTNERS INC/MA1,605$443K0.03%new13F-HRTimeline
Davis Investment Partners, LLC1,586$442K0.19%013F-HRTimeline
Focus Financial Network, Inc.1,602$442K0.02%+213F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP1,590$439K0.18%new13F-HRTimeline
Claro Advisors Inc.1,590$439K0.06%-89013F-HRTimeline
Sage Mountain Advisors LLC1,589$439K0.03%-39513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,588$439K0.04%-4913F-HRTimeline
McGowan Group Asset Management, Inc.1,585$438K0.06%+213F-HRTimeline
Systematic Alpha Investments, LLC1,581$437K0.02%-1,24013F-HRTimeline
Gilliland Jeter Wealth Management LLC1,579$436K0.15%+213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,406$430K<0.01%-31,92013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.1,550$428K0.26%new13F-HRTimeline
Provenance Wealth Advisors, LLC1,549$428K0.06%013F-HRTimeline
First Affirmative Financial Network1,537$424K0.24%+7513F-HRTimeline
Hudson Portfolio Management LLC1,532$423K0.41%-6013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,532$423K0.04%-80513F-HRTimeline
AXQ CAPITAL, LP1,527$422K0.19%new13F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,525$421K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MIDDLETON & CO INC/MA1,524$421K0.05%013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,523$421K0.01%-59913F-HRTimeline
SIMON QUICK ADVISORS, LLC1,518$419K0.03%-15913F-HRTimeline
Campion Asset Management1,510$417K0.31%-29013F-HRTimeline
Avantra Family Wealth, Inc.1,508$416K0.39%13F-HRTimeline
Beaumont Financial Advisors, LLC1,508$416K0.03%-15013F-HRTimeline
EQUITABLE TRUST CO1,507$416K0.02%013F-HRTimeline
ORG Partners LLC1,501$414K0.06%+113F-HRTimeline
Wharton Business Group, LLC1,501$414K0.02%013F-HRTimeline
IHT Wealth Management, LLC1,491$412K0.01%+32713F-HRTimeline
Diligent Investors, LLC1,484$410K0.09%013F-HRTimeline
First Interstate Bank1,483$410K0.02%+9813F-HRTimeline
FWG Holdings, LLC1,395$408K0.2%+6313F-HRTimeline
J. W. Coons Advisors, LLC1,472$406K0.1%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,469$406K0.01%+85113F-HRTimelineGroup
MINDSET WEALTH MANAGEMENT, LLC1,469$406K0.15%+3713F-HRTimeline
SS&H Financial Advisors, Inc.1,460$404K0.15%013F-HRTimeline
American Capital Advisory, LLC1,455$402K0.22%-3513F-HRTimeline
Total Wealth Planning & Management, Inc.1,454$402K0.39%13F-HRTimeline
Violich Capital Management, Inc.1,453$401K0.05%-7,81213F-HRTimeline
Cove Private Wealth, LLC1,450$400K0.24%013F-HRTimeline
Sound View Wealth Advisors Group, LLC1,443$398K0.03%-7513F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,442$398K0.28%013F-HRTimeline
GUERRA PAN ADVISORS, LLC1,436$397K0.29%013F-HRTimeline
Brown Financial Advisors1,435$396K0.16%+19913F-HRTimeline
AssuredPartners Investment Advisors, LLC1,435$396K0.08%13F-HRTimeline
McAdam, LLC1,434$396K0.02%-3013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,428$394K0.01%+47113F-HRTimeline
Asset Dedication, LLC1,419$392K0.03%+26613F-HRTimeline
Fulton Bank, N.A.1,400$387K0.01%-1,13313F-HRTimeline
Aaron Wealth Advisors LLC1,397$386K0.04%+19813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,333$385K0.02%-38413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…1,379$381K0.08%-7213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,378$381K0.01%+11913F-HRTimeline
LINCOLN CAPITAL CORP1,377$380K0.16%new13F-HRTimeline
SOMERVILLE KURT F1,370$378K0.06%013F-HRTimeline
Garden State Investment Advisory Servic…1,363$377K0.12%+8413F-HRTimeline
FARMERS TRUST CO1,365$377K0.07%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,363$376K0.21%013F-HRTimeline
Pallas Capital Advisors LLC1,362$376K0.02%-1,39813F-HRTimeline
Legacy Financial Advisors, Inc.1,361$376K0.06%-15113F-HRTimeline
Everhart Financial Group, Inc.1,359$375K0.08%-47213F-HRTimeline
Strategic Wealth Partners, Ltd.1,245$373K0.03%-15313F-HRTimeline
AlphaQuest LLC1,350$373K0.05%-4,17913F-HRTimeline
Copley Financial Group, Inc.1,347$372K0.28%+9813F-HRTimeline
Roof Eidam Maycock Peralta, LLC1,340$370K0.1%-6513F-HRTimeline
CVA Family Office, LLC1,334$368K0.06%-1313F-HRTimeline
Prospera Financial Services Inc1,319$366K0.01%-5913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC1,317$364K0.2%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,316$363K0.12%013F-HRTimeline
EASTERN BANK1,308$361K0.01%-26513F-HRTimeline
Veltria Advisors Corp.1,308$361K0.15%+13213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,307$361K0.02%+13413F-HRTimelineGroup
Compound Planning, Inc.1,307$361K0.02%-28313F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …1,300$359K0.01%+1,10013F-HRTimelineGroup
Rothschild Wealth LLC1,299$359K0.1%+1113F-HRTimeline
KPP Advisory Services LLC1,297$358K0.08%+2013F-HRTimeline
Geneos Wealth Management Inc.1,290$356K0.01%-1413F-HRTimeline
Marcum Wealth, LLC1,287$355K0.03%-5013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,280$353K0.14%-20413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,280$353K0.06%013F-HRTimeline
Bahl & Gaynor LLC1,276$352K<0.01%013F-HRTimeline
Triangle Securities Wealth Management1,271$351K0.09%-5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hamilton Point Investment Advisors, LLC1,267$350K0.06%013F-HRTimeline
Family Firm, Inc.1,265$350K0.08%+313F-HRTimeline
Sierra Capital LLC1,261$348K0.04%-3613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,247$348K0.08%+9513F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,256$347K0.27%013F-HR/ATimeline
CHICAGO TRUST Co NA1,249$345K0.06%-58813F-HRTimeline
Oslo Pensjonsforsikring AS1,249$345K0.05%+25013F-HRTimeline
apricus wealth, LLC1,245$344K0.22%-6013F-HRTimeline
Maridea Wealth Management LLC1,243$343K0.11%13F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.1,242$343K0.03%-513F-HRTimeline
LEE DANNER & BASS INC1,241$343K0.03%013F-HRTimeline
Aventura Private Wealth, LLC1,237$342K0.18%13F-HRTimeline
Americana Partners, LLC1,234$341K0.01%+30013F-HRTimeline
Avior Wealth Management, LLC1,512$338K0.01%+35513F-HRTimeline
Corus Family Wealth Advisors1,223$338K0.23%-6913F-HRTimeline
JNBA Financial Advisors1,221$337K0.03%-1713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,218$336K0.06%013F-HRTimeline
Phocas Financial Corp.1,210$334K0.04%013F-HR/ATimeline
WASHINGTON TRUST Co1,210$334K0.01%+1813F-HRTimeline
Bull Street Advisors, LLC1,205$333K0.16%013F-HRTimeline
Capital Square, LLC1,134$333K0.19%-513F-HRTimeline
Sonoma Private Wealth LLC1,203$332K0.54%-10913F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,201$332K0.11%13F-HRTimelineGroup
Pingora Partners LLC1,200$331K0.22%013F-HRTimeline
HBK Sorce Advisory LLC1,200$331K0.01%-1313F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1,199$331K0.29%+1513F-HRTimeline
INGALLS & SNYDER LLC1,199$331K0.01%-7513F-HRTimeline
TD Waterhouse Canada Inc.1,192$329K<0.01%+27213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC1,192$329K0.08%-32213F-HRTimeline
BOK Financial Private Wealth, Inc.1,172$324K0.02%-7713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,171$323K0.01%-4813F-HRTimelineGroup
Alpha Cubed Investments, LLC1,168$323K0.01%-3713F-HRTimeline
Capital Investment Advisors, LLC1,157$319K0.01%-3113F-HRTimeline
Journey Advisory Group, LLC965$319K0.04%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,145$316K0.02%-1613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,142$315K0.06%+16313F-HRTimelineGroup
Keel Point, LLC1,140$315K0.03%-3013F-HRTimeline
RFG Holdings, Inc.1,139$315K0.1%+313F-HRTimeline
Detalus Advisors, LLC1,133$313K0.1%-46813F-HRTimeline
Breakwater Capital Group1,133$313K0.06%-6213F-HRTimeline
Convergence Investment Partners, LLC1,131$312K0.07%+113F-HRTimeline
Wealthspire Retirement, LLC1,130$312K0.02%new13F-HRTimeline
Citadel Investment Advisory, Inc.1,131$312K0.16%-4813F-HRTimeline
Capital Asset Advisory Services LLC1,109$311K0.02%-13413F-HRTimeline
Relyea Zuckerberg Hanson LLC1,118$309K0.04%-6813F-HRTimeline
Heritage Wealth Advisors1,113$307K0.02%-15013F-HRTimeline
Ironwood Financial, llc1,113$307K0.06%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,109$306K0.01%-13313F-HRTimeline
Narus Financial Partners, LLC1,107$306K0.1%-31613F-HRTimeline
EHP Funds Inc.1,100$304K0.31%new13F-HRTimeline
VEGA INVESTMENT SOLUTIONS1,100$304K0.25%13F-HRTimeline
Family Office Research LLC1,088$301K0.13%13F-HRTimeline
Goldstein Advisors, LLC1,083$299K0.04%+22013F-HRTimeline
Fragasso Financial Advisors Inc1,080$298K0.02%-4113F-HRTimeline
Barton Investment Management1,080$298K0.03%013F-HRTimeline
BSW Wealth Partners1,078$298K0.04%-36813F-HRTimeline
West Family Investments, Inc.1,074$297K0.1%-13413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,071$296K0.01%-97313F-HR/ATimeline
Smithfield Trust Co1,073$295K0.01%-713F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,068$295K0.01%+27913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,065$294K0.02%-36013F-HRTimelineGroup
Gladstone Institutional Advisory LLC1,060$293K0.01%-23113F-HRTimeline
Quent Capital, LLC1,059$292K0.03%-913F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd1,056$292K0.02%+44913F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co1,055$291K0.02%-19713F-HRTimeline
Calydon Capital1,051$290K0.06%-1,00013F-HRTimeline
Northstar Group, Inc.1,050$290K0.05%013F-HRTimeline
Platform Technology Partners1,049$290K0.09%013F-HRTimeline
Pure Financial Advisors, LLC1,045$289K0.01%+14713F-HRTimeline
BRAVE ASSET MANAGEMENT INC1,043$288K0.09%013F-HRTimeline
Clean Yield Group1,043$288K0.09%013F-HRTimeline
Highview Capital Management LLC/DE/1,040$287K0.11%new13F-HR/ATimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,041$287K0.04%-3213F-HRTimeline
Sky Investment Group LLC1,039$287K0.05%-7513F-HRTimeline
EVOKE WEALTH, LLC1,036$286K0.01%-4313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,032$285K0.04%+6013F-HRTimeline
Clearview Wealth Advisors LLC1,030$284K0.22%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,029$284K0.04%-6413F-HRTimeline
Segment Wealth Management, LLC1,027$284K0.02%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,020$282K0.08%+4013F-HRTimeline
Private Wealth Partners, LLC1,016$281K0.02%-1013F-HRTimeline
WMS Partners, LLC1,014$280K0.02%-7113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,013$280K0.02%013F-HRTimelineGroup
Citizens National Bank Trust Department1,013$280K0.06%013F-HRTimeline
Strategic Advocates LLC1,008$278K0.09%-26213F-HRTimeline
Avantax Planning Partners, Inc.1,003$277K0.01%+513F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,002$277K0.05%-813F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,001$276K0.05%-9713F-HRTimeline
Catalyst Funds Management Pty Ltd1,000$276K0.07%-2,20013F-HRTimeline
Csenge Advisory Group996$275K0.01%-12213F-HRTimeline
Pines Wealth Management, LLC981$274K0.12%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management991$274K<0.01%-34713F-HRTimelineGroup
Old North State Wealth Management, LLC986$273K0.15%+4313F-HRTimeline
Integrated Investment Consultants, LLC988$273K0.06%-8613F-HR/ATimeline
Stonebridge Financial Planning Group, L…987$273K0.12%+4813F-HRTimeline
Gitterman Wealth Management, LLC982$271K0.11%new13F-HRTimeline
Eagle Strategies LLC975$269K0.05%new13F-HRTimeline
Perennial Investment Advisors, LLC971$268K0.03%+5813F-HRTimeline
SPINNAKER TRUST971$268K0.02%013F-HRTimeline
Dakota Wealth Management961$266K0.01%-32013F-HRTimeline
MEANS INVESTMENT CO., INC.952$263K0.03%-2113F-HRTimeline
Harfst & Associates, Inc.951$263K0.05%-4,75313F-HRTimeline
Broderick Brian C951$263K0.05%013F-HRTimeline
Disciplined Investors, L.L.C.929$262K0.25%13F-HRTimeline
Wescott Financial Advisory Group, LLC949$262K0.03%+3113F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC949$262K0.09%new13F-HRTimeline
CoreCap Advisors, LLC942$260K0.01%-17213F-HRTimeline
Brendel Financial Advisors LLC940$260K0.16%-9913F-HRTimeline
Sebold Capital Management, Inc.933$258K0.17%013F-HRTimeline
WILLNER & HELLER, LLC933$258K0.23%+13913F-HRTimeline
Basepoint Wealth LLC932$257K0.21%-29813F-HRTimeline
Charter Oak Capital Management, LLC931$257K0.02%+5513F-HRTimeline
Zions Bancorporation, N.A.927$256K0.02%-1613F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd924$255K0.16%+12413F-HRTimelineGroup
City State Bank923$255K0.09%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC920$254K0.11%+6013F-HRTimeline
NDVR, Inc.915$253K0.24%+4713F-HRTimeline
Fiduciary Alliance LLC914$252K0.03%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC913$252K0.02%+413F-HRTimeline