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Disclosery

CVS CVS HEALTH CORP

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COM (common), issuer CIK 64803

1,636 managers (1,674 13F filers) reported a position in CVS shares at 2024-12-31, 1,048,726,700 shares in all. 96 filers opened a position and 369 filers sold out during the quarter.

Managers
1,636
13F filers
1,674
New
96
Added
371
Reduced
932
Sold out
369
Shares held by filers
1,048,726,700

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
Bahl & Gaynor LLC16,451$738K<0.01%-27813F-HRTimeline
Prime Capital Investment Advisors, LLC16,429$737K0.01%-18,77813F-HRTimeline
IFG Advisory, LLC16,354$734K0.04%-7,90713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,349$734K0.05%+9,36813F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS16,338$733K0.01%-25,16313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,318$733K0.04%+49013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…16,090$722K0.1%+26813F-HRTimeline
Wealthspire Advisors, LLC15,962$717K0.01%+1,46813F-HRTimeline
Round Rock Advisors LLC15,921$715K0.15%-12,75813F-HRTimeline
White Knight Strategic Wealth Advisors,…15,740$707K0.3%+10,03813F-HRTimeline
Wilmington Savings Fund Society, FSB15,652$703K0.01%-17,28713F-HRTimeline
Kentucky Trust Co15,512$696K0.41%13F-HRTimeline
Sterling Financial Group, Inc.15,363$690K0.26%+2,16913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.15,305$687K0.21%-6,55913F-HRTimeline
Global Retirement Partners, LLC15,279$686K0.02%-2,53113F-HRTimeline
Legacy Capital Group California, Inc.15,234$684K0.21%-8813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,229$684K0.04%-7,03613F-HRTimelineGroup
CAPITAL ADVISORS INC/OK15,225$683K0.01%-48613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC15,142$680K0.02%-56313F-HRTimeline
UMB Bank, n.a.15,107$678K0.01%-3,50713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trust Asset Management LLC15,079$677K0.05%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC15,074$677K0.17%+7,69313F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC15,066$676K0.17%-36,03513F-HRTimelineGroup
Peoples Bank/KS14,923$670K0.46%-1,35013F-HRTimeline
Chicago Partners Investment Group LLC14,452$665K0.02%+83213F-HRTimeline
TCI Wealth Advisors, Inc.14,748$662K0.06%-10413F-HRTimeline
Community Bank & Trust, Waco, Texas14,736$661K0.15%-21213F-HRTimeline
Choate Investment Advisors14,722$661K0.02%-5,26913F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,700$660K0.07%-1,12013F-HRTimeline
North Star Investment Management Corp.14,624$656K0.05%-24,61713F-HRTimeline
Compound Planning, Inc.14,529$652K0.03%-5,85513F-HRTimeline
Addison Capital Co14,499$651K0.26%-2,83413F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC14,497$651K0.04%+1,61913F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/14,407$647K0.19%-16,15613F-HRTimeline
NewEdge Wealth, LLC14,395$646K0.01%+90813F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE14,345$644K0.19%-66013F-HRTimeline
Shay Capital LLC14,280$641K0.16%new13F-HRTimeline
HUB Investment Partners, LLC14,240$639K0.03%-44,72313F-HRTimeline
Capital Investment Advisory Services, L…14,216$638K0.06%-3,02113F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP14,162$636K0.02%-11,99913F-HRTimeline
Cornerstone Wealth Management, LLC14,134$634K0.04%-2,62213F-HRTimeline
Aviso Financial Inc.14,104$633K0.03%+4,86213F-HRTimeline
Beacon Financial Advisory LLC14,088$632K0.21%+60013F-HRTimeline
SageView Advisory Group, LLC13,956$626K0.03%+1,73913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC13,954$626K0.05%-5,28713F-HRTimeline
SIGNATUREFD, LLC13,875$623K0.01%-3,51113F-HRTimeline
Howard Capital Management, LLC13,846$622K0.01%+1,65313F-HRTimeline
RMR Wealth Builders13,822$620K0.06%-1,02713F-HR/ATimeline
BAILARD, INC.13,799$619K0.02%-30213F-HRTimeline
Laird Norton Wetherby Wealth Management…13,774$618K0.03%-2,88513F-HRTimeline
INVESTMENT HOUSE LLC13,740$617K0.03%-8,39013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,739$617K0.01%-99213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,709$615K0.01%-55,61113F-HRTimeline
Schonfeld Strategic Advisors LLC13,673$614K<0.01%-95,14713F-HRTimeline
Humankind Investments LLC13,655$613K0.16%+1,62113F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP13,634$612K0.04%new13F-HRTimelineGroup
Gibbs Wealth Management13,633$612K0.17%-4,65213F-HRTimeline
Cardinal Capital Management, Inc.13,605$611K0.02%-1,42513F-HRTimeline
Deseret Mutual Benefit Administrators13,563$609K0.3%+74113F-HRTimeline
CENTRAL TRUST Co13,523$607K0.01%-5,44913F-HRTimeline
INCEPTIONR LLC13,402$602K0.13%new13F-HRTimeline
Aljian Capital Management, LLC13,349$599K0.13%+2,31913F-HRTimeline
MONETARY MANAGEMENT GROUP INC13,250$595K0.15%+47513F-HRTimeline
Byrne Asset Management LLC13,241$594K0.42%-2,54513F-HRTimeline
WEBSTER BANK, N. A.13,190$592K0.06%-22,73213F-HRTimeline
Insight Inv LLC13,161$591K0.41%-1,05913F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.13,137$590K0.05%-2,28913F-HRTimeline
Black Maple Capital Management LP13,000$584K0.44%new13F-HRTimeline
Summit Financial Wealth Advisors, LLC10,403$582K0.11%-5,54513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC12,960$582K0.05%-7013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW12,915$580K0.1%-9813F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC12,900$579K0.16%-7,70013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC12,892$579K0.05%-7,86613F-HRTimeline
Pettee Investors, Inc.12,875$578K0.29%-70013F-HRTimeline
Gladstone Institutional Advisory LLC12,825$576K0.03%-1,73113F-HRTimeline
Farther Finance Advisors, LLC12,797$574K0.02%-2,91313F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,765$573K0.01%-3,51813F-HRTimeline
IHT Wealth Management, LLC12,745$572K0.02%-37,70413F-HRTimeline
WATERS PARKERSON & CO., LLC12,741$572K0.03%-133,08213F-HRTimeline
St. Johns Investment Management Company…12,730$571K0.27%-14113F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,608$566K0.02%-68,68613F-HRTimeline
Clearstead Advisors, LLC12,555$564K0.01%-32,63213F-HRTimeline
NOVEM GROUP12,522$562K0.08%13F-HRTimeline
Aigen Investment Management, LP12,413$557K0.1%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,397$556K0.02%+2,63413F-HRTimelineGroup
Herold Advisors, Inc.12,377$556K0.12%-5,08013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,352$554K0.01%-5,04813F-HRTimeline
SMITH, MOORE & CO.12,346$554K0.05%-4,21913F-HRTimeline
YHB Investment Advisors, Inc.12,345$554K0.05%-1,24513F-HRTimeline
1ST SOURCE BANK12,336$554K0.03%-1,94513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC12,315$553K0.03%-1,77313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,306$552K0.02%-26713F-HRTimeline
BEACON FINANCIAL GROUP12,304$552K0.06%-2,76913F-HRTimeline
Navalign, LLC12,219$549K0.16%-38413F-HRTimeline
Northstar Group, Inc.12,209$548K0.09%-8513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…9,723$546K<0.01%-22813F-HRTimeline
Bluespring Wealth Management, LLC12,172$546K0.06%-2,61313F-HRTimeline
PSI Advisors, LLC12,142$545K0.16%-2,08913F-HRTimeline
Belpointe Asset Management LLC9,501$544K0.03%+23913F-HRTimeline
Mendel Money Management12,062$541K0.24%-4,78513F-HRTimeline
Aptus Capital Advisors, LLC12,010$539K0.01%-6813F-HRTimeline
Supplemental Annuity Collective Trust o…12,000$539K0.16%013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC12,000$539K0.25%013F-HRTimeline
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO11,993$538K0.69%-5,34413F-HRTimeline
Anchor Investment Management, LLC11,903$534K0.05%-2,24513F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC11,854$532K0.44%-4,81613F-HRTimeline
Frank, Rimerman Advisors LLC11,787$529K0.04%+4,57113F-HRTimeline
Vise Technologies, Inc.11,703$525K0.04%+2,21913F-HRTimeline
Cohen Klingenstein LLC11,700$525K0.02%013F-HRTimeline
Meridian Wealth Management, LLC11,690$525K0.02%-3,28513F-HRTimeline
SOMERVILLE KURT F11,688$525K0.09%-11,90013F-HRTimeline
PRIVATE TRUST CO NA11,686$525K0.05%-1,38813F-HRTimeline
TWIN CAPITAL MANAGEMENT INC11,644$523K0.06%-23,58513F-HRTimeline
Bridgefront Capital, LLC11,644$523K0.18%new13F-HRTimeline
MONTAG A & ASSOCIATES INC11,640$523K0.02%-2,83513F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC11,622$521K<0.01%013F-HRTimelineGroup
Collar Capital Management, LLC11,593$520K0.43%13F-HRTimeline
CHICAGO TRUST Co NA11,551$519K0.09%-3,58713F-HRTimeline
HALL LAURIE J TRUSTEE11,513$517K0.17%+11,46813F-HRTimeline
Narwhal Capital Management11,509$517K0.05%-15,58513F-HRTimeline
Generali Investments CEE, investicni sp…11,500$516K0.05%13F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC11,473$515K0.2%-19813F-HR/ATimeline
MERIDIAN INVESTMENT COUNSEL INC.11,384$511K0.15%-2,39813F-HRTimeline
Widmann Financial Services, Inc.11,356$510K0.39%-15013F-HRTimeline
PROFFITT & GOODSON INC11,321$508K0.08%+1,08413F-HRTimeline
Avantra Family Wealth, Inc.11,278$506K0.47%13F-HRTimeline
FIRST AMERICAN TRUST, FSB11,273$506K0.05%-4,48513F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT11,251$505K0.25%-3,38313F-HRTimeline
NCM Capital Management, LLC11,225$504K0.23%+7,27613F-HRTimeline
TOWER BRIDGE ADVISORS11,211$503K0.05%-22,89613F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC11,210$503K0.39%-5,56613F-HR/ATimeline
EVERETT HARRIS & CO /CA/11,078$497K0.01%-5,54213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,057$496K0.01%+1,16013F-HRTimeline
Sierra Capital LLC11,039$496K0.06%-15413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,197$495K0.04%-1,134,65213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG11,000$494K0.01%013F-HRTimelineGroup
Focus Financial Network, Inc.10,964$492K0.02%-7,09713F-HRTimeline
Kovack Advisors, Inc.10,940$491K0.05%+2,07813F-HRTimeline
M Holdings Securities, Inc.10,891$489K0.08%new13F-HR/ATimeline
Goelzer Investment Management, Inc.10,850$487K0.03%-65,09813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,818$486K0.19%-2,64613F-HRTimeline
MeadowBrook Investment Advisors LLC10,814$485K0.43%-3,79713F-HRTimeline
Bristlecone Advisors, LLC10,788$484K0.04%+44813F-HRTimeline
Bond & Devick Financial Network, Inc.7,669$482K0.21%013F-HRTimeline
Pflug Koory, LLC10,733$482K0.24%-4,95013F-HRTimeline
Teza Capital Management LLC10,704$481K0.07%-3,69713F-HRTimeline
Wallace Advisory Group, LLC7,609$478K0.33%+13213F-HRTimeline
Aurdan Capital Management, LLC10,640$478K0.18%13F-HRTimeline
Performance Wealth Partners, LLC10,590$475K0.02%new13F-HRTimeline
BCU Wealth Advisors, LLC10,583$475K0.27%+6013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC10,573$475K<0.01%-12,89513F-HRTimeline
Smartleaf Asset Management LLC10,725$471K0.05%+76013F-HRTimeline
Pallas Capital Advisors LLC10,397$467K0.02%-3,21913F-HRTimeline
JB Capital LLC10,346$464K0.03%-71413F-HRTimeline
MMA ASSET MANAGEMENT LLC10,319$463K0.2%-4,66913F-HRTimeline
Founders Financial Alliance, LLC10,191$457K0.13%-6,89613F-HRTimeline
Venture Visionary Partners LLC10,167$456K0.02%-3,70713F-HR/ATimeline
Intrua Financial, LLC10,159$456K0.07%-1,82313F-HRTimeline
Michels Family Financial, LLC10,111$454K0.42%13F-HRTimeline
Triangle Securities Wealth Management10,060$452K0.12%-4,26813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wedmont Private Capital9,403$451K0.02%-2,57713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC10,041$451K0.01%-260,31213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,020$450K0.01%-60513F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC10,020$450K0.09%-16,69113F-HRTimeline
GSA CAPITAL PARTNERS LLP10,009$449K0.03%-2,97613F-HRTimeline
NAPATREE CAPITAL LLC9,941$446K0.26%-1,55613F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…9,905$445K0.22%-81613F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…9,882$444K0.02%-50,67113F-HRTimeline
FineMark National Bank & Trust9,873$443K0.02%-3,44813F-HRTimeline
ADIRONDACK TRUST CO9,778$439K0.17%-1,49413F-HRTimeline
Newman Dignan & Sheerar, Inc.9,717$436K0.11%-89613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…9,708$436K0.11%-10,85113F-HRTimeline
Tyler-Stone Wealth Management9,674$434K0.08%-49513F-HRTimeline
Family Legacy, Inc.9,430$434K0.15%-1,00613F-HRTimeline
Unified Investment Management9,634$432K0.49%13F-HRTimeline
Vest Financial, LLC9,630$432K0.01%+1,49213F-HRTimeline
Visionary Wealth Advisors9,550$429K0.03%-3,76613F-HRTimeline
MTM Investment Management, LLC9,541$428K0.16%-29913F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.9,537$428K<0.01%-487,12713F-HRTimelineGroup
Van Cleef Asset Management,Inc9,504$427K0.05%-7,97313F-HRTimeline
Integrated Quantitative Investments LLC9,500$426K0.21%13F-HRTimeline
Mayflower Financial Advisors, LLC9,482$426K0.06%-1,78113F-HRTimeline
Sava Infond d.o.o.9,450$424K0.07%13F-HRTimeline
ALBERT D MASON INC9,435$424K0.28%-5,99013F-HRTimeline
AM INVESTMENT STRATEGIES LLC9,422$423K0.1%-9,32813F-HRTimeline
Quadcap Wealth Management, LLC9,417$423K0.06%+1,37413F-HRTimeline
WealthTrust Axiom LLC9,415$423K0.13%-99813F-HRTimeline
E Fund Management Co., Ltd.9,390$422K0.02%+4,39213F-HRTimeline
B&D White Capital Company, LLC9,300$417K0.07%new13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…9,297$417K0.09%-10013F-HRTimeline
Busey Bank9,266$416K0.01%-1,58613F-HRTimeline
Boltwood Capital Management9,200$413K0.13%+9313F-HRTimeline
Versor Investments LP9,200$413K0.07%+3,30013F-HRTimeline
LRI Investments, LLC9,162$411K0.04%-8,63713F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC9,146$411K0.02%-1,85513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,128$410K0.01%-29,36513F-HRTimelineGroup
Simplify Asset Management Inc.9,114$409K0.03%new13F-HRTimeline
GFS Advisors, LLC9,115$409K0.06%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…9,101$409K0.08%+1,29613F-HRTimeline
Cove Private Wealth, LLC9,104$409K0.25%013F-HRTimeline