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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
Stonegate Investment Group, LLC9,096$408K0.01%+1,15113F-HRTimeline
Atlantic Edge Private Wealth Management…8,961$402K0.12%-1,39813F-HRTimeline
Camelot Portfolios, LLC8,941$401K0.43%-21013F-HRTimeline
Composition Wealth, LLC8,931$401K0.01%-2,47113F-HRTimeline
HANCOCK WHITNEY CORP8,923$401K0.01%-3,80713F-HRTimeline
SPINNAKER TRUST8,917$400K0.03%-5,94713F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…8,853$397K0.07%013F-HRTimeline
Waterloo Capital, L.P.8,843$397K0.04%-23613F-HRTimeline
Aaron Wealth Advisors LLC8,822$396K0.05%-3,99413F-HRTimeline
First National Trust Co8,798$395K0.01%-2,57713F-HRTimeline
WASHINGTON TRUST Co8,792$395K0.01%-1,93413F-HRTimeline
Marcum Wealth, LLC8,723$392K0.03%+1,28313F-HRTimeline
Orange Investment Advisors, Inc.8,706$391K0.04%-2,24313F-HRTimeline
Voleon Capital Management LP8,634$388K0.03%13F-HRTimeline
OmniStar Financial Group, Inc.8,534$383K0.31%-2,72413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC8,522$383K0.08%-4813F-HRTimeline
Convergence Investment Partners, LLC8,450$379K0.08%-4,53913F-HRTimeline
Fort Sheridan Advisors LLC8,449$379K0.06%-20013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…8,580$377K0.01%13F-HRTimelineGroup
ARS Wealth Advisors Group, LLC8,397$377K0.05%-5013F-HRTimeline
Compass Wealth Management LLC8,384$376K0.09%-3,24713F-HRTimeline
Lion Street Advisors, LLC8,369$376K0.12%+1,29513F-HRTimeline
Forza Wealth Management, LLC8,309$373K0.17%-1,90913F-HRTimeline
GARRISON POINT ADVISORS, LLC8,300$373K0.18%013F-HRTimeline
Blue Trust, Inc.8,287$372K<0.01%-1,38613F-HR/ATimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co8,273$371K<0.01%-1,20013F-HRTimelineGroup
Strategic Investment Advisors / MI8,272$371K0.04%-45613F-HRTimeline
Norway Savings Bank8,263$371K0.21%-8,93413F-HRTimeline
RFG Advisory, LLC8,257$371K0.01%-3,94113F-HRTimeline
CONNING INC.in group CONNING INC.8,254$371K0.01%-11313F-HRTimelineGroup
SHUFRO ROSE & CO LLC8,229$369K0.03%-18213F-HRTimeline
SPC Financial, Inc.8,225$369K0.03%-3,86813F-HRTimeline
Crews Bank & Trust8,219$369K0.06%13F-HRTimeline
Pine Haven Investment Counsel, Inc8,207$368K0.3%-1,07413F-HRTimeline
Financial Engines Advisors L.L.C.8,164$366K<0.01%new13F-HRTimeline
OPTIMIZE FINANCIAL INC.8,158$366K0.27%13F-HRTimeline
United Asset Strategies, Inc.8,129$365K0.03%-1,08813F-HRTimeline
Independence Bank of Kentucky8,127$365K0.06%-1,86013F-HRTimeline
Lester Murray Antman dba SimplyRich8,065$362K0.1%-2,93513F-HRTimeline
Rathbones Group PLC8,028$360K<0.01%-69013F-HRTimeline
VEGA INVESTMENT SOLUTIONS8,000$359K0.3%13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC7,977$358K0.08%-19313F-HRTimeline
Foundations Investment Advisors, LLC7,958$357K0.01%-1513F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.7,930$356K0.22%013F-HRTimeline
Cetera Trust Company, N.A7,918$355K0.23%-9,12513F-HRTimeline
North Forty Two & Co.7,893$354K0.41%13F-HRTimeline
City Center Advisors, LLC7,868$353K0.4%-3,67813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC6,276$351K0.04%-1,01013F-HRTimeline
Verdence Capital Advisors LLC7,801$350K0.03%-29413F-HRTimeline
SeaCrest Wealth Management, LLC7,792$350K0.04%-4,81313F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT7,789$350K0.02%-13,16213F-HRTimeline
Ashton Thomas Private Wealth, LLC7,766$349K0.01%-8,48313F-HRTimeline
Intellectus Partners, LLC7,721$347K0.08%+97013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,700$346K0.02%-2,26313F-HRTimeline
Columbia Asset Management7,698$346K0.07%-2,44413F-HRTimeline
BOSTON FAMILY OFFICE LLC7,670$344K0.02%-1,86713F-HRTimeline
Parallel Advisors, LLC7,662$344K0.01%-2,24213F-HRTimeline
BRIGHTON JONES LLC7,630$342K0.01%-23513F-HR/ATimeline
DIMENSION CAPITAL MANAGEMENT LLC7,624$342K0.06%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC7,550$339K0.24%-1,05013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC7,528$338K<0.01%-10,49513F-HRTimeline
SYON CAPITAL LLC7,526$338K0.03%+24713F-HRTimeline
Watts Gwilliam & Co., LLC7,302$334K0.07%+65013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…7,437$334K0.13%-20013F-HRTimeline
Beta Wealth Group, Inc.7,421$333K0.15%-39,54213F-HRTimeline
Waldron Private Wealth LLC7,346$330K0.01%+34113F-HRTimeline
PITCAIRN COin group PITCAIRN CO7,331$329K0.02%-26713F-HRTimelineGroup
Stonebridge Capital Advisors LLC7,328$329K0.03%-32313F-HRTimeline
Sunbelt Securities, Inc.7,426$326K0.03%-3,53613F-HRTimeline
Strategic Wealth Partners, Ltd.4,888$324K0.03%-1,81513F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC7,222$324K0.18%-4,51813F-HRTimeline
INTRUST BANK NA7,221$324K0.03%-1,39913F-HRTimeline
Mission Creek Capital Partners, Inc.9,995$323K0.07%+2,32413F-HRTimeline
Persium Advisors, LLC7,190$323K0.32%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…7,153$321K0.11%013F-HRTimeline
KPP Advisory Services LLC7,121$320K0.08%-1,80113F-HRTimeline
Wescott Financial Advisory Group, LLC7,112$319K0.03%+10313F-HRTimeline
Icon Wealth Advisors, LLC7,018$315K0.03%-13613F-HRTimeline
Key Client Fiduciary Advisors, LLC7,000$314K0.14%-18213F-HRTimeline
BXM Wealth LLC6,973$313K0.44%13F-HRTimeline
AlphaQuest LLC6,963$313K0.04%-22,15613F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA6,945$312K0.04%-2,73413F-HRTimeline
Grandview Asset Management LLC6,935$311K0.11%new13F-HRTimeline
First Horizon Advisors, Inc.6,902$310K0.01%-2,02213F-HRTimeline
COUNTRY CLUB BANK7,023$309K0.02%-56,62213F-HRTimeline
TrinityPoint Wealth, LLC6,833$307K0.04%-59,10313F-HRTimeline
Regal Investment Advisors LLC6,824$306K0.02%-3,05213F-HRTimeline
Hayek Kallen Investment Management6,822$306K0.11%-12,48413F-HRTimeline
Bull Street Advisors, LLC6,818$306K0.15%-5013F-HRTimeline
Prasad Wealth Partners, LLC6,814$306K0.1%13F-HRTimeline
First Nebraska Trust Co6,786$305K0.03%013F-HRTimeline
Lindbrook Capital, LLC6,772$304K0.03%+24813F-HRTimeline
WBH ADVISORY INC6,761$303K0.03%-96513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,761$303K0.01%13F-HRTimeline
Ipsen Advisor Group LLC6,756$303K0.26%13F-HRTimeline
ROGCO, LP6,752$303K0.12%+21013F-HRTimeline
First Financial Bankshares Inc6,693$300K0.01%-1,59613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC6,688$300K0.01%new13F-HRTimeline
Ceeto Capital Group, LLC6,676$300K0.11%-5,08313F-HRTimeline
Hexagon Capital Partners LLC6,679$300K0.05%+1,41113F-HRTimeline
Dorsey & Whitney Trust CO LLC6,663$299K0.02%-5,19513F-HRTimeline
Williams Financial, LLC6,662$299K0.19%013F-HRTimeline
Octavia Wealth Advisors, LLC6,642$298K0.04%-2,18713F-HRTimeline
HF Advisory Group, LLC6,607$297K0.14%-7,62013F-HRTimeline
GC Wealth Management RIA, LLC6,589$296K0.05%-1,85913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…5,553$294K0.02%+45713F-HRTimeline
RD Lewis Holdings, Inc.5,441$294K0.32%13F-HRTimeline
COZAD ASSET MANAGEMENT INC6,532$293K0.03%+23313F-HRTimeline
Legacy Advisors, LLC6,484$291K0.03%-43613F-HRTimeline
Symmetry Partners, LLC6,478$291K0.04%new13F-HRTimeline
Register Financial Advisors LLC6,476$291K0.15%-7,01613F-HRTimeline
Carson Advisory Inc.6,467$290K0.2%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,458$290K0.01%-1,70213F-HRTimelineGroup
Addison Advisors LLC6,426$288K0.08%-1,38913F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC6,388$287K0.08%-13713F-HRTimeline
GAMMA Investing LLC6,254$281K0.02%-4,09313F-HRTimeline
LEIGH BALDWIN & CO., LLC6,240$280K0.24%13F-HR/ATimeline
Worth Financial Advisory Group, LLC6,228$280K0.17%-9013F-HRTimeline
Severin Investments, LLC6,226$279K0.28%13F-HRTimeline
BIRCHBROOK, INC.6,220$279K0.16%-4,01913F-HRTimeline
Oldfield Partners LLP6,200$278K0.08%013F-HRTimeline
VeraBank, N.A.6,197$278K0.08%-1,81413F-HRTimeline
Athena Investment Management6,193$278K0.16%-42813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,192$278K0.02%-84813F-HRTimeline
DIXON FNANCIAL SERVICES, INC.6,192$278K0.15%-613F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC6,176$277K0.06%-5,63613F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,175$277K0.03%-98613F-HRTimeline
M.E. ALLISON & CO., INC.6,173$277K0.31%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,972$277K0.1%-4,32813F-HRTimeline
WEALTH EFFECTS LLC6,166$277K0.1%-92413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,162$277K<0.01%-15,43413F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC6,150$276K0.06%-28213F-HRTimeline
Delaney Dennis R6,150$276K0.15%-2,79713F-HRTimeline
Mechanics Bank Trust Department6,144$276K0.04%-1,09013F-HRTimeline
EagleClaw Capital Managment, LLC6,135$275K0.04%+20013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC6,085$273K0.07%-11,22213F-HRTimeline
WEALTH ALLIANCE, LLC6,076$273K0.03%-6,09313F-HRTimeline
American State Bank (Iowa)6,061$272K0.16%-41713F-HRTimeline
MKT Advisors LLC5,150$271K0.12%-9013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,027$271K0.02%+1,11713F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC6,007$270K0.02%-60013F-HRTimeline
St. Clair Advisors, LLC6,000$269K0.08%-7,55413F-HRTimeline
Reliant Investment Partners, LLC6,000$269K0.24%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,980$268K0.03%-1,88613F-HRTimeline
First City Capital Management, Inc.5,980$268K0.14%-2,74413F-HRTimeline
Crescent Grove Advisors, LLC5,961$268K0.03%-49913F-HRTimeline
Basepoint Wealth LLC5,947$267K0.21%-93613F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP5,932$266K0.05%-2,28313F-HRTimeline
RAHLFS CAPITAL, LLC5,930$266K0.26%13F-HR/ATimeline
LexAurum Advisors, LLC5,927$266K0.05%+8313F-HRTimeline
Checchi Capital Advisers, LLC5,921$266K0.02%-2,36513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,915$266K0.02%-87,66313F-HR/ATimeline
Partners in Financial Planning5,905$265K0.05%-23813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …5,904$265K<0.01%-6,59113F-HRTimelineGroup
L.M. KOHN & COMPANY5,897$265K0.07%-4,32013F-HRTimeline
Arete Wealth Advisors, LLC5,901$264K0.02%-15,85413F-HRTimeline
Hemenway Trust Co LLC5,828$262K0.02%-1,34613F-HRTimeline
Lauer Wealth, LLC5,760$259K0.17%-24313F-HRTimeline
Geneos Wealth Management Inc.5,757$258K0.01%-57,71113F-HRTimeline
VISION FINANCIAL MARKETS LLC5,746$258K0.28%13F-HRTimeline
Leo Wealth, LLC4,847$258K0.02%-1,20113F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…5,741$258K0.03%-1,12313F-HRTimeline
Grant/GrossMendelsohn, LLC5,727$257K0.13%-2,01013F-HRTimeline
Compass Ion Advisors, LLC5,713$256K0.03%-4,23813F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,706$256K0.01%+20413F-HRTimelineGroup
CAPITAL CITY TRUST CO/FL5,678$255K0.06%-19,79313F-HRTimeline
BARRETT & COMPANY, INC.5,678$255K0.11%-49613F-HRTimeline
SANDERS MORRIS HARRIS LLC5,674$255K0.04%013F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co5,657$254K0.01%013F-HRTimelineGroup
Greenland Capital Management LP5,644$253K0.05%new13F-HRTimeline
Truvestments Capital LLC5,640$253K0.07%-2213F-HRTimeline
AMARA FINANCIAL, LLC.5,632$253K0.23%013F-HRTimeline
Schechter Investment Advisors, LLC5,609$252K0.02%-5,63313F-HRTimeline
Robertson Stephens Wealth Management, L…5,588$251K0.01%-19213F-HRTimeline
WMS Partners, LLC5,587$251K0.01%-49813F-HRTimeline
Aveo Capital Partners, LLC5,567$250K0.03%new13F-HRTimeline
Warther Private Wealth, LLC5,567$250K0.08%-18,78013F-HRTimeline
WHITEBOX ADVISORS LLC5,550$249K0.01%new13F-HRTimeline
Root Financial Partners, LLC5,534$248K0.03%new13F-HRTimeline
AMERIFLEX GROUP, INC.4,380$247K0.11%13F-HRTimeline
Altus Wealth Group LLC5,501$247K0.11%+28713F-HRTimeline
ROCKLAND TRUST CO5,494$247K0.01%-90413F-HRTimeline
Meridian Financial Advisors, LLC5,457$245K0.17%-1,27413F-HRTimeline
Formidable Asset Management, LLC5,456$245K0.04%-1,58413F-HRTimeline
JNBA Financial Advisors5,438$244K0.02%-21613F-HRTimeline
HARBOUR INVESTMENTS, INC.5,416$243K0.01%+3913F-HRTimeline
Aspire Growth Partners LLC5,396$242K0.24%13F-HRTimeline
Integrated Investment Consultants, LLC5,370$241K0.05%-10,73413F-HR/ATimeline
Simmons Bankin group Simmons Bank5,360$241K0.02%-3,72813F-HRTimelineGroup
New Hampshire Trust5,332$239K0.05%-1,49513F-HRTimeline
Corps Capital Advisors, LLC5,329$239K0.24%13F-HRTimeline
Ballentine Partners, LLC5,314$239K<0.01%+79313F-HRTimeline
Sonora Investment Management Group, LLC5,284$237K0.02%-43,17913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,284$237K0.01%-3,29213F-HRTimeline
Carnegie Investment Counsel5,283$237K0.01%-1,53313F-HRTimeline
Abacus Planning Group, Inc.5,282$237K0.04%-26413F-HRTimeline
GM Advisory Group, LLC5,265$236K0.01%-1,98413F-HRTimeline
Plan Group Financial, LLC5,245$235K0.12%-4,69713F-HRTimeline
Empire Financial Management Company, LLC5,241$235K0.07%+47513F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC3,705$233K0.14%13F-HRTimeline