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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
Princeton Global Asset Management LLC924$41.5K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…917$41.2K0.01%-92713F-HRTimeline
Transcendent Capital Group LLC917$41.2K0.02%-93613F-HRTimeline
WEST PACES ADVISORS INC.906$40.7K0.01%013F-HRTimeline
Bangor Savings Bank905$40.6K<0.01%-48913F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…884$39.7K<0.01%013F-HRTimeline
Standard Family Office LLC854$38.3K0.05%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P852$38K<0.01%-1,35013F-HRTimelineGroup
Indiana Trust & Investment Management Co834$37.4K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/830$37.3K0.02%013F-HRTimeline
MidAtlantic Capital Management, Inc.827$37.1K0.03%+43713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN820$36.8K<0.01%013F-HRTimeline
Compass Planning Associates Inc818$36.7K0.04%13F-HRTimeline
Kennebec Savings Bank708$36.5K0.04%-10213F-HRTimeline
Financial Perspectives, Inc805$36.1K0.01%+46613F-HRTimeline
Bogart Wealth, LLC801$36K<0.01%-30713F-HRTimeline
Keener Financial Planning LLC783$35K0.02%013F-HRTimeline
Venturi Wealth Management, LLC774$34.7K<0.01%+11713F-HRTimeline
SYNTAX RESEARCH, INC.772$34.7K0.02%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC740$33.2K0.03%+39013F-HRTimeline
Mascoma Wealth Management LLC723$32.5K0.01%-66713F-HRTimeline
FIRST UNITED BANK & TRUST710$31.9K0.01%-76013F-HRTimeline
McIlrath & Eck, LLC707$31.8K<0.01%+17413F-HRTimeline
Heritage Wealth Advisors700$31.4K<0.01%013F-HRTimeline
New England Capital Financial Advisors …699$31.4K0.02%-2813F-HRTimeline
Financial Network Wealth Advisors LLC699$31.4K0.06%-1,00713F-HRTimeline
Capital Advisors, Ltd. LLC687$31K<0.01%-29913F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC672$30.2K<0.01%-1,57713F-HRTimeline
North Ridge Wealth Advisors, Inc.668$30K0.02%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.665$29.9K0.01%013F-HRTimeline
Bray Capital Advisors650$29.2K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.650$29.2K0.02%13F-HRTimeline
Stonebridge Financial Group, LLC628$28.2K<0.01%13F-HRTimeline
Ridgewood Investments LLC626$28.1K0.01%+45013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich556$27.6K<0.01%+3813F-HRTimeline
SITTNER & NELSON, LLC607$27.2K0.01%-1,31113F-HRTimeline
HOEY INVESTMENTS, INC600$26.9K<0.01%-20013F-HRTimeline
ORG Partners LLC591$26.5K<0.01%-613F-HRTimeline
Operose Advisors LLC590$26.5K0.01%-1,87313F-HRTimeline
Paladin Advisory Group, LLC574$25.8K0.02%013F-HRTimeline
Cornerstone Planning Group LLC452$25.4K0.01%-1313F-HRTimeline
FIRST COMMUNITY TRUST NA562$25.2K0.02%013F-HRTimeline
AllSquare Wealth Management LLC550$24.7K0.01%013F-HRTimeline
West Branch Capital LLC540$24.2K0.01%-913F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S540$24K<0.01%013F-HRTimelineGroup
Whipplewood Advisors, LLC529$23.7K0.01%13F-HRTimeline
VSM Wealth Advisory, LLC525$23.6K0.01%13F-HRTimeline
HighMark Wealth Management LLC511$22.9K0.01%-1,32413F-HRTimeline
Clearstead Trust, LLC500$22.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.500$22.4K0.01%13F-HRTimeline
Pillar Financial Advisors, LLC500$22.4K0.02%13F-HRTimeline
Hemington Wealth Management510$22K0.01%+1713F-HRTimeline
Continuum Advisory, LLC480$21.6K<0.01%+11213F-HRTimeline
Battery Global Advisors, LLC478$21.5K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC470$21.1K0.01%+7013F-HRTimeline
Cyrus J. Lawrence, LLC486$21K<0.01%-1,30513F-HRTimeline
GW&K Investment Management, LLC457$21K<0.01%-20513F-HRTimeline
Castleview Partners, LLC470$20.8K0.01%+7313F-HR/ATimeline
CoreFirst Bank & Trust460$20.6K0.01%013F-HRTimeline
Private Wealth Management Group, LLC457$20.5K0.01%-7513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.452$20.3K<0.01%+24213F-HRTimeline
Wingate Wealth Advisors, Inc.450$20.2K0.02%13F-HRTimeline
Altshuler Shaham Ltd447$20.1K<0.01%+4913F-HRTimeline
Canton Hathaway, LLC456$20K<0.01%013F-HRTimeline
Core Alternative Capital443$19.9K<0.01%+513F-HRTimeline
Washington Trust Advisors, Inc.440$19.8K<0.01%013F-HRTimeline
Riverview Trust Co436$19.6K0.02%-42113F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH435$19.5K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.294$19.5K0.01%-1,20513F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department414$18.6K0.01%13F-HRTimelineGroup
Caldwell Trust Co413$18.5K<0.01%013F-HRTimeline
Pacifica Partners Inc.410$18.1K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST400$18K<0.01%013F-HRTimeline
Performa Ltd (US), LLC400$18K0.01%new13F-HRTimeline
Painted Porch Advisors LLC399$17.9K0.01%+27613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC391$17.5K0.01%13F-HRTimeline
Cedar Mountain Advisors, LLC371$16.7K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC366$16.4K<0.01%-31313F-HRTimeline
Anderson Financial Strategies, LLC364$16.3K0.01%13F-HRTimeline
Legacy Investment Solutions, LLC302$16.3K0.01%-19813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…302$16.3K0.01%-19813F-HRTimelineGroup
Centerpoint Advisors, LLC362$16K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC353$15.8K<0.01%-93613F-HRTimeline
Granite FO LLC350$15.7K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC348$15.6K0.01%13F-HRTimeline
FSA Wealth Management LLC343$15.4K0.01%+113F-HRTimeline
Roxbury Financial LLC256$15.4K0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…342$15.4K0.01%+213F-HRTimeline
Global Trust Asset Management, LLC340$15.3K0.01%-9,78813F-HRTimeline
Redwood Park Advisors LLC336$15.1K0.01%13F-HRTimeline
Aster Capital Management (DIFC) Ltd331$14.9K0.01%new13F-HRTimeline
Mainstream Capital Management LLC325$14.6K0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC325$14.6K0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.258$14.6K0.01%new13F-HRTimeline
Red Tortoise LLC310$13.9K0.01%+8813F-HRTimeline
Kohmann Bosshard Financial Services, LLC309$13.9K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC304$13.6K0.01%+413F-HRTimeline
Dunhill Financial, LLC303$13.6K0.01%-5913F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC300$13.5K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton294$13.2K<0.01%-1,01013F-HRTimeline
Abound Wealth Management290$13K<0.01%-19413F-HRTimeline
PrairieView Partners, LLC310$13K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…300$13K<0.01%013F-HRTimelineGroup
Bank & Trust Co285$12.8K0.01%013F-HRTimeline
Sherman Asset Management, Inc.283$12.7K0.01%13F-HRTimeline
WealthCollab, LLC280$12.6K0.01%+25813F-HRTimeline
Decker Retirement Planning Inc.275$12.3K0.01%13F-HRTimeline
Lowe Wealth Advisors, LLC273$12.2K0.01%+1213F-HRTimeline
WPG Advisers, LLC268$12K0.01%13F-HRTimeline
Financial Freedom, LLC260$11.7K0.01%+313F-HRTimeline
Pacific Center for Financial Services250$11.2K<0.01%013F-HRTimeline
ATWOOD & PALMER INC250$11.2K<0.01%-5,00013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC250$11.2K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC250$11.2K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.247$11.1K0.01%-3013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC175$11K<0.01%new13F-HRTimelineGroup
Centricity Wealth Management, LLC244$11K0.01%13F-HRTimeline
Financial Life Planners243$10.9K0.01%13F-HRTimeline
SWAN Capital LLC242$10.9K0.01%013F-HRTimeline
IAG Wealth Partners, LLC235$10.5K<0.01%+213F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.222$9.96K0.05%new13F-HRTimeline
Transce3nd, LLC222$9.96K<0.01%13F-HRTimeline
MOTCO220$9.88K<0.01%-10213F-HRTimeline
Promus Capital, LLC217$9.74K0.01%13F-HR/ATimeline
Union Bancaire Privee, UBP SA213$9.36K<0.01%13F-HR/ATimeline
Bell Investment Advisors, Inc207$9.29K<0.01%-13613F-HRTimeline
EnRich Financial Partners LLC207$9.29K<0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD205$9.2K<0.01%-48813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.204$9.16K<0.01%13F-HRTimeline
West Financial Advisors, LLC203$9.11K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC200$8.98K0.01%013F-HRTimeline
10Elms LLP200$8.98K0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…200$8.98K<0.01%-31713F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.198$8.89K0.01%13F-HRTimeline
Greenline Partners, LLC196$8.8K<0.01%new13F-HRTimeline
YANKCOM Partnership190$8.53K<0.01%13F-HRTimeline
Eagle Bay Advisors LLC188$8.44K0.01%-1,13413F-HRTimeline
Rakuten Securities, Inc.188$8.44K<0.01%+14513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.187$8.39K0.01%13F-HRTimeline
Avion Wealth191$8K<0.01%+2213F-HRTimeline
GoalVest Advisory LLC177$7.95K<0.01%new13F-HRTimeline
LOUISBOURG INVESTMENTS INC.175$7.86K<0.01%-2013F-HRTimeline
DHJJ Financial Advisors, Ltd.172$7.74K<0.01%013F-HRTimeline
JDM Financial Group LLC170$7.63K<0.01%-1713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC164$7.36K<0.01%-6,42513F-HRTimeline
Rialto Wealth Management, LLC164$7.36K<0.01%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC160$7.18K<0.01%new13F-HRTimeline
Stephens Consulting, LLC155$6.96K<0.01%-16413F-HRTimeline
NCP Inc.154$6.9K<0.01%013F-HRTimeline
TD Capital Management LLC150$6.74K<0.01%-1,11313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT150$6.73K<0.01%013F-HRTimeline
Costello Asset Management, INC150$6.73K<0.01%013F-HRTimeline
First Pacific Financial150$6.73K<0.01%-7213F-HRTimeline
MRP Capital Investments, LLC150$6.73K0.01%new13F-HRTimeline
Pineridge Advisors LLC149$6.67K<0.01%+10013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP147$6.59K<0.01%-18813F-HRTimeline
WR Wealth Planners, LLC145$6.51K<0.01%+2413F-HRTimeline
Financial Management Professionals, Inc.139$6.24K<0.01%-4713F-HRTimeline
DiNuzzo Private Wealth, Inc.135$6.04K<0.01%-1713F-HRTimeline
Creekmur Asset Management LLC128$5.75K<0.01%-2613F-HRTimeline
Legend Financial Advisors, Inc.125$5.61K<0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC125$5.61K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.124$5.57K<0.01%13F-HR/ATimeline
Mowery & Schoenfeld Wealth Management, …120$5.39K0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC119$5.34K<0.01%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA116$5.21K<0.01%+6413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.115$5.16K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.114$5.12K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.111$4.98K<0.01%-16013F-HRTimeline
STEPH & CO108$4.85K<0.01%-43913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC108$4.85K<0.01%013F-HRTimeline
Collier Financial108$4.85K<0.01%13F-HRTimeline
SIERRA OCEAN, LLC105$4.72K<0.01%13F-HRTimeline
Laurel Wealth Advisors LLC105$4.71K<0.01%013F-HRTimeline
Putney Financial Group LLC104$4.67K<0.01%13F-HRTimeline
TruNorth Capital Management, LLC100$4.49K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC100$4.49K<0.01%-11213F-HRTimeline
POM Investment Strategies, LLC94$4.22K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates94$4.22K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…91$4.08K<0.01%13F-HRTimeline
AlphaMark Advisors, LLC100$4K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC71$4K<0.01%013F-HRTimeline
Front Row Advisors LLC85$3.81K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC76$3.42K<0.01%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…73$3.28K<0.01%013F-HRTimelineGroup
Catherine Avery Investment Management L…73$3.28K<0.01%13F-HR/ATimeline
Robinswood Financial LLC72$3.23K<0.01%013F-HRTimeline
Atlatl Advisers LLC71$3.19K<0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV72$3K<0.01%-27313F-HRTimeline
Kozak & Associates, Inc.63$2.89K<0.01%-1,03213F-HRTimeline
Clark Wealth Partners64$2.87K<0.01%13F-HRTimeline
Aspect Partners, LLC62$2.78K<0.01%013F-HRTimeline
Cedar Wealth Management, LLC55$2.47K<0.01%013F-HRTimeline
Coastline Trust Co50$2.25K<0.01%-5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beacon Capital Management, LLC47$2.09K<0.01%-34313F-HRTimeline
Mattson Financial Services, LLC33$2.08K<0.01%-17,02413F-HRTimeline
True Wealth Design, LLC45$2.03K<0.01%-93313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…44$2K<0.01%-2613F-HRTimelineGroup
PayPay Securities Corp44$1.98K0.09%+1013F-HRTimeline
CONQUIS FINANCIAL LLC42$1.89K<0.01%13F-HRTimeline