Institutional Ownership Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV). We have compiled data on the 1,784 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $78.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
3,810
shares
|
$1.53 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
3,794
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,778
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2024
Reduced 15.84%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,756
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
3,749
shares
|
$1.51 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
3,713
shares
|
$1.49 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.77%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,711
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,708
shares
|
$1.49 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,694
shares
|
$1.48 Million
0.27% of portfolio
|
Q2 2024
Added 46.41%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
3,694
shares
|
$1.48 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
3,690
shares
|
$1.48 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,649
shares
|
$1.47 Million
0.17% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,635
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2022
Reduced 0.66%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
3,621
shares
|
$1.46 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.84%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,587
shares
|
$1.44 Million
0.13% of portfolio
|
Q3 2023
Reduced 12.36%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,577
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 65.64%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,571
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,565
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2023
Added 2.86%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
3,535
shares
|
$1.42 Million
0.1% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
3,532
shares
|
$1.42 Million
1.59% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
3,469
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,418
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
3,410
shares
|
$1.37 Million
0.07% of portfolio
|
Q4 2024
Reduced 26.82%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,409
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2022
Reduced 6.14%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
3,400
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.72%
|