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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
2,980
shares
|
$1.2 Million
0.18% of portfolio
|
Q4 2022
Reduced 2.33%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
2,980
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 71.52%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,956
shares
|
$1.19 Million
0.1% of portfolio
|
Q4 2022
Reduced 25.13%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
2,950
shares
|
$1.19 Million
2.1% of portfolio
|
Q3 2022
Reduced 14.49%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
2,936
shares
|
$1.18 Million
0.14% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,931
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2022
Added 6.39%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,896
shares
|
$1.16 Million
0.61% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
2,887
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
2,880
shares
|
$1.16 Million
0.78% of portfolio
|
Q3 2023
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
2,866
shares
|
$1.15 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
2,863
shares
|
$1.15 Million
1.21% of portfolio
|
Q3 2024
Reduced 25.98%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,851
shares
|
$1.15 Million
0.28% of portfolio
|
Q4 2024
Added 19.79%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
2,842
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2024
Added 24.87%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
2,826
shares
|
$1.14 Million
0.37% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
2,826
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
2,819
shares
|
$1.13 Million
0.26% of portfolio
|
Q3 2024
Added 84.01%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,808
shares
|
$1.13 Million
0.35% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
2,794
shares
|
$1.12 Million
0.55% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
2,793
shares
|
$1.12 Million
0.23% of portfolio
|
Q4 2023
Reduced 15.18%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
2,757
shares
|
$1.11 Million
0.61% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,752
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
2,750
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
2,740
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,723
shares
|
$1.09 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,715
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 21.85%
|