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 |
|---|---|---|---|---|---|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
2,714
shares
|
$1.09 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,713
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
2,711
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2023
Reduced 5.57%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
2,710
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
2,702
shares
|
$1.09 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,700
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Added 196.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,697
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,688
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 103.95%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
2,664
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
2,662
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,661
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,655
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 28.32%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
2,639
shares
|
$1.06 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
2,635
shares
|
$1.06 Million
0.14% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,575
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2024
Added 354.14%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
2,567
shares
|
$1.03 Million
0.64% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,564
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,563
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2022
Added 140.88%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
2,557
shares
|
$1.03 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
2,553
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,546
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 126.51%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
2,544
shares
|
$1.02 Million
0.22% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,515
shares
|
$1.01 Million
0.35% of portfolio
|
Q1 2018
Reduced 6.85%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
2,515
shares
|
$1.01 Million
0.56% of portfolio
|
Q3 2024
Added 31.4%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
2,509
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 27.25%
|