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 |
|---|---|---|---|---|---|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
2,500
shares
|
$1 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
High Vista Strategies LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,500
shares
|
$1 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
2,459
shares
|
$988,468
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,454
shares
|
$986,458
1.06% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,454
shares
|
$986,458
0.92% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
2,416
shares
|
$971,183
0.28% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
2,416
shares
|
$971,183
0.83% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
2,415
shares
|
$970,781
0.19% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
2,410
shares
|
$968,771
0.12% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
2,399
shares
|
$964,350
0.03% of portfolio
|
Q3 2024
Added 72.59%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,389
shares
|
$960,330
0.19% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,388
shares
|
$959,928
0.15% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
2,364
shares
|
$950,280
0.43% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
2,359
shares
|
$948,270
0.15% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,355
shares
|
$946,662
0.34% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
2,353
shares
|
$945,858
0.05% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
2,350
shares
|
$944,653
0.45% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,349
shares
|
$944,251
0.04% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
2,346
shares
|
$943,045
0.1% of portfolio
|
Q3 2024
Added 38.33%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
2,343
shares
|
$941,839
0.02% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,326
shares
|
$935,005
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
2,324
shares
|
$934,201
0.3% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,319
shares
|
$932,191
0.11% of portfolio
|
Q3 2024
Added 201.56%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
2,307
shares
|
$927,367
0.36% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
2,300
shares
|
$924,554
0.12% of portfolio
|
Q3 2024
Reduced 90.77%
|