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 1,794 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $78.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,996
shares
|
$800,316
0.07% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
1,976
shares
|
$792,296
0.06% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
1,972
shares
|
$790,693
0.38% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
1,967
shares
|
$788,688
0.34% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
1,965
shares
|
$787,886
0.71% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
1,961
shares
|
$786,282
0.11% of portfolio
|
Q3 2024
Added 791.36%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
1,953
shares
|
$783,074
0.02% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
1,947
shares
|
$780,669
0.37% of portfolio
|
Q3 2024
Added 15.76%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,945
shares
|
$779,867
0.02% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,942
shares
|
$778,664
0.02% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,938
shares
|
$777,060
0.07% of portfolio
|
Q2 2022
Added 58.85%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,919
shares
|
$769,442
0.06% of portfolio
|
Q4 2024
Reduced 33.14%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,910
shares
|
$765,833
0.03% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
1,910
shares
|
$765,833
0.75% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,901
shares
|
$762,224
0.04% of portfolio
|
Q2 2020
Reduced 2.93%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
1,900
shares
|
$761,824
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
1,894
shares
|
$759,418
0.04% of portfolio
|
Q1 2023
Reduced 4.1%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,878
shares
|
$753,002
0.02% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
1,870
shares
|
$749,795
0.57% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
1,868
shares
|
$748,993
0.01% of portfolio
|
Q2 2023
Reduced 82.75%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
1,856
shares
|
$744,181
0.06% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,854
shares
|
$743,379
0.01% of portfolio
|
Q2 2024
Added 15.08%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,850
shares
|
$741,776
0.13% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,848
shares
|
$740,974
0.29% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
1,844
shares
|
$739,370
0.14% of portfolio
|
Q4 2024
Reduced 0.27%
|