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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
1,691
shares
|
$678,023
0.01% of portfolio
|
Q4 2024
Reduced 26.54%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,689
shares
|
$677,221
0.16% of portfolio
|
Q3 2024
Added 114.89%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,684
shares
|
$675,216
0.08% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,683
shares
|
$674,815
0.16% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,681
shares
|
$674,013
0.21% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,678
shares
|
$672,810
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,667
shares
|
$668,400
0.09% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
1,666
shares
|
$667,999
0.21% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
1,666
shares
|
$667,999
0.07% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,661
shares
|
$665,994
0.07% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
1,656
shares
|
$663,989
0.49% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,650
shares
|
$661,584
0.02% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,628
shares
|
$652,762
0.09% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
1,626
shares
|
$651,960
0.52% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,622
shares
|
$650,357
0.03% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,622
shares
|
$650,357
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
1,618
shares
|
$648,753
0.07% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
1,612
shares
|
$646,347
0.51% of portfolio
|
Q3 2022
Added 12.81%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
1,609
shares
|
$645,144
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
1,607
shares
|
$644,342
0.02% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,606
shares
|
$643,941
0.33% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
1,597
shares
|
$640,333
0.03% of portfolio
|
Q2 2021
Added 0.88%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
1,586
shares
|
$635,922
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
1,585
shares
|
$635,521
0.06% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
1,582
shares
|
$634,318
0.07% of portfolio
|
Q3 2024
Reduced 2.65%
|