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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
1,573
shares
|
$630,710
0.09% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
1,570
shares
|
$629,507
0.04% of portfolio
|
Q4 2024
Reduced 42.51%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
1,555
shares
|
$623,492
0.04% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,554
shares
|
$623,091
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
1,552
shares
|
$622,289
0.09% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,551
shares
|
$621,888
0.0% of portfolio
|
Q3 2024
Added 26.1%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,526
shares
|
$611,864
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
1,525
shares
|
$611,464
0.09% of portfolio
|
Q3 2023
Reduced 3.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,523
shares
|
$610,662
0.03% of portfolio
|
Q3 2024
Added 26.29%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
1,516
shares
|
$607,855
0.07% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
1,514
shares
|
$607,053
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,512
shares
|
$606,251
0.22% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,512
shares
|
$606,251
0.02% of portfolio
|
Q1 2024
Added 14.11%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
1,511
shares
|
$605,850
1.24% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,510
shares
|
$605,449
0.04% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
1,509
shares
|
$605,048
0.65% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
1,508
shares
|
$604,647
0.54% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,506
shares
|
$603,845
0.02% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,492
shares
|
$598,232
0.14% of portfolio
|
Q2 2024
Reduced 66.79%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,484
shares
|
$595,024
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,482
shares
|
$594,222
0.26% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,480
shares
|
$593,420
0.14% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
1,479
shares
|
$593,019
0.11% of portfolio
|
Q3 2024
Reduced 21.66%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
1,478
shares
|
$592,618
0.46% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,477
shares
|
$592,217
0.05% of portfolio
|
Q3 2024
Added 60.89%
|