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 |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
1,366
shares
|
$547,711
0.02% of portfolio
|
Q4 2024
Reduced 50.99%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,365
shares
|
$547,310
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
1,359
shares
|
$544,904
0.08% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
1,350
shares
|
$541,296
0.09% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
1,343
shares
|
$538,489
0.37% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,340
shares
|
$537,286
0.34% of portfolio
|
Q4 2024
Reduced 24.25%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
1,337
shares
|
$536,083
0.03% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,332
shares
|
$534,078
0.07% of portfolio
|
Q4 2022
Reduced 1.19%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,327
shares
|
$532,073
0.13% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,325
shares
|
$531,272
0.03% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
1,323
shares
|
$530,470
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,322
shares
|
$530,069
0.02% of portfolio
|
Q4 2024
Added 56.26%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,320
shares
|
$529,267
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,318
shares
|
$528,465
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
1,314
shares
|
$526,861
0.01% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,314
shares
|
$526,861
0.02% of portfolio
|
Q3 2024
Added 254.18%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
1,314
shares
|
$526,861
0.07% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,311
shares
|
$525,658
0.02% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,300
shares
|
$521,248
0.02% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
1,299
shares
|
$520,847
0.02% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
1,297
shares
|
$520,045
0.52% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,286
shares
|
$515,634
0.1% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,271
shares
|
$509,620
0.21% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
1,266
shares
|
$507,615
0.01% of portfolio
|
Q4 2024
Reduced 24.73%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
1,263
shares
|
$506,412
0.05% of portfolio
|
Q2 2024
Reduced 0.94%
|