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 |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
1,186
shares
|
$475,538
0.16% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
1,185
shares
|
$475,137
0.14% of portfolio
|
Q3 2024
Added 38.11%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,182
shares
|
$473,934
0.05% of portfolio
|
Q3 2022
Added 5.44%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
1,179
shares
|
$472,731
0.09% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,178
shares
|
$472,330
0.11% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,177
shares
|
$471,929
0.18% of portfolio
|
Q3 2024
Reduced 44.77%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
1,172
shares
|
$469,925
0.08% of portfolio
|
Q4 2024
Added 40.53%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,170
shares
|
$469,123
0.42% of portfolio
|
Q2 2024
Added 11.75%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,169
shares
|
$468,722
0.01% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
1,166
shares
|
$467,519
0.18% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
1,163
shares
|
$466,316
0.03% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
1,153
shares
|
$462,306
0.12% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
1,152
shares
|
$461,905
0.93% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
1,149
shares
|
$460,703
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,146
shares
|
$459,500
0.05% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,138
shares
|
$456,292
0.04% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
1,134
shares
|
$454,688
0.1% of portfolio
|
Q3 2024
Reduced 16.74%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
1,126
shares
|
$451,480
0.21% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
1,121
shares
|
$449,476
0.17% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
1,118
shares
|
$448,273
0.02% of portfolio
|
Q4 2024
Reduced 52.39%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,118
shares
|
$448,273
0.04% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
1,116
shares
|
$447,471
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
1,111
shares
|
$445,466
0.24% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,109
shares
|
$444,664
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,108
shares
|
$444,263
0.04% of portfolio
|
Q4 2024
Added 1.84%
|