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 |
|---|---|---|---|---|---|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
792
shares
|
$317,560
0.07% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
790
shares
|
$316,758
0.31% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
789
shares
|
$316,357
0.05% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
789
shares
|
$316,357
0.06% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
787
shares
|
$315,555
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
784
shares
|
$314,352
0.02% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
784
shares
|
$314,352
0.01% of portfolio
|
Q1 2024
Added 66.45%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
783
shares
|
$313,951
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
778
shares
|
$311,946
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
777
shares
|
$311,545
0.07% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
777
shares
|
$311,545
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
775
shares
|
$310,744
0.01% of portfolio
|
Q3 2024
Added 49.9%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
775
shares
|
$310,744
0.23% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
773
shares
|
$309,942
0.1% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
772
shares
|
$309,541
0.03% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
771
shares
|
$309,140
0.09% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
770
shares
|
$308,739
0.04% of portfolio
|
Q4 2023
Added 41.8%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
768
shares
|
$307,937
0.03% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
768
shares
|
$307,937
0.03% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
767
shares
|
$307,536
0.06% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
767
shares
|
$307,536
0.09% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
765
shares
|
$306,734
0.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
765
shares
|
$306,734
0.16% of portfolio
|
Q3 2024
Added 37.34%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
764
shares
|
$306,333
0.09% of portfolio
|
Q3 2024
Reduced 71.26%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
762
shares
|
$305,531
0.06% of portfolio
|
Q4 2024
Reduced 16.36%
|