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 1,854 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $75.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
771
shares
|
$294,545
0.13% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
770
shares
|
$294,163
0.04% of portfolio
|
Q4 2023
Added 41.8%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
768
shares
|
$293,399
0.03% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
768
shares
|
$293,399
0.03% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
767
shares
|
$293,017
0.06% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
765
shares
|
$292,252
0.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
765
shares
|
$292,252
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
|
$291,870
0.09% of portfolio
|
Q3 2024
Reduced 71.26%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
761
shares
|
$290,724
0.2% of portfolio
|
Q3 2024
Added 29.42%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
759
shares
|
$289,960
0.05% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
757
shares
|
$289,196
0.03% of portfolio
|
Q3 2024
Reduced 42.39%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
755
shares
|
$288,432
0.02% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
754
shares
|
$288,050
0.11% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
753
shares
|
$287,668
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
753
shares
|
$287,668
0.05% of portfolio
|
Q3 2024
Reduced 16.52%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
746
shares
|
$284,994
0.08% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
744
shares
|
$284,230
0.09% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
743
shares
|
$283,848
0.21% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
743
shares
|
$283,848
0.22% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
743
shares
|
$283,848
0.12% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
743
shares
|
$283,848
0.08% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
743
shares
|
$283,848
0.03% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
742
shares
|
$283,466
0.08% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
741
shares
|
$283,084
0.1% of portfolio
|
Q3 2024
Reduced 40.1%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
741
shares
|
$283,084
0.08% of portfolio
|
Q3 2024
New holding
|