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 |
|---|---|---|---|---|---|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
672
shares
|
$269,445
0.04% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
672
shares
|
$269,445
0.1% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
671
shares
|
$269,044
0.04% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
670
shares
|
$268,643
0.23% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
669
shares
|
$268,242
0.02% of portfolio
|
Q1 2024
Reduced 78.08%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
667
shares
|
$267,440
0.08% of portfolio
|
Q3 2024
Reduced 57.54%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
665
shares
|
$266,638
0.02% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
663
shares
|
$265,836
0.04% of portfolio
|
Q3 2024
Added 46.04%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
661
shares
|
$265,034
0.04% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
661
shares
|
$265,034
0.05% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
660
shares
|
$264,633
0.02% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
657
shares
|
$263,430
0.01% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
655
shares
|
$262,628
0.22% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
655
shares
|
$262,628
0.06% of portfolio
|
Q2 2024
Reduced 4.38%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
653
shares
|
$261,826
0.12% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
653
shares
|
$261,826
0.02% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
653
shares
|
$261,826
0.0% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
650
shares
|
$260,624
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
649
shares
|
$260,223
0.12% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
644
shares
|
$258,218
0.21% of portfolio
|
Q4 2024
Reduced 29.0%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
644
shares
|
$258,218
0.13% of portfolio
|
Q2 2022
Reduced 95.57%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
644
shares
|
$258,218
0.03% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
644
shares
|
$258,218
0.04% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
643
shares
|
$257,817
0.03% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
643
shares
|
$257,817
0.31% of portfolio
|
Q3 2024
Added 4.89%
|