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 1,802 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $89.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
676
shares
|
$288,780
0.03% of portfolio
|
Q4 2024
Reduced 55.7%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
669
shares
|
$285,790
0.0% of portfolio
|
Q4 2024
Added 26.94%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
669
shares
|
$285,790
0.02% of portfolio
|
Q1 2024
Reduced 78.08%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
669
shares
|
$285,790
0.01% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
667
shares
|
$284,935
0.08% of portfolio
|
Q3 2024
Reduced 57.54%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
666
shares
|
$284,508
0.01% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
662
shares
|
$282,799
0.03% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
661
shares
|
$282,372
0.04% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
660
shares
|
$281,945
0.02% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
658
shares
|
$281,091
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
657
shares
|
$280,663
0.01% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
655
shares
|
$279,809
0.06% of portfolio
|
Q2 2024
Reduced 4.38%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
650
shares
|
$277,673
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
649
shares
|
$277,246
0.12% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
649
shares
|
$277,246
0.07% of portfolio
|
Q4 2024
Reduced 45.28%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
647
shares
|
$276,391
0.02% of portfolio
|
Q4 2024
Reduced 15.76%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
647
shares
|
$276,391
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
644
shares
|
$275,110
0.21% of portfolio
|
Q4 2024
Reduced 29.0%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
644
shares
|
$275,110
0.13% of portfolio
|
Q2 2022
Reduced 95.57%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
644
shares
|
$275,110
0.02% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
643
shares
|
$274,683
0.02% of portfolio
|
Q4 2024
Added 32.3%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
643
shares
|
$274,683
0.21% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
641
shares
|
$273,828
0.05% of portfolio
|
Q4 2024
Reduced 88.02%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
640
shares
|
$273,401
0.13% of portfolio
|
Q1 2024
Reduced 16.34%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
640
shares
|
$273,401
0.13% of portfolio
|
Q3 2024
Added 44.14%
|