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 |
|---|---|---|---|---|---|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
515
shares
|
$196,745
0.14% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
514
shares
|
$196,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
514
shares
|
$196,363
0.02% of portfolio
|
Q3 2024
Added 23.26%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
513
shares
|
$195,981
0.0% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
511
shares
|
$195,217
0.02% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
511
shares
|
$195,217
0.08% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
509
shares
|
$194,453
0.03% of portfolio
|
Q3 2024
Reduced 37.32%
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
509
shares
|
$194,453
0.17% of portfolio
|
Q2 2024
Added 12.61%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
508
shares
|
$194,071
0.04% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
506
shares
|
$193,307
0.04% of portfolio
|
Q3 2024
Added 26.5%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
506
shares
|
$193,307
0.02% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
503
shares
|
$192,161
0.0% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
503
shares
|
$192,161
0.07% of portfolio
|
Q3 2024
Added 275.37%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
502
shares
|
$191,779
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
501
shares
|
$191,397
0.03% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
501
shares
|
$191,397
0.16% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$191,015
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
500
shares
|
$191,015
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
499
shares
|
$190,632
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
499
shares
|
$190,632
0.06% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
499
shares
|
$190,632
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
497
shares
|
$189,868
0.01% of portfolio
|
Q1 2024
Reduced 13.86%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
496
shares
|
$189,486
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
492
shares
|
$187,958
0.01% of portfolio
|
Q3 2024
Reduced 27.54%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
492
shares
|
$187,958
0.02% of portfolio
|
Q4 2023
Reduced 14.43%
|