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 |
|---|---|---|---|---|---|
|
Trust CO Of Kansas
Wichita, KS |
Oct 08, 2024 Q3 2024 |
492
shares
|
$187,958
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
490
shares
|
$187,194
0.04% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
487
shares
|
$186,048
0.02% of portfolio
|
Q3 2024
Added 368.27%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
486
shares
|
$185,666
0.03% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
485
shares
|
$185,284
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
485
shares
|
$185,284
0.01% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
484
shares
|
$184,902
0.0% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
482
shares
|
$184,138
0.06% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
478
shares
|
$182,610
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
478
shares
|
$182,610
0.03% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
475
shares
|
$181,464
0.18% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
474
shares
|
$181,082
0.01% of portfolio
|
Q2 2022
Reduced 17.42%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
474
shares
|
$181,082
0.06% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
474
shares
|
$181,082
0.07% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
473
shares
|
$180,700
0.11% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
469
shares
|
$179,172
0.03% of portfolio
|
Q3 2024
Reduced 32.71%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
468
shares
|
$178,790
0.02% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
465
shares
|
$177,643
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
464
shares
|
$177,261
0.2% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
463
shares
|
$176,879
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
462
shares
|
$176,497
0.13% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
460
shares
|
$175,733
0.01% of portfolio
|
Q3 2024
Reduced 35.39%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
459
shares
|
$175,351
0.01% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
459
shares
|
$175,351
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
458
shares
|
$174,969
0.07% of portfolio
|
Q3 2024
Reduced 12.6%
|