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 1,803 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $85.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
274
shares
|
$117,050
0.08% of portfolio
|
Q4 2024
Reduced 13.02%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
272
shares
|
$116,195
0.02% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
269
shares
|
$114,914
0.1% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
269
shares
|
$114,914
0.01% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
259
shares
|
$110,642
0.01% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
258
shares
|
$110,215
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
257
shares
|
$109,787
0.0% of portfolio
|
Q3 2019
Reduced 17.89%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
257
shares
|
$109,787
0.13% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
252
shares
|
$107,651
0.0% of portfolio
|
Q4 2024
Reduced 31.52%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
250
shares
|
$106,797
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
250
shares
|
$106,797
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
243
shares
|
$103,807
0.02% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
242
shares
|
$103,379
0.04% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
241
shares
|
$102,952
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
240
shares
|
$102,525
0.03% of portfolio
|
Q4 2024
Reduced 31.23%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
236
shares
|
$100,816
0.05% of portfolio
|
Q2 2024
Reduced 32.57%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
235
shares
|
$100,389
0.02% of portfolio
|
Q1 2024
Reduced 14.23%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
229
shares
|
$97,826
0.12% of portfolio
|
Q4 2024
Added 89.26%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
227
shares
|
$96,972
0.02% of portfolio
|
Q1 2023
Added 0.44%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
226
shares
|
$96,544
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
222
shares
|
$94,836
0.0% of portfolio
|
Q4 2024
Reduced 69.25%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
215
shares
|
$91,845
0.03% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
210
shares
|
$89,709
0.0% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
206
shares
|
$88,001
0.01% of portfolio
|
Q4 2024
Reduced 15.23%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
206
shares
|
$88,001
0.01% of portfolio
|
Q4 2024
Added 20500.0%
|