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 |
|---|---|---|---|---|---|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
432
shares
|
$165,036
0.1% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
428
shares
|
$163,508
0.06% of portfolio
|
Q4 2023
Added 10.88%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
428
shares
|
$163,508
0.01% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
428
shares
|
$163,508
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
425
shares
|
$162,362
0.57% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
420
shares
|
$160,452
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
420
shares
|
$160,452
0.02% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
419
shares
|
$160,070
0.16% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
417
shares
|
$159,306
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
415
shares
|
$158,542
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
414
shares
|
$158,160
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
408
shares
|
$155,868
0.14% of portfolio
|
Q2 2024
Reduced 43.57%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
407
shares
|
$155,486
0.04% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
406
shares
|
$155,104
0.18% of portfolio
|
Q1 2024
Reduced 28.9%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
402
shares
|
$153,576
0.05% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
400
shares
|
$152,812
0.04% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
400
shares
|
$152,812
0.05% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
399
shares
|
$152,429
0.02% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
399
shares
|
$152,429
0.05% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
399
shares
|
$152,429
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
397
shares
|
$151,665
0.01% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
397
shares
|
$151,665
0.07% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
395
shares
|
$150,901
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
395
shares
|
$150,901
0.02% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
393
shares
|
$150,137
0.05% of portfolio
|
Q3 2024
Reduced 87.25%
|