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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
90
shares
|
$38,447
0.01% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
87
shares
|
$37,165
0.0% of portfolio
|
Q4 2024
Reduced 20.18%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
85
shares
|
$36,311
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
82
shares
|
$35,029
0.0% of portfolio
|
Q4 2024
Added 24.24%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
82
shares
|
$35,029
0.0% of portfolio
|
Q4 2024
Reduced 31.09%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
80
shares
|
$34,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
78
shares
|
$33,320
0.0% of portfolio
|
Q4 2024
Reduced 58.95%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
78
shares
|
$33,320
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
76
shares
|
$32,466
0.01% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
76
shares
|
$32,466
0.02% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
75
shares
|
$32,039
0.0% of portfolio
|
Q4 2023
Added 1.35%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
75
shares
|
$32,039
0.01% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
75
shares
|
$32,039
0.0% of portfolio
|
Q2 2023
Reduced 27.18%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
75
shares
|
$32,039
0.02% of portfolio
|
Q1 2023
Reduced 58.56%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
74
shares
|
$31,612
0.0% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
71
shares
|
$30,330
0.01% of portfolio
|
Q4 2024
Reduced 61.41%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
70
shares
|
$29,903
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
70
shares
|
$29,903
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
70
shares
|
$29,903
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
69
shares
|
$29,476
0.02% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
68
shares
|
$29,048
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
67
shares
|
$28,621
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
66
shares
|
$28,194
0.0% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
66
shares
|
$28,194
0.0% of portfolio
|
Q4 2024
Reduced 97.09%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
66
shares
|
$28,194
0.01% of portfolio
|
Q1 2021
Reduced 17.5%
|