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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
64
shares
|
$27,340
0.01% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
62
shares
|
$26,485
0.01% of portfolio
|
Q2 2022
Reduced 43.12%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
62
shares
|
$26,485
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
60
shares
|
$25,631
0.0% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
60
shares
|
$25,631
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
60
shares
|
$25,631
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
60
shares
|
$25,631
0.01% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
59
shares
|
$25,204
0.0% of portfolio
|
Q3 2021
Added 18.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
57
shares
|
$24,349
0.01% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
57
shares
|
$24,349
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
56
shares
|
$23,922
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
56
shares
|
$23,922
0.0% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
55
shares
|
$23,495
0.0% of portfolio
|
Q2 2023
Added 266.67%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
54
shares
|
$23,068
0.0% of portfolio
|
Q4 2024
Reduced 88.91%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
54
shares
|
$23,068
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
54
shares
|
$23,068
0.0% of portfolio
|
Q1 2024
Reduced 35.71%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
52
shares
|
$22,213
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
52
shares
|
$22,213
0.0% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
52
shares
|
$22,213
0.0% of portfolio
|
Q4 2024
Added 477.78%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
50
shares
|
$21,359
0.01% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
50
shares
|
$21,359
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
50
shares
|
$21,359
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$21,359
0.01% of portfolio
|
Q4 2022
Reduced 5.66%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
50
shares
|
$21,359
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
50
shares
|
$21,359
0.01% of portfolio
|
Q4 2024
New holding
|