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 1,794 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $78.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
28
shares
|
$11,226
0.0% of portfolio
|
Q3 2019
Reduced 86.92%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
27
shares
|
$10,825
0.01% of portfolio
|
Q3 2024
Reduced 80.71%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
26
shares
|
$10,424
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
25
shares
|
$10,024
0.0% of portfolio
|
Q4 2024
Reduced 84.28%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
25
shares
|
$10,024
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
24
shares
|
$9,623
0.0% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
22
shares
|
$8,821
0.0% of portfolio
|
Q3 2024
Reduced 82.4%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
22
shares
|
$8,821
0.0% of portfolio
|
Q2 2024
Added 214.29%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
22
shares
|
$8,821
0.01% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
22
shares
|
$8,821
0.0% of portfolio
|
Q3 2024
Reduced 24.14%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
21
shares
|
$8,420
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
21
shares
|
$8,420
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
21
shares
|
$8,420
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
20
shares
|
$8,019
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
18
shares
|
$7,217
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
18
shares
|
$7,217
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
16
shares
|
$6,415
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
16
shares
|
$6,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
16
shares
|
$6,415
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
16
shares
|
$6,415
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
16
shares
|
$6,415
0.0% of portfolio
|
Q4 2023
Reduced 15.79%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
15
shares
|
$6,014
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
15
shares
|
$6,014
0.0% of portfolio
|
Q2 2023
Reduced 40.0%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
15
shares
|
$6,014
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
14
shares
|
$5,613
0.0% of portfolio
|
Q4 2022
Reduced 17.65%
|