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 1,862 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 $79.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,545
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Added 15.25%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
3,535
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
3,532
shares
|
$1.44 Million
1.59% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
3,495
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2024
Added 3.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,474
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
3,472
shares
|
$1.41 Million
0.26% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
3,469
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,409
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2022
Reduced 6.14%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,397
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 182.38%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
3,352
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.1%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,352
shares
|
$1.36 Million
0.99% of portfolio
|
Q3 2024
Added 171.86%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,347
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
3,335
shares
|
$1.36 Million
0.54% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,297
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2024
Added 25.41%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
3,293
shares
|
$1.34 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
3,290
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
3,277
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
3,277
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
3,228
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 20.02%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,226
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
3,209
shares
|
$1.31 Million
0.32% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
3,172
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
3,164
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,134
shares
|
$1.28 Million
2.17% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
3,124
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2024
Added 0.22%
|