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 $79.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
2,826
shares
|
$1.14 Million
0.37% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
2,826
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
2,819
shares
|
$1.14 Million
0.26% of portfolio
|
Q3 2024
Added 84.01%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,808
shares
|
$1.13 Million
0.35% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
2,793
shares
|
$1.12 Million
0.23% of portfolio
|
Q4 2023
Reduced 15.18%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
2,787
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2024
Reduced 27.35%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
2,757
shares
|
$1.11 Million
0.61% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
2,741
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
2,740
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,738
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
2,731
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,724
shares
|
$1.1 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,713
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
2,713
shares
|
$1.09 Million
1.19% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,711
shares
|
$1.09 Million
0.11% of portfolio
|
Q4 2023
Reduced 5.57%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
2,710
shares
|
$1.09 Million
0.67% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,700
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Added 196.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,697
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
2,677
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
2,664
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,661
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,655
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 28.32%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
2,639
shares
|
$1.06 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
2,635
shares
|
$1.06 Million
0.14% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
2,591
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.56%
|