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 |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
2,577
shares
|
$1.04 Million
0.67% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,570
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
2,567
shares
|
$1.03 Million
0.64% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,563
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2022
Added 140.88%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
2,554
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2024
Added 4.24%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
2,550
shares
|
$1.03 Million
0.65% of portfolio
|
Q2 2024
Reduced 5.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,546
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Added 126.51%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,515
shares
|
$1.01 Million
0.35% of portfolio
|
Q1 2018
Reduced 6.85%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
2,515
shares
|
$1.01 Million
0.56% of portfolio
|
Q3 2024
Added 31.4%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
2,509
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
2,500
shares
|
$1.01 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
High Vista Strategies LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,500
shares
|
$1.01 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
2,488
shares
|
$1 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
2,481
shares
|
$999,222
0.3% of portfolio
|
Q3 2024
Added 21.26%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,479
shares
|
$998,417
0.02% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
2,465
shares
|
$992,778
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
2,455
shares
|
$988,751
0.0% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,454
shares
|
$988,348
1.06% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,454
shares
|
$988,348
0.92% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2,445
shares
|
$984,723
0.21% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,427
shares
|
$977,474
0.18% of portfolio
|
Q2 2024
Added 182.21%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
2,416
shares
|
$973,044
0.28% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
2,416
shares
|
$973,044
0.83% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,407
shares
|
$969,419
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
2,399
shares
|
$966,197
0.03% of portfolio
|
Q3 2024
Added 72.59%
|