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 1,861 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $79.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,523
shares
|
$613,083
0.03% of portfolio
|
Q3 2024
Added 26.29%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
1,518
shares
|
$611,070
0.19% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
1,517
shares
|
$610,668
0.02% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,512
shares
|
$608,655
0.02% of portfolio
|
Q1 2024
Added 14.11%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
1,511
shares
|
$608,253
1.24% of portfolio
|
Q4 2023
New holding
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
1,510
shares
|
$607,850
0.26% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
1,509
shares
|
$607,447
0.65% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
1,508
shares
|
$607,045
0.54% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,506
shares
|
$606,240
0.02% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,492
shares
|
$600,604
0.14% of portfolio
|
Q2 2024
Reduced 66.79%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,484
shares
|
$597,384
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,482
shares
|
$596,579
0.26% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,481
shares
|
$596,176
0.06% of portfolio
|
Q3 2024
Added 20.11%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,480
shares
|
$595,774
0.14% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
1,479
shares
|
$595,371
0.11% of portfolio
|
Q3 2024
Reduced 21.66%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
1,478
shares
|
$594,968
0.46% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,477
shares
|
$594,566
0.05% of portfolio
|
Q3 2024
Added 60.89%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,477
shares
|
$594,566
0.12% of portfolio
|
Q3 2022
Reduced 5.08%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,476
shares
|
$594,163
0.02% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
1,475
shares
|
$593,761
0.02% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
1,462
shares
|
$588,528
0.25% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,458
shares
|
$586,917
0.08% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
1,457
shares
|
$586,515
0.33% of portfolio
|
Q4 2023
Reduced 3.76%
|
|
|
Sara Bay Financial
|
Oct 07, 2024 Q3 2024 |
1,452
shares
|
$584,502
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
1,452
shares
|
$584,502
0.01% of portfolio
|
Q3 2024
New holding
|