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 1,788 institutions that hold shares in the stock, with a total of 203 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 |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
1,458
shares
|
$567,526
0.03% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
1,457
shares
|
$567,137
0.33% of portfolio
|
Q4 2023
Reduced 3.76%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,455
shares
|
$566,358
0.16% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
1,454
shares
|
$565,969
0.01% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,453
shares
|
$565,580
0.03% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,443
shares
|
$561,687
0.12% of portfolio
|
Q4 2024
Reduced 40.27%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
1,441
shares
|
$560,909
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
1,436
shares
|
$558,963
0.21% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
1,429
shares
|
$556,238
0.06% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
1,428
shares
|
$555,849
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
1,425
shares
|
$554,681
0.03% of portfolio
|
Q4 2024
Added 114.29%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,415
shares
|
$550,788
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
1,414
shares
|
$550,399
0.03% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,408
shares
|
$548,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
1,407
shares
|
$547,674
0.16% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,404
shares
|
$546,507
0.03% of portfolio
|
Q4 2024
Reduced 25.24%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
1,403
shares
|
$546,117
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
1,401
shares
|
$545,339
0.02% of portfolio
|
Q4 2024
Reduced 19.85%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
1,395
shares
|
$543,003
0.01% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,395
shares
|
$543,003
0.22% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
1,387
shares
|
$539,889
0.33% of portfolio
|
Q4 2024
Added 14.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
1,383
shares
|
$538,332
0.02% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
1,380
shares
|
$537,165
0.24% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
1,379
shares
|
$536,775
0.29% of portfolio
|
Q4 2024
Reduced 15.19%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
1,366
shares
|
$531,715
0.02% of portfolio
|
Q4 2024
Reduced 50.99%
|