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 1,801 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $89.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,484
shares
|
$644,471
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,477
shares
|
$641,431
0.12% of portfolio
|
Q3 2022
Reduced 5.08%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
1,475
shares
|
$640,563
0.07% of portfolio
|
Q4 2024
Added 34.58%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
1,473
shares
|
$639,694
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,469
shares
|
$637,957
0.02% of portfolio
|
Q4 2024
Added 20.31%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
1,468
shares
|
$637,523
0.13% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
1,460
shares
|
$634,048
0.09% of portfolio
|
Q4 2024
Reduced 20.22%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
1,458
shares
|
$633,180
0.03% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
1,457
shares
|
$632,745
0.33% of portfolio
|
Q4 2023
Reduced 3.76%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,455
shares
|
$631,877
0.16% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
1,454
shares
|
$631,443
0.01% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,453
shares
|
$631,008
0.03% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,443
shares
|
$626,666
0.12% of portfolio
|
Q4 2024
Reduced 40.27%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
1,441
shares
|
$625,797
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
1,436
shares
|
$623,626
0.21% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
1,429
shares
|
$620,586
0.06% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
1,425
shares
|
$618,849
0.03% of portfolio
|
Q4 2024
Added 114.29%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,415
shares
|
$614,506
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
1,414
shares
|
$614,071
0.03% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
1,407
shares
|
$611,031
0.16% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,404
shares
|
$609,729
0.03% of portfolio
|
Q4 2024
Reduced 25.24%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
1,403
shares
|
$609,294
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
1,401
shares
|
$608,426
0.02% of portfolio
|
Q4 2024
Reduced 19.85%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
1,395
shares
|
$605,820
0.01% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,395
shares
|
$605,820
0.22% of portfolio
|
Q4 2024
Reduced 0.57%
|