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 |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,327
shares
|
$534,183
0.13% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,325
shares
|
$533,378
0.03% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
1,323
shares
|
$532,573
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,320
shares
|
$531,366
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,318
shares
|
$530,560
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
1,318
shares
|
$530,560
0.5% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,315
shares
|
$529,353
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
1,314
shares
|
$528,950
0.01% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,314
shares
|
$528,950
0.02% of portfolio
|
Q3 2024
Added 254.18%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
1,303
shares
|
$524,522
0.15% of portfolio
|
Q3 2024
Added 44.3%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
1,300
shares
|
$523,315
0.36% of portfolio
|
Q4 2023
Reduced 18.75%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
1,297
shares
|
$522,107
0.52% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,286
shares
|
$517,679
0.1% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,271
shares
|
$511,641
0.21% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
1,268
shares
|
$510,433
0.18% of portfolio
|
Q4 2023
Reduced 66.35%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,266
shares
|
$509,628
0.04% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
1,263
shares
|
$508,420
0.05% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
1,262
shares
|
$508,018
0.09% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
1,262
shares
|
$508,018
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,261
shares
|
$507,615
0.1% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
1,261
shares
|
$507,615
0.14% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,261
shares
|
$507,615
0.06% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
1,260
shares
|
$507,213
0.06% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,254
shares
|
$504,797
0.07% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,250
shares
|
$503,187
0.09% of portfolio
|
Q3 2024
Reduced 1.42%
|