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 |
|---|---|---|---|---|---|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
1,074
shares
|
$431,200
0.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
1,073
shares
|
$430,798
0.03% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
1,070
shares
|
$429,594
0.02% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
1,068
shares
|
$428,791
0.01% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
1,064
shares
|
$427,185
0.17% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
1,064
shares
|
$427,185
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,050
shares
|
$421,564
0.18% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,049
shares
|
$421,163
0.07% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,049
shares
|
$421,163
0.05% of portfolio
|
Q3 2022
Reduced 4.72%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
1,045
shares
|
$419,557
0.33% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,044
shares
|
$419,155
0.01% of portfolio
|
Q3 2024
Added 48.51%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
1,037
shares
|
$416,345
0.11% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
1,034
shares
|
$415,140
0.04% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,029
shares
|
$413,133
0.1% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 29, 2024 Q3 2024 |
1,029
shares
|
$413,133
0.17% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
1,029
shares
|
$413,133
0.05% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
1,026
shares
|
$411,928
0.12% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
1,025
shares
|
$411,527
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,023
shares
|
$410,724
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,022
shares
|
$410,322
0.05% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
1,021
shares
|
$409,921
0.07% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
1,021
shares
|
$409,921
0.25% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
1,019
shares
|
$409,118
0.01% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,018
shares
|
$408,716
0.04% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,009
shares
|
$405,103
0.11% of portfolio
|
Q3 2024
New holding
|