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 |
|---|---|---|---|---|---|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
1,006
shares
|
$404,965
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,006
shares
|
$404,965
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
1,002
shares
|
$403,355
0.02% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
1,002
shares
|
$403,355
0.15% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
1,001
shares
|
$402,952
0.01% of portfolio
|
Q2 2024
Added 6.38%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
1,000
shares
|
$402,550
0.1% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$402,550
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
996
shares
|
$400,939
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
993
shares
|
$399,732
0.03% of portfolio
|
Q3 2024
Added 14.4%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
988
shares
|
$397,719
0.15% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
987
shares
|
$397,316
0.01% of portfolio
|
Q3 2024
Added 23.22%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
983
shares
|
$395,706
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
982
shares
|
$395,304
0.04% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
978
shares
|
$393,693
0.21% of portfolio
|
Q3 2024
Reduced 21.0%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
977
shares
|
$393,291
0.35% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
971
shares
|
$390,876
0.37% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
970
shares
|
$390,473
0.06% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
967
shares
|
$389,265
0.33% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
965
shares
|
$388,460
0.01% of portfolio
|
Q3 2024
Reduced 30.38%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
963
shares
|
$387,655
0.49% of portfolio
|
Q4 2023
Reduced 23.81%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
962
shares
|
$387,253
0.23% of portfolio
|
Q2 2024
Added 8.95%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
959
shares
|
$386,045
0.28% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
954
shares
|
$384,032
0.13% of portfolio
|
Q2 2023
Reduced 10.84%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
947
shares
|
$381,214
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
942
shares
|
$379,202
0.09% of portfolio
|
Q3 2022
New holding
|