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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
942
shares
|
$379,202
0.06% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
935
shares
|
$376,384
0.04% of portfolio
|
Q3 2024
Reduced 22.34%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
934
shares
|
$375,981
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Nov 04, 2024 Q3 2024 |
932
shares
|
$375,176
0.21% of portfolio
|
Q3 2024
Added 23.44%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
926
shares
|
$372,761
0.11% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
926
shares
|
$372,761
0.1% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
925
shares
|
$372,358
0.13% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
922
shares
|
$371,151
0.14% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
918
shares
|
$369,540
0.09% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
911
shares
|
$366,723
0.1% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
908
shares
|
$365,515
0.13% of portfolio
|
Q1 2024
Added 21.07%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
908
shares
|
$365,515
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
907
shares
|
$365,112
0.44% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
906
shares
|
$364,710
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
901
shares
|
$362,697
0.18% of portfolio
|
Q4 2020
Added 15.36%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
901
shares
|
$362,697
0.03% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
900
shares
|
$362,295
0.0% of portfolio
|
Q3 2024
Reduced 97.85%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
892
shares
|
$359,074
0.03% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
886
shares
|
$356,659
0.67% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
885
shares
|
$356,256
0.01% of portfolio
|
Q2 2024
Reduced 25.88%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
881
shares
|
$354,646
0.33% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
880
shares
|
$354,244
0.05% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
877
shares
|
$353,036
0.11% of portfolio
|
Q2 2023
Added 3.79%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
876
shares
|
$352,633
0.21% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
875
shares
|
$352,231
0.07% of portfolio
|
Q3 2024
New holding
|