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 |
|---|---|---|---|---|---|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
873
shares
|
$351,426
0.25% of portfolio
|
Q3 2024
Added 13.52%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
871
shares
|
$350,621
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
867
shares
|
$349,010
0.19% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
865
shares
|
$348,205
0.6% of portfolio
|
Q1 2024
Reduced 13.93%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
864
shares
|
$347,803
0.1% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
863
shares
|
$347,400
0.17% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
860
shares
|
$346,193
0.04% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
857
shares
|
$344,985
0.03% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
855
shares
|
$344,180
0.03% of portfolio
|
Q3 2024
Added 28.38%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
854
shares
|
$343,777
0.01% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
854
shares
|
$343,777
0.02% of portfolio
|
Q2 2024
Added 12.96%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
853
shares
|
$343,375
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
848
shares
|
$341,362
0.08% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
846
shares
|
$340,557
0.02% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
846
shares
|
$340,557
0.14% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
842
shares
|
$338,947
0.08% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
840
shares
|
$338,142
0.01% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
840
shares
|
$338,142
0.0% of portfolio
|
Q3 2024
Added 75.73%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
838
shares
|
$337,336
0.0% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
837
shares
|
$336,934
0.02% of portfolio
|
Q3 2024
Added 13.57%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
837
shares
|
$336,934
0.03% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
834
shares
|
$335,726
0.08% of portfolio
|
Q3 2024
Added 22.29%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
830
shares
|
$334,116
0.21% of portfolio
|
Q4 2023
Added 18.74%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
826
shares
|
$332,506
0.05% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
826
shares
|
$332,506
0.14% of portfolio
|
Q3 2024
Reduced 7.81%
|