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 |
|---|---|---|---|---|---|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
826
shares
|
$331,630
0.14% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
824
shares
|
$330,827
0.15% of portfolio
|
Q3 2024
Reduced 92.36%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
819
shares
|
$328,820
0.03% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
818
shares
|
$328,418
0.05% of portfolio
|
Q3 2024
Reduced 41.07%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
815
shares
|
$327,214
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
812
shares
|
$326,009
0.24% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
812
shares
|
$326,009
0.08% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
810
shares
|
$325,206
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
809
shares
|
$324,805
0.04% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
801
shares
|
$321,593
0.09% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
800
shares
|
$321,192
0.08% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
796
shares
|
$319,586
0.03% of portfolio
|
Q4 2023
Added 10.86%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
793
shares
|
$318,381
0.08% of portfolio
|
Q3 2024
Reduced 24.4%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
792
shares
|
$317,980
0.1% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
790
shares
|
$317,177
0.31% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
789
shares
|
$316,775
0.05% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
784
shares
|
$314,768
0.02% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
784
shares
|
$314,768
0.01% of portfolio
|
Q1 2024
Added 66.45%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
783
shares
|
$314,366
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
780
shares
|
$313,162
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
777
shares
|
$311,957
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
775
shares
|
$311,154
0.01% of portfolio
|
Q3 2024
Added 49.9%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
775
shares
|
$311,154
0.23% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
774
shares
|
$310,753
0.1% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
773
shares
|
$310,351
0.1% of portfolio
|
Q3 2024
Added 0.13%
|