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 |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
741
shares
|
$297,504
0.1% of portfolio
|
Q3 2024
Reduced 40.1%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
741
shares
|
$297,504
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
739
shares
|
$296,701
0.12% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
736
shares
|
$295,496
0.14% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
733
shares
|
$294,292
0.17% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
730
shares
|
$293,087
0.14% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
730
shares
|
$293,087
0.01% of portfolio
|
Q3 2024
Added 16.06%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
730
shares
|
$293,087
0.14% of portfolio
|
Q2 2023
Reduced 7.01%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
729
shares
|
$292,686
0.04% of portfolio
|
Q2 2024
Reduced 5.2%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
722
shares
|
$289,875
0.02% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
721
shares
|
$289,474
0.03% of portfolio
|
Q3 2024
Added 43.91%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
720
shares
|
$289,072
0.25% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
716
shares
|
$287,466
0.01% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
716
shares
|
$287,466
0.2% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
715
shares
|
$287,065
0.05% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
709
shares
|
$284,656
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
704
shares
|
$282,648
0.09% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
701
shares
|
$281,444
0.02% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
700
shares
|
$281,043
0.01% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
700
shares
|
$281,043
0.07% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
700
shares
|
$281,043
0.1% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
700
shares
|
$281,043
0.05% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2024 Q3 2024 |
700
shares
|
$281,043
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
699
shares
|
$280,641
0.2% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
695
shares
|
$279,035
0.04% of portfolio
|
Q2 2024
Reduced 0.14%
|