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 |
|---|---|---|---|---|---|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
694
shares
|
$279,369
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
690
shares
|
$277,759
0.07% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
688
shares
|
$276,954
0.02% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
686
shares
|
$276,149
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
683
shares
|
$274,941
0.44% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
682
shares
|
$274,539
0.01% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
682
shares
|
$274,539
0.02% of portfolio
|
Q1 2024
Added 8.77%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
679
shares
|
$273,331
0.08% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
678
shares
|
$272,928
0.03% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
678
shares
|
$272,928
0.1% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
673
shares
|
$270,916
0.06% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
672
shares
|
$270,513
0.04% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
672
shares
|
$270,513
0.1% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
671
shares
|
$270,111
0.04% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
670
shares
|
$269,708
0.23% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
669
shares
|
$269,305
0.02% of portfolio
|
Q1 2024
Reduced 78.08%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
667
shares
|
$268,500
0.1% of portfolio
|
Q3 2024
Reduced 57.54%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
666
shares
|
$268,098
0.03% of portfolio
|
Q3 2024
Added 27.34%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
665
shares
|
$267,695
0.02% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
663
shares
|
$266,890
0.04% of portfolio
|
Q3 2024
Added 46.04%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
661
shares
|
$266,085
0.04% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
661
shares
|
$266,085
0.05% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
658
shares
|
$264,877
0.01% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
655
shares
|
$263,670
0.22% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
655
shares
|
$263,670
0.1% of portfolio
|
Q2 2024
Reduced 4.38%
|