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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
653
shares
|
$262,865
0.12% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
653
shares
|
$262,865
0.02% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
653
shares
|
$262,865
0.0% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
650
shares
|
$261,657
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
649
shares
|
$261,254
0.12% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
644
shares
|
$259,242
0.13% of portfolio
|
Q2 2022
Reduced 95.57%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
644
shares
|
$259,242
0.03% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
644
shares
|
$259,242
0.04% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
643
shares
|
$258,839
0.03% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
643
shares
|
$258,839
0.31% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
640
shares
|
$257,632
0.07% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
640
shares
|
$257,632
0.17% of portfolio
|
Q1 2024
Reduced 16.34%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
636
shares
|
$256,021
0.16% of portfolio
|
Q4 2023
Reduced 5.22%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
635
shares
|
$255,619
0.16% of portfolio
|
Q1 2024
Reduced 84.94%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
634
shares
|
$255,216
0.04% of portfolio
|
Q3 2024
Reduced 83.08%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
632
shares
|
$254,411
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
628
shares
|
$252,801
0.14% of portfolio
|
Q4 2023
Added 2.95%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
628
shares
|
$252,801
0.23% of portfolio
|
Q3 2024
Reduced 26.38%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
628
shares
|
$252,801
0.06% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Washington Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
625
shares
|
$251,593
0.26% of portfolio
|
Q3 2021
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
625
shares
|
$251,593
0.02% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
624
shares
|
$251,191
0.02% of portfolio
|
Q3 2024
Added 24.06%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
623
shares
|
$250,788
0.04% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
622
shares
|
$250,386
0.03% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
621
shares
|
$249,983
0.01% of portfolio
|
Q3 2024
Reduced 2.2%
|