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 |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
595
shares
|
$238,886
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
595
shares
|
$238,886
0.33% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
594
shares
|
$238,485
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
593
shares
|
$238,083
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
590
shares
|
$236,879
0.09% of portfolio
|
Q1 2021
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
589
shares
|
$236,477
0.44% of portfolio
|
Q3 2023
Added 5.37%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
586
shares
|
$235,273
0.05% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
586
shares
|
$235,273
0.32% of portfolio
|
Q4 2023
Added 1.21%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
583
shares
|
$234,068
0.09% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
580
shares
|
$232,864
0.03% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
568
shares
|
$228,046
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
568
shares
|
$228,046
0.01% of portfolio
|
Q3 2024
Reduced 37.24%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
567
shares
|
$227,644
0.24% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
567
shares
|
$227,644
0.04% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
566
shares
|
$227,243
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
566
shares
|
$227,243
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
564
shares
|
$226,440
0.01% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
564
shares
|
$226,440
0.16% of portfolio
|
Q3 2024
Reduced 74.84%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
563
shares
|
$226,038
0.15% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
562
shares
|
$225,637
0.02% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
560
shares
|
$224,834
0.02% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
558
shares
|
$224,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
557
shares
|
$223,629
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
557
shares
|
$223,629
0.06% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
555
shares
|
$222,826
0.01% of portfolio
|
Q3 2024
Added 12.58%
|