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 |
|---|---|---|---|---|---|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
552
shares
|
$222,207
0.17% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
551
shares
|
$221,805
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
550
shares
|
$221,402
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
550
shares
|
$221,402
0.1% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
546
shares
|
$219,792
0.01% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
546
shares
|
$219,792
0.02% of portfolio
|
Q2 2022
Reduced 15.48%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
542
shares
|
$218,182
0.07% of portfolio
|
Q4 2023
Reduced 11.44%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
542
shares
|
$218,182
0.17% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
540
shares
|
$217,377
0.03% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
540
shares
|
$217,377
0.02% of portfolio
|
Q3 2024
Reduced 96.74%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
540
shares
|
$217,377
0.08% of portfolio
|
Q3 2024
Added 23.57%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
538
shares
|
$216,571
0.12% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
537
shares
|
$216,169
0.04% of portfolio
|
Q3 2022
Added 31.62%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
536
shares
|
$215,766
0.01% of portfolio
|
Q2 2024
Added 3.28%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
534
shares
|
$214,961
0.11% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
533
shares
|
$214,559
0.03% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
531
shares
|
$213,754
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
531
shares
|
$213,754
0.15% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
530
shares
|
$213,351
0.08% of portfolio
|
Q2 2024
Added 23.26%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
529
shares
|
$212,948
0.01% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
527
shares
|
$212,143
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
525
shares
|
$211,338
0.06% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
523
shares
|
$210,533
0.15% of portfolio
|
Q3 2024
Added 34.1%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
523
shares
|
$210,533
0.07% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
521
shares
|
$209,728
0.04% of portfolio
|
Q2 2024
Added 14.19%
|