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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
433
shares
|
$173,845
0.01% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
432
shares
|
$173,443
0.1% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
428
shares
|
$171,837
0.06% of portfolio
|
Q4 2023
Added 10.88%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
428
shares
|
$171,837
0.01% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
428
shares
|
$171,837
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
425
shares
|
$170,633
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
425
shares
|
$170,633
0.57% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
420
shares
|
$168,625
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
420
shares
|
$168,625
0.02% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
419
shares
|
$168,224
0.16% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
417
shares
|
$167,421
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
416
shares
|
$167,019
0.08% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
415
shares
|
$166,618
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
414
shares
|
$166,216
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
408
shares
|
$163,807
0.14% of portfolio
|
Q2 2024
Reduced 43.57%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
407
shares
|
$163,406
0.04% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
406
shares
|
$163,004
0.18% of portfolio
|
Q1 2024
Reduced 28.9%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
405
shares
|
$162,603
0.06% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
402
shares
|
$161,398
0.05% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
400
shares
|
$160,596
0.04% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
400
shares
|
$160,596
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
399
shares
|
$160,194
0.02% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
399
shares
|
$160,194
0.05% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
399
shares
|
$160,194
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
397
shares
|
$159,391
0.01% of portfolio
|
Q3 2024
Reduced 9.15%
|