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 |
|---|---|---|---|---|---|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
395
shares
|
$159,007
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
395
shares
|
$159,007
0.02% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
393
shares
|
$158,202
0.05% of portfolio
|
Q3 2024
Reduced 87.25%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
393
shares
|
$158,202
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
393
shares
|
$158,202
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
392
shares
|
$157,799
0.02% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
391
shares
|
$157,397
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
385
shares
|
$154,981
0.02% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
385
shares
|
$154,981
0.05% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
385
shares
|
$154,981
0.05% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
385
shares
|
$154,981
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
383
shares
|
$154,176
0.01% of portfolio
|
Q4 2023
Reduced 43.26%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
380
shares
|
$152,969
0.04% of portfolio
|
Q1 2022
Added 375.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
375
shares
|
$150,956
0.03% of portfolio
|
Q1 2024
Added 7.45%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
374
shares
|
$150,553
0.04% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
371
shares
|
$149,346
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
370
shares
|
$148,943
0.02% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
368
shares
|
$148,138
0.0% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
365
shares
|
$146,930
0.19% of portfolio
|
Q3 2022
Added 220.18%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
350
shares
|
$140,892
0.01% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
349
shares
|
$140,489
0.06% of portfolio
|
Q4 2023
Reduced 7.92%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
348
shares
|
$140,087
0.02% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
348
shares
|
$140,087
0.02% of portfolio
|
Q2 2024
Added 6.75%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
338
shares
|
$136,061
0.01% of portfolio
|
Q2 2024
Added 207.27%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
333
shares
|
$134,049
0.02% of portfolio
|
Q3 2024
Added 6.39%
|