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 1,794 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 $78.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
75
shares
|
$30,072
0.0% of portfolio
|
Q4 2023
Added 1.35%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
75
shares
|
$30,072
0.01% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
75
shares
|
$30,072
0.0% of portfolio
|
Q2 2023
Reduced 27.18%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
75
shares
|
$30,072
0.0% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
75
shares
|
$30,072
0.02% of portfolio
|
Q1 2023
Reduced 58.56%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
73
shares
|
$29,270
0.01% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
71
shares
|
$28,468
0.01% of portfolio
|
Q4 2024
Reduced 61.41%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
71
shares
|
$28,468
0.02% of portfolio
|
Q3 2024
Added 57.78%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
70
shares
|
$28,067
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
70
shares
|
$28,067
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
69
shares
|
$27,666
0.02% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
69
shares
|
$27,666
0.03% of portfolio
|
Q3 2024
Reduced 88.27%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
68
shares
|
$27,265
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
66
shares
|
$26,463
0.0% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
66
shares
|
$26,463
0.0% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
66
shares
|
$26,463
0.01% of portfolio
|
Q1 2021
Reduced 17.5%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
64
shares
|
$25,661
0.01% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
62
shares
|
$24,859
0.01% of portfolio
|
Q2 2022
Reduced 43.12%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
62
shares
|
$24,859
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
60
shares
|
$24,057
0.0% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
60
shares
|
$24,057
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
60
shares
|
$24,057
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
60
shares
|
$24,057
0.01% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
59
shares
|
$23,656
0.0% of portfolio
|
Q3 2021
Added 18.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
59
shares
|
$23,656
0.0% of portfolio
|
Q3 2024
New holding
|