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 $80.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
170
shares
|
$69,183
0.01% of portfolio
|
Q3 2024
Reduced 50.44%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
167
shares
|
$67,962
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
165
shares
|
$67,148
0.03% of portfolio
|
Q2 2024
Added 13.79%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
164
shares
|
$66,741
0.0% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
164
shares
|
$66,741
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
160
shares
|
$65,113
0.05% of portfolio
|
Q4 2023
Reduced 38.46%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
159
shares
|
$64,706
0.02% of portfolio
|
Q1 2024
Added 14.39%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
159
shares
|
$64,706
0.01% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
159
shares
|
$64,706
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
152
shares
|
$61,857
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
151
shares
|
$61,450
0.01% of portfolio
|
Q2 2024
Reduced 91.97%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
150
shares
|
$61,044
0.03% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
150
shares
|
$61,044
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
150
shares
|
$61,044
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
144
shares
|
$58,602
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
142
shares
|
$57,788
0.05% of portfolio
|
Q2 2024
Added 17.36%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
130
shares
|
$52,904
0.02% of portfolio
|
Q3 2023
Added 7.44%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
128
shares
|
$52,090
0.02% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
127
shares
|
$51,683
0.05% of portfolio
|
Q3 2022
Reduced 58.63%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
126
shares
|
$51,276
0.06% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
125
shares
|
$50,870
0.03% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
125
shares
|
$50,870
0.02% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
123
shares
|
$50,056
0.0% of portfolio
|
Q2 2024
Added 3.36%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
121
shares
|
$49,242
0.09% of portfolio
|
Q2 2024
Added 505.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
119
shares
|
$48,428
0.01% of portfolio
|
Q2 2024
Added 643.75%
|