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 1,860 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 $77.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
109
shares
|
$42,918
0.02% of portfolio
|
Q1 2023
Added 3.81%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
109
shares
|
$42,918
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
105
shares
|
$41,343
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
104
shares
|
$40,950
0.01% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
100
shares
|
$39,375
0.01% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
100
shares
|
$39,375
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
100
shares
|
$39,375
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
99
shares
|
$38,981
0.01% of portfolio
|
Q3 2022
Added 5.32%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
98
shares
|
$38,587
0.01% of portfolio
|
Q3 2024
Added 24.05%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
97
shares
|
$38,193
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
97
shares
|
$38,193
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
95
shares
|
$37,406
0.01% of portfolio
|
Q3 2024
Added 46.15%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
94
shares
|
$37,012
0.02% of portfolio
|
Q2 2024
Added 9.3%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
93
shares
|
$36,618
0.02% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
91
shares
|
$35,831
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
86
shares
|
$33,862
0.0% of portfolio
|
Q3 2023
Reduced 18.87%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
85
shares
|
$33,468
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
85
shares
|
$33,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
76
shares
|
$29,925
0.0% of portfolio
|
Q3 2024
Reduced 43.28%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
76
shares
|
$29,925
0.02% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
75
shares
|
$29,531
0.0% of portfolio
|
Q4 2023
Added 1.35%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
75
shares
|
$29,531
0.01% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
75
shares
|
$29,531
0.0% of portfolio
|
Q2 2023
Reduced 27.18%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
75
shares
|
$29,531
0.0% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
75
shares
|
$29,531
0.02% of portfolio
|
Q1 2023
Reduced 58.56%
|