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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
73
shares
|
$28,743
0.01% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
71
shares
|
$27,956
0.02% of portfolio
|
Q3 2024
Added 57.78%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
70
shares
|
$27,562
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
70
shares
|
$27,562
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
69
shares
|
$27,168
0.03% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
69
shares
|
$27,168
0.03% of portfolio
|
Q3 2024
Reduced 88.27%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
68
shares
|
$26,775
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
66
shares
|
$25,987
0.0% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
66
shares
|
$25,987
0.01% of portfolio
|
Q1 2021
Reduced 17.5%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
66
shares
|
$25,987
0.01% of portfolio
|
Q3 2024
Added 53.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
64
shares
|
$25,200
0.01% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
62
shares
|
$24,412
0.01% of portfolio
|
Q2 2022
Reduced 43.12%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
62
shares
|
$24,412
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
61
shares
|
$24,018
0.01% of portfolio
|
Q3 2024
Added 32.61%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
60
shares
|
$23,625
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
59
shares
|
$23,231
0.0% of portfolio
|
Q3 2021
Added 18.0%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
59
shares
|
$23,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
59
shares
|
$23,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
58
shares
|
$22,837
0.0% of portfolio
|
Q1 2024
Reduced 14.71%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
58
shares
|
$22,837
0.0% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
56
shares
|
$22,050
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
55
shares
|
$21,656
0.0% of portfolio
|
Q2 2023
Added 266.67%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
54
shares
|
$21,262
0.0% of portfolio
|
Q1 2024
Reduced 35.71%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
53
shares
|
$20,868
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
52
shares
|
$20,475
0.01% of portfolio
|
Q3 2024
New holding
|