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 $79.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
5,798
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,758
shares
|
$2.32 Million
0.19% of portfolio
|
Q3 2024
Reduced 26.45%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
5,744
shares
|
$2.31 Million
2.1% of portfolio
|
Q3 2024
Added 39.79%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,730
shares
|
$2.31 Million
0.02% of portfolio
|
Q3 2024
Reduced 54.56%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
5,678
shares
|
$2.29 Million
0.55% of portfolio
|
Q3 2023
Added 7.8%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
5,670
shares
|
$2.28 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,527
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
5,519
shares
|
$2.22 Million
0.06% of portfolio
|
Q3 2024
Reduced 50.5%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
5,499
shares
|
$2.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
5,494
shares
|
$2.21 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
5,438
shares
|
$2.19 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
5,415
shares
|
$2.18 Million
0.09% of portfolio
|
Q3 2024
Reduced 14.72%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
5,385
shares
|
$2.17 Million
0.56% of portfolio
|
Q3 2024
Added 25.06%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
5,353
shares
|
$2.16 Million
1.67% of portfolio
|
Q3 2024
Added 36.04%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
5,350
shares
|
$2.15 Million
0.6% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
5,331
shares
|
$2.15 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
5,295
shares
|
$2.13 Million
0.75% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
5,250
shares
|
$2.11 Million
1.62% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,234
shares
|
$2.11 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
5,231
shares
|
$2.11 Million
0.62% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
5,204
shares
|
$2.1 Million
0.07% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,202
shares
|
$2.1 Million
1.26% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,180
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Castellan Group
Louisville, KY |
Nov 25, 2024 Q3 2024 |
5,169
shares
|
$2.08 Million
1.14% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
5,111
shares
|
$2.06 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.34%
|