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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,669
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
4,660
shares
|
$1.88 Million
0.12% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,650
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,629
shares
|
$1.86 Million
0.3% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
4,621
shares
|
$1.86 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
4,584
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
4,571
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
4,555
shares
|
$1.83 Million
0.36% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
4,547
shares
|
$1.83 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,518
shares
|
$1.82 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
4,497
shares
|
$1.81 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
4,473
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,454
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2023
Added 6.15%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,454
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Paralel Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,403
shares
|
$1.77 Million
0.1% of portfolio
|
Q2 2024
Added 5.84%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
4,384
shares
|
$1.77 Million
0.55% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,378
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
4,367
shares
|
$1.76 Million
0.12% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
4,319
shares
|
$1.74 Million
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
4,316
shares
|
$1.74 Million
0.55% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
4,310
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.45%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,284
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
4,270
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 1933.33%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
4,252
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
4,251
shares
|
$1.71 Million
1.96% of portfolio
|
Q3 2024
Added 2.36%
|