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 |
|---|---|---|---|---|---|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
4,245
shares
|
$1.71 Million
1.53% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,189
shares
|
$1.69 Million
0.07% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
4,188
shares
|
$1.69 Million
0.15% of portfolio
|
Q3 2022
Added 1.5%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,186
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,176
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2024
Added 44.75%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
4,161
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2024
Reduced 95.42%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
4,124
shares
|
$1.66 Million
0.4% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
4,097
shares
|
$1.65 Million
0.92% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
4,088
shares
|
$1.65 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
4,082
shares
|
$1.64 Million
0.84% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
4,064
shares
|
$1.64 Million
0.81% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
4,059
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
4,051
shares
|
$1.63 Million
0.2% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,039
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
4,037
shares
|
$1.63 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
4,035
shares
|
$1.63 Million
1.86% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
4,020
shares
|
$1.62 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
4,012
shares
|
$1.62 Million
0.29% of portfolio
|
Q2 2024
Added 12.82%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,010
shares
|
$1.62 Million
0.2% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
4,010
shares
|
$1.62 Million
0.8% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$1.61 Million
0.26% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
3,982
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2024
Added 39.47%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,973
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
3,971
shares
|
$1.6 Million
1.2% of portfolio
|
Q3 2024
Added 1.22%
|