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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,956
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,933
shares
|
$1.58 Million
0.2% of portfolio
|
Q1 2024
Added 1.94%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,922
shares
|
$1.58 Million
0.2% of portfolio
|
Q4 2023
Added 1.13%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
3,862
shares
|
$1.56 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,842
shares
|
$1.55 Million
0.08% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
3,824
shares
|
$1.54 Million
1.33% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
3,815
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 52.74%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,814
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,812
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2024
Added 55.72%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
3,810
shares
|
$1.53 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
3,794
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,778
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2024
Reduced 15.84%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,756
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
3,749
shares
|
$1.51 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Oak Thistle LLC
|
Nov 12, 2024 Q3 2024 |
3,744
shares
|
$1.51 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
3,731
shares
|
$1.5 Million
0.9% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
3,715
shares
|
$1.5 Million
0.41% of portfolio
|
Q4 2023
Reduced 0.03%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,711
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
3,695
shares
|
$1.49 Million
0.55% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,694
shares
|
$1.49 Million
0.27% of portfolio
|
Q2 2024
Added 46.41%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,649
shares
|
$1.47 Million
0.17% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,635
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2022
Reduced 0.66%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
3,600
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2019
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,587
shares
|
$1.44 Million
0.13% of portfolio
|
Q3 2023
Reduced 12.36%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,565
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2023
Added 2.86%
|