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 |
|---|---|---|---|---|---|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,245
shares
|
$904,173
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
2,242
shares
|
$902,965
0.06% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,230
shares
|
$898,132
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
2,229
shares
|
$897,729
0.03% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,225
shares
|
$896,118
0.36% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
2,223
shares
|
$895,313
0.39% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,215
shares
|
$892,091
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,206
shares
|
$888,466
0.07% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
2,200
shares
|
$886,050
0.15% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,195
shares
|
$884,036
0.14% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
2,174
shares
|
$875,578
0.33% of portfolio
|
Q1 2024
Added 88.72%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,168
shares
|
$873,162
0.08% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
2,164
shares
|
$871,551
0.02% of portfolio
|
Q2 2024
Added 216.84%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,156
shares
|
$868,329
0.0% of portfolio
|
Q3 2024
Reduced 68.53%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
2,150
shares
|
$865,912
0.04% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,149
shares
|
$865,509
0.02% of portfolio
|
Q3 2024
Added 25.97%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
2,141
shares
|
$862,287
0.07% of portfolio
|
Q3 2024
Reduced 23.12%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
2,136
shares
|
$860,274
0.14% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
2,135
shares
|
$859,871
0.05% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,121
shares
|
$854,232
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,117
shares
|
$852,621
0.14% of portfolio
|
Q3 2024
Added 29.64%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
2,112
shares
|
$850,608
0.93% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
2,111
shares
|
$850,205
0.03% of portfolio
|
Q3 2024
Reduced 26.45%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$845,775
0.11% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
2,093
shares
|
$842,955
0.17% of portfolio
|
Q3 2024
Reduced 18.34%
|