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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,936
shares
|
$779,724
0.04% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
1,910
shares
|
$769,252
0.75% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
1,906
shares
|
$767,641
0.03% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,901
shares
|
$765,627
0.04% of portfolio
|
Q2 2020
Reduced 2.93%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
1,900
shares
|
$765,225
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,897
shares
|
$764,016
0.08% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
1,894
shares
|
$762,808
0.04% of portfolio
|
Q1 2023
Reduced 4.1%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,878
shares
|
$756,364
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
1,870
shares
|
$753,142
0.57% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
1,868
shares
|
$752,337
0.01% of portfolio
|
Q2 2023
Reduced 82.75%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
1,856
shares
|
$747,504
0.07% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,854
shares
|
$746,698
0.01% of portfolio
|
Q2 2024
Added 15.08%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,850
shares
|
$745,087
0.13% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
1,849
shares
|
$744,684
0.18% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,848
shares
|
$744,282
0.29% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
1,830
shares
|
$737,032
0.15% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
1,823
shares
|
$734,213
0.07% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
1,819
shares
|
$732,602
0.0% of portfolio
|
Q4 2023
Added 23.83%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,807
shares
|
$727,769
0.33% of portfolio
|
Q2 2024
Added 9.32%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
1,793
shares
|
$722,130
0.02% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
1,783
shares
|
$718,103
0.06% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
1,774
shares
|
$714,478
0.15% of portfolio
|
Q1 2024
Reduced 28.12%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
1,769
shares
|
$712,464
0.62% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,767
shares
|
$711,659
0.14% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
1,762
shares
|
$709,645
0.32% of portfolio
|
Q3 2024
Added 17.31%
|