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 1,861 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $79.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
1,760
shares
|
$708,488
0.06% of portfolio
|
Q3 2024
Added 159.59%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
1,760
shares
|
$708,488
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
1,748
shares
|
$703,657
0.03% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
1,747
shares
|
$703,254
0.75% of portfolio
|
Q2 2022
Reduced 2.57%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,745
shares
|
$702,449
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
1,744
shares
|
$702,047
0.72% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
1,743
shares
|
$701,644
0.33% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
1,732
shares
|
$697,216
1.43% of portfolio
|
Q2 2022
Added 102.34%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
1,714
shares
|
$689,970
0.1% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
1,710
shares
|
$688,360
0.05% of portfolio
|
Q3 2024
Reduced 84.51%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
1,709
shares
|
$687,957
0.01% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,689
shares
|
$679,906
0.16% of portfolio
|
Q3 2024
Added 114.89%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,684
shares
|
$677,894
0.08% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
1,682
shares
|
$677,089
0.03% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,678
shares
|
$675,478
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
1,674
shares
|
$673,868
0.3% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
1,669
shares
|
$671,855
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
1,667
shares
|
$671,050
0.18% of portfolio
|
Q3 2024
Added 110.21%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
1,666
shares
|
$670,648
0.21% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,661
shares
|
$668,635
0.07% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
1,656
shares
|
$666,622
0.49% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
1,656
shares
|
$666,622
0.29% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
1,650
shares
|
$664,207
0.4% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,650
shares
|
$664,207
0.02% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,628
shares
|
$655,351
0.09% of portfolio
|
Q3 2024
Reduced 1.15%
|