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 |
|---|---|---|---|---|---|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
1,626
shares
|
$654,546
0.52% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,622
shares
|
$652,936
0.03% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,622
shares
|
$652,936
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
1,618
shares
|
$651,325
0.07% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
1,612
shares
|
$648,910
0.51% of portfolio
|
Q3 2022
Added 12.81%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
1,609
shares
|
$647,702
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,606
shares
|
$646,495
0.33% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
1,597
shares
|
$642,872
0.03% of portfolio
|
Q2 2021
Added 0.88%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
1,588
shares
|
$639,249
0.11% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
1,586
shares
|
$638,444
0.28% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
1,586
shares
|
$638,444
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
1,585
shares
|
$638,041
0.06% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
1,582
shares
|
$636,834
0.07% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,578
shares
|
$635,223
0.13% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,575
shares
|
$634,016
0.31% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
1,573
shares
|
$633,211
0.09% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,554
shares
|
$625,562
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
1,552
shares
|
$624,757
0.09% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,551
shares
|
$624,355
0.0% of portfolio
|
Q3 2024
Added 26.1%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
1,550
shares
|
$623,952
0.06% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,546
shares
|
$622,342
0.26% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
1,538
shares
|
$619,121
0.23% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,531
shares
|
$616,304
0.02% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,526
shares
|
$614,291
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
1,525
shares
|
$613,888
0.09% of portfolio
|
Q3 2023
Reduced 3.17%
|