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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
1,243
shares
|
$500,369
0.03% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
1,241
shares
|
$499,564
0.23% of portfolio
|
Q3 2024
Reduced 66.7%
|
|
|
Jgp Global Gestao De Recursos Ltda.
|
Oct 31, 2024 Q3 2024 |
1,227
shares
|
$493,928
1.25% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
1,225
shares
|
$493,123
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,221
shares
|
$491,513
0.02% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
1,216
shares
|
$489,500
0.4% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
1,213
shares
|
$488,293
0.04% of portfolio
|
Q3 2024
Reduced 62.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,207
shares
|
$485,877
0.01% of portfolio
|
Q3 2024
Added 40.02%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,200
shares
|
$483,060
0.04% of portfolio
|
Q1 2024
Reduced 93.54%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$483,060
0.05% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$483,060
0.02% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
1,198
shares
|
$482,254
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
1,193
shares
|
$480,242
0.07% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
1,190
shares
|
$479,034
0.23% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,187
shares
|
$477,826
0.03% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
1,186
shares
|
$477,424
0.16% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
1,185
shares
|
$477,021
0.14% of portfolio
|
Q3 2024
Added 38.11%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,182
shares
|
$475,814
0.05% of portfolio
|
Q3 2022
Added 5.44%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
1,179
shares
|
$474,606
0.09% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,178
shares
|
$474,203
0.11% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,178
shares
|
$474,203
0.03% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,177
shares
|
$473,801
0.18% of portfolio
|
Q3 2024
Reduced 44.77%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,170
shares
|
$470,983
0.42% of portfolio
|
Q2 2024
Added 11.75%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
1,170
shares
|
$470,983
0.26% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,169
shares
|
$470,580
0.01% of portfolio
|
Q3 2024
Added 3.63%
|