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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,169
shares
|
$469,341
0.01% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
1,163
shares
|
$466,932
0.03% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
1,161
shares
|
$466,129
0.22% of portfolio
|
Q3 2024
Added 30.45%
|
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
1,153
shares
|
$462,917
0.16% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
1,152
shares
|
$462,516
0.93% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,146
shares
|
$460,107
0.05% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
1,143
shares
|
$458,903
0.02% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,138
shares
|
$456,895
0.04% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
1,134
shares
|
$455,289
0.1% of portfolio
|
Q3 2024
Reduced 16.74%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
1,129
shares
|
$453,282
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
1,126
shares
|
$452,077
0.21% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,118
shares
|
$448,865
0.04% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
1,116
shares
|
$448,062
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
1,111
shares
|
$446,055
0.24% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,109
shares
|
$445,252
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
1,108
shares
|
$444,850
0.08% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
1,108
shares
|
$444,850
0.32% of portfolio
|
Q3 2024
Added 176.31%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,100
shares
|
$441,639
0.0% of portfolio
|
Q3 2020
Reduced 12.7%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
1,100
shares
|
$441,639
0.12% of portfolio
|
Q3 2024
Added 158.22%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
1,096
shares
|
$440,033
0.15% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
1,096
shares
|
$440,033
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,092
shares
|
$438,427
0.02% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
1,090
shares
|
$437,624
0.27% of portfolio
|
Q3 2024
Added 60.53%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
1,088
shares
|
$436,821
0.05% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
1,082
shares
|
$434,412
0.11% of portfolio
|
Q3 2024
Reduced 1.46%
|