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 |
|---|---|---|---|---|---|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
458
shares
|
$184,367
0.07% of portfolio
|
Q3 2024
Reduced 12.6%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
456
shares
|
$183,562
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
455
shares
|
$183,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
454
shares
|
$182,757
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
454
shares
|
$182,757
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
451
shares
|
$181,550
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
450
shares
|
$181,147
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
450
shares
|
$181,147
0.05% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
448
shares
|
$180,342
0.12% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
445
shares
|
$179,134
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
444
shares
|
$178,732
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
443
shares
|
$178,329
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
442
shares
|
$177,927
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
442
shares
|
$177,927
0.03% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
442
shares
|
$177,927
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
442
shares
|
$177,927
0.08% of portfolio
|
Q2 2024
Reduced 28.01%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
441
shares
|
$177,524
0.07% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
441
shares
|
$177,524
0.02% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
440
shares
|
$177,122
0.02% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
438
shares
|
$176,316
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
436
shares
|
$175,511
0.04% of portfolio
|
Q3 2024
Reduced 44.81%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
435
shares
|
$175,109
0.02% of portfolio
|
Q2 2024
Reduced 10.31%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
435
shares
|
$175,109
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
434
shares
|
$174,706
0.01% of portfolio
|
Q2 2024
Reduced 6.26%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
433
shares
|
$174,304
0.01% of portfolio
|
Q3 2024
Added 2.61%
|