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 197 Million shares, which have been reported (via 13F filing form) to have a value of $73.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,251
shares
|
$11.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
31,085
shares
|
$11.6 Million
1.09% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
30,818
shares
|
$11.5 Million
0.15% of portfolio
|
Q3 2024
Reduced 22.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
30,594
shares
|
$11.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
30,432
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.11%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
30,334
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
30,300
shares
|
$11.3 Million
0.12% of portfolio
|
Q4 2023
Added 14.34%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
30,174
shares
|
$11.3 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
29,800
shares
|
$11.1 Million
0.26% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Soleus Capital Management, L.P.
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
29,650
shares
|
$11.1 Million
1.31% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
29,347
shares
|
$10.9 Million
1.48% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
29,137
shares
|
$10.9 Million
0.34% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
29,101
shares
|
$10.9 Million
0.07% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
28,960
shares
|
$10.8 Million
1.51% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
28,751
shares
|
$10.7 Million
0.1% of portfolio
|
Q3 2024
Added 108.28%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
28,631
shares
|
$10.7 Million
0.24% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
28,511
shares
|
$10.6 Million
0.1% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
28,084
shares
|
$10.5 Million
0.94% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
28,010
shares
|
$10.4 Million
0.16% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
North Growth Management Ltd.
|
Nov 04, 2024 Q3 2024 |
28,000
shares
|
$10.4 Million
2.73% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
27,836
shares
|
$10.4 Million
0.84% of portfolio
|
Q3 2024
Added 45.88%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 15, 2024 Q3 2024 |
27,716
shares
|
$10.3 Million
2.79% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
Nov 05, 2024 Q3 2024 |
27,635
shares
|
$10.3 Million
4.14% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
27,516
shares
|
$10.3 Million
0.91% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
27,483
shares
|
$10.2 Million
0.11% of portfolio
|
Q3 2024
Added 0.57%
|