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 |
|---|---|---|---|---|---|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
22,090
shares
|
$8.24 Million
0.25% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
21,961
shares
|
$8.19 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
21,808
shares
|
$8.13 Million
0.91% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
21,613
shares
|
$8.06 Million
0.46% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
21,469
shares
|
$8.01 Million
0.43% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
21,426
shares
|
$7.99 Million
0.42% of portfolio
|
Q1 2023
Added 2.04%
|
|
|
Hardman Johnston Global Advisors LLC
|
Oct 30, 2024 Q3 2024 |
21,158
shares
|
$7.89 Million
0.45% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
20,963
shares
|
$7.82 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
20,928
shares
|
$7.8 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
20,908
shares
|
$7.8 Million
0.06% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
20,878
shares
|
$7.79 Million
0.16% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
20,804
shares
|
$7.76 Million
0.1% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
20,427
shares
|
$7.62 Million
0.02% of portfolio
|
Q3 2024
Added 42.56%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,360
shares
|
$7.59 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
20,346
shares
|
$7.59 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 04, 2024 Q3 2024 |
20,221
shares
|
$7.54 Million
0.9% of portfolio
|
Q3 2024
Added 11521.26%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
20,081
shares
|
$7.49 Million
0.06% of portfolio
|
Q3 2024
Added 221.66%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
19,998
shares
|
$7.46 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
19,869
shares
|
$7.41 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
19,851
shares
|
$7.4 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
19,548
shares
|
$7.29 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
19,540
shares
|
$7.29 Million
0.26% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Eversept Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
19,465
shares
|
$7.26 Million
0.8% of portfolio
|
Q3 2024
Added 32.8%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
19,396
shares
|
$7.23 Million
0.76% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
19,386
shares
|
$7.23 Million
0.09% of portfolio
|
Q3 2024
Added 4.83%
|