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 |
|---|---|---|---|---|---|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
7,942
shares
|
$2.96 Million
0.04% of portfolio
|
Q3 2024
Reduced 54.42%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
7,883
shares
|
$2.94 Million
0.02% of portfolio
|
Q3 2024
Added 1470.32%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
7,800
shares
|
$2.91 Million
0.9% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,724
shares
|
$2.88 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
7,698
shares
|
$2.87 Million
0.05% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
7,681
shares
|
$2.86 Million
2.31% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,626
shares
|
$2.84 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
7,616
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2024
Added 21.18%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
7,560
shares
|
$2.82 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
7,545
shares
|
$2.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
7,475
shares
|
$2.79 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,461
shares
|
$2.78 Million
0.08% of portfolio
|
Q3 2024
Added 121.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
7,455
shares
|
$2.78 Million
0.11% of portfolio
|
Q3 2024
Reduced 19.56%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
7,441
shares
|
$2.78 Million
1.09% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
7,350
shares
|
$2.74 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
7,338
shares
|
$2.74 Million
0.15% of portfolio
|
Q3 2024
Reduced 15.25%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
7,326
shares
|
$2.73 Million
0.64% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
7,267
shares
|
$2.71 Million
3.76% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
7,209
shares
|
$2.69 Million
0.88% of portfolio
|
Q2 2024
Added 4.48%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,191
shares
|
$2.68 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Channing Global Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,164
shares
|
$2.67 Million
3.55% of portfolio
|
Q3 2024
Added 83.41%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
7,053
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
7,028
shares
|
$2.62 Million
0.04% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
6,961
shares
|
$2.6 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
6,943
shares
|
$2.59 Million
0.7% of portfolio
|
Q3 2024
Reduced 22.54%
|