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 $73.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
6,901
shares
|
$2.58 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6,880
shares
|
$2.57 Million
2.24% of portfolio
|
Q4 2018
Reduced 2.63%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
6,866
shares
|
$2.57 Million
0.25% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
6,857
shares
|
$2.56 Million
0.13% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
6,822
shares
|
$2.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
6,793
shares
|
$2.54 Million
0.89% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
6,763
shares
|
$2.53 Million
0.38% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
6,727
shares
|
$2.51 Million
1.31% of portfolio
|
Q3 2023
Added 3.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,665
shares
|
$2.49 Million
0.04% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
6,664
shares
|
$2.49 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
6,603
shares
|
$2.47 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
6,599
shares
|
$2.47 Million
1.15% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
6,472
shares
|
$2.42 Million
0.37% of portfolio
|
Q3 2024
Added 75.58%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
6,462
shares
|
$2.41 Million
2.06% of portfolio
|
Q3 2024
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
6,390
shares
|
$2.39 Million
0.27% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
6,387
shares
|
$2.39 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
6,375
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2024
Added 135.94%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
6,371
shares
|
$2.38 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Edmp, Inc.
|
Oct 31, 2024 Q3 2024 |
6,362
shares
|
$2.38 Million
2.75% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
6,358
shares
|
$2.38 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
6,352
shares
|
$2.37 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
6,336
shares
|
$2.37 Million
0.92% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
6,318
shares
|
$2.36 Million
1.9% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
6,286
shares
|
$2.35 Million
0.09% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,268
shares
|
$2.34 Million
0.06% of portfolio
|
Q3 2024
Added 65.82%
|