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 1,784 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $78.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
4,097
shares
|
$1.65 Million
0.92% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,095
shares
|
$1.65 Million
0.04% of portfolio
|
Q4 2024
Added 83.71%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
4,092
shares
|
$1.64 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.98%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
4,082
shares
|
$1.64 Million
0.84% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
4,070
shares
|
$1.64 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
4,059
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
4,051
shares
|
$1.63 Million
0.2% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,039
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
4,037
shares
|
$1.62 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
4,020
shares
|
$1.62 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
4,010
shares
|
$1.61 Million
0.8% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$1.61 Million
0.26% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
3,994
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 31.3%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
3,961
shares
|
$1.59 Million
0.95% of portfolio
|
Q4 2024
Reduced 15.47%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,959
shares
|
$1.59 Million
0.23% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,956
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,933
shares
|
$1.58 Million
0.2% of portfolio
|
Q1 2024
Added 1.94%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,922
shares
|
$1.58 Million
0.2% of portfolio
|
Q4 2023
Added 1.13%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
3,917
shares
|
$1.57 Million
1.01% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
3,856
shares
|
$1.55 Million
0.04% of portfolio
|
Q4 2024
Reduced 33.71%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,842
shares
|
$1.54 Million
0.08% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
3,815
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 52.74%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,814
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,812
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2024
Added 55.72%
|