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 1,794 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 $78.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
2,343
shares
|
$939,449
0.02% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,326
shares
|
$932,632
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
2,324
shares
|
$931,831
0.3% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,319
shares
|
$929,826
0.11% of portfolio
|
Q3 2024
Added 201.56%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
2,307
shares
|
$925,014
0.36% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
2,300
shares
|
$922,208
0.12% of portfolio
|
Q3 2024
Reduced 90.77%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
2,300
shares
|
$922,208
0.02% of portfolio
|
Q4 2024
Added 20.67%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,296
shares
|
$920,604
0.03% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
2,295
shares
|
$920,203
0.03% of portfolio
|
Q3 2024
Reduced 31.94%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,290
shares
|
$918,198
0.08% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
2,269
shares
|
$909,778
0.08% of portfolio
|
Q3 2024
Reduced 94.96%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,264
shares
|
$907,773
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
2,260
shares
|
$906,169
0.05% of portfolio
|
Q3 2024
Reduced 65.07%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
2,257
shares
|
$904,966
0.07% of portfolio
|
Q3 2024
Reduced 17.3%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
2,250
shares
|
$902,160
0.11% of portfolio
|
Q4 2024
Reduced 91.77%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,245
shares
|
$900,155
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
2,242
shares
|
$898,952
0.06% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,230
shares
|
$894,140
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,225
shares
|
$892,136
0.36% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
2,223
shares
|
$891,334
0.39% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,195
shares
|
$880,107
0.14% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
2,173
shares
|
$871,286
0.02% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
2,169
shares
|
$869,682
0.02% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,168
shares
|
$869,281
0.08% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
2,164
shares
|
$867,677
0.01% of portfolio
|
Q2 2024
Added 216.84%
|