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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
2,163
shares
|
$867,276
0.02% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
2,162
shares
|
$866,875
0.1% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,156
shares
|
$864,469
0.0% of portfolio
|
Q3 2024
Reduced 68.53%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,149
shares
|
$861,663
0.02% of portfolio
|
Q3 2024
Added 25.97%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
2,141
shares
|
$858,455
0.07% of portfolio
|
Q3 2024
Reduced 23.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,138
shares
|
$857,252
0.02% of portfolio
|
Q4 2024
Added 40.94%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,121
shares
|
$850,436
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,117
shares
|
$848,832
0.14% of portfolio
|
Q3 2024
Added 29.64%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
2,112
shares
|
$846,827
0.93% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$842,016
0.11% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,096
shares
|
$840,412
0.08% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,092
shares
|
$838,808
0.7% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Nov 12, 2024 Q3 2024 |
2,091
shares
|
$838,407
0.02% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,089
shares
|
$837,605
0.03% of portfolio
|
Q3 2024
Reduced 61.18%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
2,083
shares
|
$835,199
0.04% of portfolio
|
Q3 2024
Added 261.01%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
2,060
shares
|
$825,977
0.08% of portfolio
|
Q2 2024
Added 1.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,057
shares
|
$824,774
0.03% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,052
shares
|
$822,769
0.0% of portfolio
|
Q3 2022
Added 5.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
2,047
shares
|
$820,765
0.03% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,042
shares
|
$818,760
0.01% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
2,031
shares
|
$814,349
0.16% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
2,009
shares
|
$805,528
0.2% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$801,920
0.13% of portfolio
|
Q1 2019
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$801,920
0.65% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,998
shares
|
$801,118
0.05% of portfolio
|
Q3 2024
Reduced 0.45%
|