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 |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
1,838
shares
|
$736,964
0.07% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
1,830
shares
|
$733,756
0.15% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
1,819
shares
|
$729,346
0.0% of portfolio
|
Q4 2023
Added 23.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
1,817
shares
|
$728,544
0.02% of portfolio
|
Q4 2024
Reduced 20.97%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,814
shares
|
$727,341
0.05% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,807
shares
|
$724,534
0.33% of portfolio
|
Q2 2024
Added 9.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,802
shares
|
$722,529
0.06% of portfolio
|
Q4 2024
Reduced 41.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
1,793
shares
|
$718,921
0.02% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
1,783
shares
|
$714,911
0.06% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
1,774
shares
|
$711,303
0.1% of portfolio
|
Q1 2024
Reduced 28.12%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,767
shares
|
$708,496
0.14% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
1,762
shares
|
$706,491
0.32% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,761
shares
|
$706,090
0.06% of portfolio
|
Q3 2024
Added 23.06%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
1,760
shares
|
$705,689
0.06% of portfolio
|
Q3 2024
Added 159.59%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
1,760
shares
|
$705,689
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
1,759
shares
|
$705,288
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
1,748
shares
|
$700,878
0.03% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
1,747
shares
|
$700,477
0.75% of portfolio
|
Q2 2022
Reduced 2.57%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,745
shares
|
$699,675
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
1,744
shares
|
$699,274
0.72% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
1,743
shares
|
$698,873
0.33% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
1,732
shares
|
$694,462
1.43% of portfolio
|
Q2 2022
Added 102.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,726
shares
|
$692,056
0.02% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
1,712
shares
|
$686,443
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
1,709
shares
|
$685,240
0.01% of portfolio
|
Q3 2024
Reduced 5.42%
|