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 |
|---|---|---|---|---|---|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
1,045
shares
|
$419,003
0.33% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,044
shares
|
$418,602
0.01% of portfolio
|
Q3 2024
Added 48.51%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
1,038
shares
|
$416,196
0.08% of portfolio
|
Q4 2024
Added 84.04%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
1,037
shares
|
$415,795
0.11% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
1,034
shares
|
$414,592
0.04% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,029
shares
|
$412,587
0.1% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 29, 2024 Q3 2024 |
1,029
shares
|
$412,587
0.17% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
1,027
shares
|
$411,785
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,023
shares
|
$410,182
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
1,021
shares
|
$409,380
0.07% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
1,021
shares
|
$409,380
0.25% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
1,019
shares
|
$408,578
0.01% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
1,019
shares
|
$408,578
0.0% of portfolio
|
Q4 2024
Reduced 99.62%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
1,013
shares
|
$406,172
0.04% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
1,009
shares
|
$404,568
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,009
shares
|
$404,568
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
1,006
shares
|
$403,365
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,006
shares
|
$403,365
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
1,001
shares
|
$401,360
0.12% of portfolio
|
Q4 2024
Reduced 39.55%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
1,000
shares
|
$400,960
0.1% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$400,960
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
996
shares
|
$399,356
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
987
shares
|
$395,747
0.01% of portfolio
|
Q3 2024
Added 23.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
985
shares
|
$394,945
0.04% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
983
shares
|
$394,143
0.0% of portfolio
|
Q3 2024
New holding
|