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 1,872 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $70.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,191
shares
|
$2.5 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
7,170
shares
|
$2.49 Million
0.03% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
7,157
shares
|
$2.49 Million
0.03% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
7,150
shares
|
$2.49 Million
0.34% of portfolio
|
Q2 2025
Added 44.27%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
7,024
shares
|
$2.44 Million
0.75% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
6,972
shares
|
$2.43 Million
0.2% of portfolio
|
Q1 2025
Reduced 64.06%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
6,957
shares
|
$2.42 Million
1.05% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Edmp, Inc.
|
Apr 23, 2025 Q1 2025 |
6,946
shares
|
$2.42 Million
2.58% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,901
shares
|
$2.4 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
6,893
shares
|
$2.4 Million
0.39% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6,880
shares
|
$2.39 Million
2.24% of portfolio
|
Q4 2018
Reduced 2.63%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,815
shares
|
$2.37 Million
0.56% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
6,765
shares
|
$2.35 Million
0.68% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
6,764
shares
|
$2.35 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
6,759
shares
|
$2.35 Million
0.13% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
6,727
shares
|
$2.34 Million
1.31% of portfolio
|
Q3 2023
Added 3.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,717
shares
|
$2.34 Million
0.03% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
6,672
shares
|
$2.32 Million
0.05% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
6,648
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
6,579
shares
|
$2.29 Million
1.65% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
6,519
shares
|
$2.27 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
6,516
shares
|
$2.27 Million
0.11% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Pacific Capital Partners LTD
London, |
Jul 07, 2025 Q2 2025 |
6,500
shares
|
$2.26 Million
2.37% of portfolio
|
Q2 2025
Reduced 48.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
6,490
shares
|
$2.26 Million
0.26% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
6,452
shares
|
$2.24 Million
0.16% of portfolio
|
Q1 2025
Added 213.05%
|