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 |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
6,426
shares
|
$2.24 Million
0.38% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,393
shares
|
$2.22 Million
0.04% of portfolio
|
Q1 2025
Added 87.04%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,380
shares
|
$2.22 Million
0.09% of portfolio
|
Q1 2025
Added 18.35%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
6,341
shares
|
$2.21 Million
0.8% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
6,306
shares
|
$2.19 Million
0.11% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,304
shares
|
$2.19 Million
0.11% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
6,229
shares
|
$2.17 Million
0.03% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
6,182
shares
|
$2.15 Million
1.63% of portfolio
|
Q1 2024
Added 71.44%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,151
shares
|
$2.14 Million
0.33% of portfolio
|
Q2 2024
Reduced 8.89%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
6,129
shares
|
$2.13 Million
0.27% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
6,104
shares
|
$2.12 Million
0.91% of portfolio
|
Q1 2025
Added 526.05%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,080
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
6,003
shares
|
$2.09 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
5,960
shares
|
$2.07 Million
0.74% of portfolio
|
Q1 2025
Reduced 42.24%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
5,960
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
5,946
shares
|
$2.07 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
5,884
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
5,861
shares
|
$2.04 Million
0.23% of portfolio
|
Q1 2025
Added 156.27%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
5,858
shares
|
$2.04 Million
0.53% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
5,799
shares
|
$2.02 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
5,783
shares
|
$2.01 Million
0.36% of portfolio
|
Q1 2025
Added 28.8%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
5,744
shares
|
$2 Million
0.04% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
5,678
shares
|
$1.98 Million
0.55% of portfolio
|
Q3 2023
Added 7.8%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
5,611
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
5,493
shares
|
$1.91 Million
0.09% of portfolio
|
Q1 2025
Added 4.55%
|