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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
3,717
shares
|
$1.29 Million
0.06% of portfolio
|
Q1 2025
Added 135.85%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
3,716
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,711
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,708
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
3,675
shares
|
$1.28 Million
0.15% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,664
shares
|
$1.27 Million
0.2% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
3,650
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
3,641
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,635
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2022
Reduced 0.66%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,630
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
3,600
shares
|
$1.25 Million
0.18% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,595
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
3,590
shares
|
$1.25 Million
0.09% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,587
shares
|
$1.25 Million
0.13% of portfolio
|
Q3 2023
Reduced 12.36%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,565
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2023
Added 2.86%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,561
shares
|
$1.24 Million
0.07% of portfolio
|
Q1 2025
Reduced 85.8%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
3,558
shares
|
$1.24 Million
1.24% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
3,552
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,548
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
3,529
shares
|
$1.23 Million
0.92% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
3,528
shares
|
$1.23 Million
0.32% of portfolio
|
Q1 2025
Reduced 53.21%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
3,521
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.79%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
3,520
shares
|
$1.22 Million
0.08% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Apr 17, 2025 Q1 2025 |
3,517
shares
|
$1.22 Million
1.4% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
3,510
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Added 3.24%
|