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 |
|---|---|---|---|---|---|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,119
shares
|
$1.08 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
3,115
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,113
shares
|
$1.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 30.25%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
3,083
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Added 185.73%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
3,075
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,048
shares
|
$1.06 Million
0.21% of portfolio
|
Q1 2025
Added 79.29%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,026
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2022
Added 2.75%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,014
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.6%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
2,989
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 56.17%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
2,980
shares
|
$1.04 Million
0.18% of portfolio
|
Q4 2022
Reduced 2.33%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,956
shares
|
$1.03 Million
0.1% of portfolio
|
Q4 2022
Reduced 25.13%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
2,950
shares
|
$1.03 Million
2.1% of portfolio
|
Q3 2022
Reduced 14.49%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,947
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Added 39.21%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,945
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
2,944
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,939
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Added 37.46%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
2,932
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,931
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2022
Added 6.39%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
2,856
shares
|
$993,431
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,855
shares
|
$993,083
0.13% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,855
shares
|
$993,083
0.04% of portfolio
|
Q1 2025
Added 31.93%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
May 13, 2025 Q1 2025 |
2,850
shares
|
$991,343
1.41% of portfolio
|
Q1 2025
New holding
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,840
shares
|
$987,865
0.47% of portfolio
|
Q1 2025
Added 28.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
2,837
shares
|
$986,822
0.02% of portfolio
|
Q1 2025
Reduced 20.69%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,834
shares
|
$985,778
0.15% of portfolio
|
Q1 2025
Reduced 51.21%
|