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 |
|---|---|---|---|---|---|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,830
shares
|
$984,387
0.15% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
2,822
shares
|
$981,604
0.09% of portfolio
|
Q1 2025
Reduced 92.31%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
2,818
shares
|
$980,213
0.13% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
2,816
shares
|
$979,517
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
2,793
shares
|
$971,517
0.08% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,793
shares
|
$971,517
0.06% of portfolio
|
Q1 2025
Reduced 34.31%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
2,750
shares
|
$956,559
0.04% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,749
shares
|
$956,212
0.02% of portfolio
|
Q2 2025
Added 39.33%
|
|
|
Suvretta Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,740
shares
|
$953,081
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
2,737
shares
|
$952,038
0.06% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,723
shares
|
$947,168
0.05% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
2,716
shares
|
$944,733
0.02% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
2,714
shares
|
$944,037
0.61% of portfolio
|
Q1 2025
Added 43.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,713
shares
|
$943,689
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
2,702
shares
|
$939,863
0.05% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
2,702
shares
|
$939,863
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
2,690
shares
|
$935,689
0.1% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,676
shares
|
$930,819
0.02% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Apr 29, 2025 Q1 2025 |
2,674
shares
|
$930,124
0.38% of portfolio
|
Q1 2025
Added 28.93%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
2,662
shares
|
$925,950
0.13% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
2,648
shares
|
$921,080
0.03% of portfolio
|
Q1 2025
Reduced 58.17%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
2,635
shares
|
$916,558
0.08% of portfolio
|
Q2 2025
Added 319.59%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
2,627
shares
|
$913,775
0.21% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
2,620
shares
|
$911,340
0.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,615
shares
|
$909,601
0.03% of portfolio
|
Q1 2025
Reduced 3.68%
|