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 |
|---|---|---|---|---|---|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,422
shares
|
$842,468
0.25% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,415
shares
|
$840,033
0.13% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
2,395
shares
|
$833,076
0.07% of portfolio
|
Q1 2025
Reduced 27.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,389
shares
|
$830,989
0.19% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,380
shares
|
$827,859
0.07% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
2,372
shares
|
$825,076
0.07% of portfolio
|
Q1 2025
Added 30.76%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
2,364
shares
|
$822,293
0.48% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
2,363
shares
|
$821,945
0.02% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
2,350
shares
|
$817,423
0.55% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
2,346
shares
|
$816,032
0.08% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
2,331
shares
|
$810,815
0.13% of portfolio
|
Q1 2025
Reduced 33.85%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
2,325
shares
|
$808,728
0.32% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
2,321
shares
|
$807,336
0.0% of portfolio
|
Q1 2025
Added 73.47%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,318
shares
|
$806,293
0.32% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,317
shares
|
$805,945
0.05% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
2,311
shares
|
$803,858
0.06% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
2,302
shares
|
$800,727
0.07% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
2,294
shares
|
$797,944
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,290
shares
|
$796,553
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,282
shares
|
$793,770
0.02% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
2,280
shares
|
$793,075
0.13% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,277
shares
|
$792,031
0.02% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
2,254
shares
|
$784,031
0.02% of portfolio
|
Q1 2025
Reduced 31.32%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,231
shares
|
$776,031
0.01% of portfolio
|
Q2 2025
Reduced 22.88%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,230
shares
|
$775,683
0.03% of portfolio
|
Q1 2025
Added 7.63%
|