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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
2,043
shares
|
$710,637
0.04% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
2,042
shares
|
$710,289
0.12% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
2,032
shares
|
$706,810
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
2,031
shares
|
$706,463
0.12% of portfolio
|
Q1 2025
Added 27.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
2,025
shares
|
$704,376
0.03% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
2,022
shares
|
$703,332
0.37% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
2,017
shares
|
$701,593
0.75% of portfolio
|
Q4 2024
Reduced 17.81%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
2,015
shares
|
$700,897
0.07% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
2,009
shares
|
$698,810
0.07% of portfolio
|
Q1 2025
Added 32.35%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
2,000
shares
|
$695,680
0.11% of portfolio
|
Q1 2019
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
2,000
shares
|
$695,680
0.42% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
1,996
shares
|
$694,288
0.08% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,989
shares
|
$691,853
0.04% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
1,985
shares
|
$690,462
0.03% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
1,946
shares
|
$676,896
0.81% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,945
shares
|
$676,548
0.02% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,938
shares
|
$674,113
0.07% of portfolio
|
Q2 2022
Added 58.85%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
1,938
shares
|
$674,113
0.03% of portfolio
|
Q1 2025
Added 84.05%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,932
shares
|
$672,026
0.03% of portfolio
|
Q1 2025
Added 74.53%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
1,931
shares
|
$671,679
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
1,931
shares
|
$671,679
0.09% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
1,927
shares
|
$670,287
1.26% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,924
shares
|
$669,244
0.02% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,924
shares
|
$669,244
0.04% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
1,920
shares
|
$667,852
0.01% of portfolio
|
Q1 2025
Reduced 14.97%
|