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 1,878 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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,773
shares
|
$616,720
0.03% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,773
shares
|
$616,720
0.29% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
May 14, 2025 Q1 2025 |
1,760
shares
|
$612,198
0.02% of portfolio
|
Q4 2024
Added 82.38%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
1,759
shares
|
$611,850
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
1,756
shares
|
$610,807
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
1,754
shares
|
$610,111
0.1% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
1,747
shares
|
$607,676
0.75% of portfolio
|
Q2 2022
Reduced 2.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,739
shares
|
$604,893
0.02% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
1,732
shares
|
$602,458
1.43% of portfolio
|
Q2 2022
Added 102.34%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
1,728
shares
|
$601,067
0.15% of portfolio
|
Q1 2025
Added 35.96%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
1,724
shares
|
$599,676
0.46% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
1,716
shares
|
$596,893
0.05% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
1,712
shares
|
$595,502
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,709
shares
|
$594,458
0.11% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
1,705
shares
|
$593,067
0.47% of portfolio
|
Q4 2024
Added 15.36%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
1,698
shares
|
$590,632
0.01% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
1,698
shares
|
$590,632
0.01% of portfolio
|
Q1 2025
Reduced 18.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,697
shares
|
$590,284
0.04% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
1,696
shares
|
$589,936
0.12% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,695
shares
|
$589,588
0.24% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
1,691
shares
|
$588,197
0.08% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
1,684
shares
|
$585,762
0.32% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,683
shares
|
$585,414
0.16% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,682
shares
|
$585,066
0.02% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,675
shares
|
$582,632
0.24% of portfolio
|
Q1 2025
Reduced 0.36%
|