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 |
|---|---|---|---|---|---|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
1,670
shares
|
$580,892
0.35% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,669
shares
|
$580,544
0.07% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
1,666
shares
|
$579,501
0.08% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,666
shares
|
$579,501
0.07% of portfolio
|
Q1 2025
Reduced 68.04%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
1,650
shares
|
$573,936
0.31% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
1,646
shares
|
$572,544
0.18% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
1,641
shares
|
$570,805
0.29% of portfolio
|
Q1 2025
Reduced 30.32%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,630
shares
|
$566,979
0.08% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,622
shares
|
$564,196
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
1,612
shares
|
$560,718
0.51% of portfolio
|
Q3 2022
Added 12.81%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
1,592
shares
|
$553,761
0.03% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
1,589
shares
|
$552,717
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,589
shares
|
$552,717
0.05% of portfolio
|
Q1 2025
Added 27.22%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
1,587
shares
|
$552,022
0.07% of portfolio
|
Q1 2025
Reduced 19.48%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,587
shares
|
$552,022
0.09% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
1,586
shares
|
$551,674
0.1% of portfolio
|
Q1 2025
Added 44.31%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
1,577
shares
|
$548,543
0.53% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
1,575
shares
|
$547,848
0.03% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
1,567
shares
|
$545,065
0.25% of portfolio
|
Q1 2025
Reduced 17.83%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,565
shares
|
$544,369
0.05% of portfolio
|
Q2 2025
Added 20.11%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
1,555
shares
|
$540,891
0.04% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
1,550
shares
|
$539,152
0.65% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
1,545
shares
|
$537,412
0.43% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
1,539
shares
|
$535,325
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
1,525
shares
|
$530,456
0.08% of portfolio
|
Q3 2023
Reduced 3.17%
|