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 |
|---|---|---|---|---|---|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
1,509
shares
|
$524,890
0.87% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
1,503
shares
|
$522,803
0.05% of portfolio
|
Q1 2025
Added 19.86%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
May 15, 2025 Q1 2025 |
1,500
shares
|
$521,759
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
1,500
shares
|
$521,759
0.19% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
1,496
shares
|
$520,368
0.01% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
1,493
shares
|
$519,325
0.04% of portfolio
|
Q1 2025
Added 79.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
1,493
shares
|
$519,325
0.01% of portfolio
|
Q2 2025
Reduced 63.25%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
1,492
shares
|
$518,977
0.08% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
1,484
shares
|
$516,194
0.01% of portfolio
|
Q1 2025
Added 45.49%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,484
shares
|
$516,194
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
1,483
shares
|
$515,846
0.59% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
1,479
shares
|
$514,455
0.25% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,477
shares
|
$513,759
0.12% of portfolio
|
Q3 2022
Reduced 5.08%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,470
shares
|
$511,324
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,462
shares
|
$508,542
0.01% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
1,462
shares
|
$508,542
0.01% of portfolio
|
Q2 2025
Reduced 98.49%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
1,460
shares
|
$507,846
0.1% of portfolio
|
Q1 2025
Added 49.74%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,458
shares
|
$507,150
0.03% of portfolio
|
Q2 2025
Added 71.53%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
1,457
shares
|
$506,802
0.33% of portfolio
|
Q4 2023
Reduced 3.76%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,455
shares
|
$506,107
0.07% of portfolio
|
Q1 2025
Added 113.97%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
1,445
shares
|
$502,628
0.02% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
1,442
shares
|
$501,585
0.02% of portfolio
|
Q1 2025
Reduced 28.75%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
1,436
shares
|
$499,498
0.26% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,436
shares
|
$499,498
0.04% of portfolio
|
Q1 2025
Added 35.86%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
1,426
shares
|
$496,019
0.21% of portfolio
|
Q1 2025
New holding
|