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 1,882 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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,187
shares
|
$412,886
0.03% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
1,186
shares
|
$412,538
0.03% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
1,183
shares
|
$411,494
0.02% of portfolio
|
Q2 2025
Reduced 20.39%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
1,183
shares
|
$411,494
0.18% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,182
shares
|
$411,146
0.05% of portfolio
|
Q3 2022
Added 5.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
1,178
shares
|
$409,755
0.02% of portfolio
|
Q1 2025
Added 79.3%
|
|
|
Carmignac Gestion
Paris, I0 |
May 14, 2025 Q1 2025 |
1,176
shares
|
$409,059
0.01% of portfolio
|
Q1 2025
Reduced 99.75%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,162
shares
|
$404,190
0.04% of portfolio
|
Q1 2025
Added 40.68%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
1,155
shares
|
$401,755
0.01% of portfolio
|
Q1 2025
Reduced 24.85%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
1,153
shares
|
$401,059
0.14% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
1,148
shares
|
$399,320
0.04% of portfolio
|
Q4 2024
Added 16.9%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
1,144
shares
|
$397,928
0.01% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,138
shares
|
$395,841
0.03% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
1,136
shares
|
$395,146
0.03% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,135
shares
|
$394,798
0.01% of portfolio
|
Q1 2025
Reduced 32.08%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
1,134
shares
|
$394,450
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
1,131
shares
|
$393,407
0.01% of portfolio
|
Q1 2025
Reduced 25.05%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
1,122
shares
|
$390,276
0.1% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,118
shares
|
$388,885
0.05% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
1,117
shares
|
$388,537
0.07% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
1,110
shares
|
$386,102
0.09% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
1,109
shares
|
$385,754
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
1,104
shares
|
$384,015
0.43% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
1,102
shares
|
$383,319
0.16% of portfolio
|
Q4 2024
Reduced 24.1%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,096
shares
|
$381,232
0.13% of portfolio
|
Q1 2025
Reduced 14.37%
|