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 |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
1,011
shares
|
$351,666
0.09% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,005
shares
|
$349,579
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
1,001
shares
|
$348,187
0.1% of portfolio
|
Q1 2025
Added 26.07%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
1,001
shares
|
$348,187
0.08% of portfolio
|
Q1 2025
Added 26.07%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
1,000
shares
|
$347,840
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$347,840
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
1,000
shares
|
$347,840
0.37% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
997
shares
|
$346,796
0.04% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
995
shares
|
$346,100
0.04% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
990
shares
|
$344,361
0.08% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
985
shares
|
$342,622
0.04% of portfolio
|
Q1 2025
Reduced 63.3%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
984
shares
|
$342,274
2.31% of portfolio
|
Q1 2025
Reduced 68.09%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
982
shares
|
$341,578
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
982
shares
|
$341,578
0.01% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
977
shares
|
$339,839
0.35% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
977
shares
|
$339,839
0.19% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
975
shares
|
$339,144
0.07% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
971
shares
|
$337,752
0.17% of portfolio
|
Q4 2024
Reduced 10.92%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
970
shares
|
$337,404
0.17% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
969
shares
|
$337,056
0.09% of portfolio
|
Q1 2025
Added 21.73%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
968
shares
|
$336,709
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
963
shares
|
$334,969
0.49% of portfolio
|
Q4 2023
Reduced 23.81%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
962
shares
|
$334,622
0.03% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
962
shares
|
$334,622
0.15% of portfolio
|
Q1 2025
Added 48.69%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
954
shares
|
$331,839
0.06% of portfolio
|
Q1 2025
Added 34.56%
|