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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
951
shares
|
$330,795
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
949
shares
|
$330,100
0.12% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
947
shares
|
$329,404
0.02% of portfolio
|
Q4 2024
Reduced 40.7%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
946
shares
|
$329,056
0.06% of portfolio
|
Q1 2025
Reduced 30.39%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
945
shares
|
$328,708
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
944
shares
|
$328,360
0.18% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
942
shares
|
$327,665
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
942
shares
|
$327,665
0.05% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
941
shares
|
$327,317
0.04% of portfolio
|
Q1 2025
Reduced 45.92%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
940
shares
|
$326,969
0.0% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
937
shares
|
$325,926
0.09% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
935
shares
|
$325,230
0.32% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
933
shares
|
$324,534
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
926
shares
|
$322,099
0.09% of portfolio
|
Q1 2025
Added 46.52%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
923
shares
|
$321,056
0.11% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
923
shares
|
$321,056
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
922
shares
|
$320,708
0.12% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
921
shares
|
$320,360
0.15% of portfolio
|
Q1 2025
Reduced 21.01%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
918
shares
|
$319,317
0.03% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
918
shares
|
$319,317
0.05% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
908
shares
|
$315,838
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
907
shares
|
$315,490
0.09% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
905
shares
|
$314,795
0.36% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
901
shares
|
$313,403
0.15% of portfolio
|
Q4 2020
Added 15.36%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
895
shares
|
$311,316
0.27% of portfolio
|
Q1 2025
Reduced 4.38%
|