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 1,884 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
837
shares
|
$291,142
0.07% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
830
shares
|
$288,707
0.21% of portfolio
|
Q4 2023
Added 18.74%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
829
shares
|
$288,359
0.12% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
827
shares
|
$287,663
0.1% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
824
shares
|
$286,620
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
822
shares
|
$285,924
0.01% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
822
shares
|
$285,924
0.03% of portfolio
|
Q1 2025
Added 27.05%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
819
shares
|
$284,880
0.05% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
816
shares
|
$283,837
0.04% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
815
shares
|
$283,489
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
812
shares
|
$282,446
0.08% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
810
shares
|
$281,750
0.01% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
810
shares
|
$281,750
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
803
shares
|
$279,315
0.08% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
802
shares
|
$278,967
0.03% of portfolio
|
Q1 2025
Reduced 93.9%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
800
shares
|
$278,272
0.02% of portfolio
|
Q1 2025
Reduced 86.52%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
800
shares
|
$278,272
0.02% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
798
shares
|
$277,576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
796
shares
|
$276,880
0.03% of portfolio
|
Q4 2023
Added 10.86%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
792
shares
|
$275,489
0.03% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
792
shares
|
$275,489
0.07% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
792
shares
|
$275,489
0.44% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
791
shares
|
$275,141
0.07% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
789
shares
|
$274,445
0.05% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
787
shares
|
$273,750
0.03% of portfolio
|
Q1 2025
Added 8.85%
|