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 |
|---|---|---|---|---|---|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
787
shares
|
$273,750
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
786
shares
|
$273,402
0.03% of portfolio
|
Q1 2025
Added 103.63%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
785
shares
|
$273,054
0.24% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
784
shares
|
$272,706
0.01% of portfolio
|
Q1 2024
Added 66.45%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
781
shares
|
$271,663
0.01% of portfolio
|
Q1 2025
Added 26.99%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
780
shares
|
$271,315
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
779
shares
|
$270,967
0.07% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
776
shares
|
$269,923
0.05% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
776
shares
|
$269,923
0.1% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
774
shares
|
$269,228
0.08% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
774
shares
|
$269,228
0.02% of portfolio
|
Q1 2025
Added 30.74%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
773
shares
|
$268,880
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
773
shares
|
$268,880
0.13% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
770
shares
|
$267,836
0.04% of portfolio
|
Q4 2023
Added 41.8%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
770
shares
|
$267,836
0.06% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
769
shares
|
$267,488
0.18% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
769
shares
|
$267,488
0.08% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
767
shares
|
$266,793
0.01% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
765
shares
|
$266,097
0.01% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
764
shares
|
$265,749
0.01% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
762
shares
|
$265,054
0.07% of portfolio
|
Q4 2024
Reduced 16.36%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
760
shares
|
$264,358
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
758
shares
|
$263,662
0.03% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Apr 30, 2025 Q1 2025 |
755
shares
|
$262,619
0.12% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
754
shares
|
$262,271
0.03% of portfolio
|
Q1 2025
Added 0.13%
|