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 |
|---|---|---|---|---|---|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
753
shares
|
$261,923
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
749
shares
|
$260,532
0.06% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
749
shares
|
$260,532
0.08% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
748
shares
|
$260,184
0.05% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
748
shares
|
$260,184
0.02% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
745
shares
|
$259,140
0.22% of portfolio
|
Q1 2025
Reduced 19.81%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
744
shares
|
$258,792
0.13% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
740
shares
|
$257,401
0.07% of portfolio
|
Q2 2025
Reduced 48.58%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
740
shares
|
$257,401
0.07% of portfolio
|
Q1 2025
Reduced 48.72%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
740
shares
|
$257,401
0.04% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
739
shares
|
$257,053
0.13% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
738
shares
|
$256,705
0.21% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
737
shares
|
$256,358
0.02% of portfolio
|
Q1 2025
Added 16.06%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
736
shares
|
$256,010
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
732
shares
|
$254,618
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
730
shares
|
$253,923
0.14% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
729
shares
|
$253,575
0.16% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
727
shares
|
$252,879
0.0% of portfolio
|
Q1 2025
Reduced 94.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
719
shares
|
$250,096
0.01% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
718
shares
|
$249,749
0.06% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
718
shares
|
$249,749
0.01% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
715
shares
|
$248,705
0.05% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
714
shares
|
$248,357
0.07% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
714
shares
|
$248,357
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
714
shares
|
$248,357
0.01% of portfolio
|
Q1 2025
Added 2.44%
|