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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
713
shares
|
$248,009
0.02% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
710
shares
|
$246,966
0.02% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
707
shares
|
$245,922
0.03% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
707
shares
|
$245,922
0.01% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
705
shares
|
$245,227
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
701
shares
|
$243,835
0.02% of portfolio
|
Q1 2025
Reduced 83.34%
|
|
|
Meyer Handelman CO
|
Apr 08, 2025 Q1 2025 |
700
shares
|
$243,487
0.01% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
700
shares
|
$243,487
0.06% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
697
shares
|
$242,444
0.07% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
696
shares
|
$242,096
0.02% of portfolio
|
Q1 2025
Reduced 43.46%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
696
shares
|
$242,096
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
695
shares
|
$241,748
0.03% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
695
shares
|
$241,748
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
695
shares
|
$241,748
0.02% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
695
shares
|
$241,748
0.29% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
694
shares
|
$241,400
0.09% of portfolio
|
Q2 2025
Added 29.48%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
688
shares
|
$239,313
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
688
shares
|
$239,313
0.16% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
685
shares
|
$238,270
0.04% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
684
shares
|
$237,922
0.37% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
682
shares
|
$237,226
0.07% of portfolio
|
Q1 2025
Reduced 22.23%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
681
shares
|
$236,879
0.09% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
678
shares
|
$235,835
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
677
shares
|
$235,487
0.1% of portfolio
|
Q1 2025
Reduced 47.27%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
676
shares
|
$235,139
0.03% of portfolio
|
Q4 2024
Reduced 55.7%
|