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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
675
shares
|
$234,791
0.03% of portfolio
|
Q1 2025
Reduced 17.08%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
674
shares
|
$234,444
0.06% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
669
shares
|
$232,704
0.02% of portfolio
|
Q1 2024
Reduced 78.08%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
669
shares
|
$232,704
0.02% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
667
shares
|
$232,009
0.0% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
666
shares
|
$231,661
0.08% of portfolio
|
Q1 2025
Added 107.48%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
664
shares
|
$230,965
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
663
shares
|
$230,617
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
661
shares
|
$229,922
0.04% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
660
shares
|
$229,574
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
659
shares
|
$229,226
0.01% of portfolio
|
Q1 2025
Reduced 44.11%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
656
shares
|
$228,183
0.02% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
656
shares
|
$228,183
0.16% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
654
shares
|
$227,487
0.11% of portfolio
|
Q2 2025
Reduced 28.76%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
650
shares
|
$226,095
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
649
shares
|
$225,748
0.12% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
649
shares
|
$225,748
0.19% of portfolio
|
Q1 2025
Added 29.8%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
649
shares
|
$225,748
0.09% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
648
shares
|
$225,400
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
647
shares
|
$225,052
0.25% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
644
shares
|
$224,008
0.13% of portfolio
|
Q2 2022
Reduced 95.57%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
644
shares
|
$224,008
0.03% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
643
shares
|
$223,661
0.25% of portfolio
|
Q3 2024
Added 4.89%
|