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 |
|---|---|---|---|---|---|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
640
shares
|
$222,617
0.15% of portfolio
|
Q1 2024
Reduced 16.34%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
639
shares
|
$222,269
0.05% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
638
shares
|
$221,921
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
637
shares
|
$221,574
0.01% of portfolio
|
Q1 2025
Reduced 51.23%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
635
shares
|
$220,878
0.16% of portfolio
|
Q1 2024
Reduced 84.94%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
633
shares
|
$220,182
0.08% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
631
shares
|
$219,487
0.04% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
631
shares
|
$219,487
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
631
shares
|
$219,487
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
629
shares
|
$218,791
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
628
shares
|
$218,443
0.11% of portfolio
|
Q4 2023
Added 2.95%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
628
shares
|
$218,443
0.05% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
627
shares
|
$218,095
0.07% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
627
shares
|
$218,095
0.18% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
626
shares
|
$217,747
0.0% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Washington Capital Management Inc
|
Apr 14, 2025 Q1 2025 |
625
shares
|
$217,399
0.23% of portfolio
|
Q3 2021
New holding
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
625
shares
|
$217,399
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
625
shares
|
$217,399
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
622
shares
|
$216,356
0.04% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
622
shares
|
$216,356
0.03% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
622
shares
|
$216,356
0.09% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
621
shares
|
$216,008
0.0% of portfolio
|
Q1 2025
Reduced 94.13%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
619
shares
|
$215,312
0.1% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
618
shares
|
$214,965
0.18% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
617
shares
|
$214,617
0.09% of portfolio
|
Q1 2025
Reduced 7.5%
|