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 |
|---|---|---|---|---|---|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
616
shares
|
$214,269
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
616
shares
|
$214,269
0.01% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
613
shares
|
$213,225
0.27% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
610
shares
|
$212,182
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
609
shares
|
$211,834
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
608
shares
|
$211,486
0.03% of portfolio
|
Q3 2022
Reduced 8.02%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
606
shares
|
$210,791
0.07% of portfolio
|
Q2 2024
Added 13.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
601
shares
|
$209,051
0.0% of portfolio
|
Q1 2025
Reduced 41.54%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
600
shares
|
$208,703
0.09% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
600
shares
|
$208,703
0.01% of portfolio
|
Q2 2025
Reduced 83.28%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
600
shares
|
$208,703
0.04% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
600
shares
|
$208,703
0.17% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
600
shares
|
$208,703
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
596
shares
|
$207,312
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
595
shares
|
$206,964
0.01% of portfolio
|
Q4 2024
Reduced 24.11%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
595
shares
|
$206,964
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
594
shares
|
$206,616
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
594
shares
|
$206,616
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
593
shares
|
$206,269
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
591
shares
|
$205,573
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
590
shares
|
$205,225
0.09% of portfolio
|
Q1 2021
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
590
shares
|
$205,225
0.06% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
589
shares
|
$204,877
0.44% of portfolio
|
Q3 2023
Added 5.37%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
589
shares
|
$204,877
0.19% of portfolio
|
Q1 2025
Reduced 43.2%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
587
shares
|
$204,182
0.06% of portfolio
|
Q1 2025
New holding
|