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 |
|---|---|---|---|---|---|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
587
shares
|
$204,182
0.07% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
587
shares
|
$204,182
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
587
shares
|
$204,182
0.01% of portfolio
|
Q1 2025
Reduced 51.65%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
586
shares
|
$203,834
0.32% of portfolio
|
Q4 2023
Added 1.21%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
585
shares
|
$203,486
0.07% of portfolio
|
Q1 2025
Reduced 23.03%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
584
shares
|
$203,138
0.01% of portfolio
|
Q1 2025
Added 34.87%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
583
shares
|
$202,790
0.06% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
581
shares
|
$202,095
0.06% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
578
shares
|
$201,051
0.23% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
578
shares
|
$201,051
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
577
shares
|
$200,703
0.02% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
577
shares
|
$200,703
0.01% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
576
shares
|
$200,355
0.03% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
575
shares
|
$200,008
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
572
shares
|
$198,964
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
571
shares
|
$198,616
0.0% of portfolio
|
Q1 2025
Reduced 20.8%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
567
shares
|
$197,225
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
566
shares
|
$196,877
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
566
shares
|
$196,877
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
563
shares
|
$195,833
0.09% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
562
shares
|
$195,486
0.04% of portfolio
|
Q1 2025
Added 27.73%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
560
shares
|
$194,790
0.02% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
559
shares
|
$194,442
0.12% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
559
shares
|
$194,442
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
558
shares
|
$194,094
0.09% of portfolio
|
Q2 2025
Added 1.82%
|