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 1,801 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $89.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
501
shares
|
$217,574
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
500
shares
|
$217,140
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$217,140
0.12% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
492
shares
|
$213,665
0.02% of portfolio
|
Q4 2023
Reduced 14.43%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
491
shares
|
$213,231
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
489
shares
|
$212,362
0.09% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
488
shares
|
$211,928
0.02% of portfolio
|
Q4 2024
Reduced 78.96%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
474
shares
|
$205,848
0.01% of portfolio
|
Q2 2022
Reduced 17.42%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
466
shares
|
$202,374
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
454
shares
|
$197,163
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
453
shares
|
$196,728
0.01% of portfolio
|
Q4 2024
Reduced 33.58%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
450
shares
|
$195,426
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
440
shares
|
$191,083
0.03% of portfolio
|
Q4 2024
Reduced 24.91%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
436
shares
|
$189,346
0.03% of portfolio
|
Q3 2024
Reduced 44.81%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
434
shares
|
$188,477
0.05% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
433
shares
|
$188,043
0.01% of portfolio
|
Q4 2024
Reduced 30.61%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
425
shares
|
$184,569
0.57% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
420
shares
|
$182,397
0.02% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
411
shares
|
$178,489
0.03% of portfolio
|
Q4 2024
Added 3636.36%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
401
shares
|
$174,146
0.02% of portfolio
|
Q4 2024
Reduced 18.16%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
400
shares
|
$173,712
0.04% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
395
shares
|
$171,540
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
391
shares
|
$169,803
0.04% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
388
shares
|
$168,500
0.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
386
shares
|
$167,632
0.01% of portfolio
|
Q4 2024
Reduced 39.97%
|