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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
557
shares
|
$193,746
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
557
shares
|
$193,746
0.05% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
557
shares
|
$193,746
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
554
shares
|
$192,703
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
553
shares
|
$192,355
0.1% of portfolio
|
Q1 2025
Reduced 25.07%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
553
shares
|
$192,355
0.04% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
551
shares
|
$191,659
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
551
shares
|
$191,659
0.05% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
546
shares
|
$189,920
0.02% of portfolio
|
Q2 2022
Reduced 15.48%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
546
shares
|
$189,920
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
542
shares
|
$188,529
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
542
shares
|
$188,529
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
542
shares
|
$188,529
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
542
shares
|
$188,529
0.01% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
540
shares
|
$187,833
0.03% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
539
shares
|
$187,485
0.12% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
537
shares
|
$186,790
0.04% of portfolio
|
Q3 2022
Added 31.62%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
536
shares
|
$186,442
0.1% of portfolio
|
Q1 2025
Reduced 50.83%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
535
shares
|
$186,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
535
shares
|
$186,094
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
534
shares
|
$185,746
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
530
shares
|
$184,355
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
529
shares
|
$184,007
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
526
shares
|
$182,963
0.07% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
525
shares
|
$182,616
0.12% of portfolio
|
Q1 2025
Reduced 12.65%
|