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 |
|---|---|---|---|---|---|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
525
shares
|
$182,616
0.05% of portfolio
|
Q1 2025
Reduced 37.35%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
524
shares
|
$182,268
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
524
shares
|
$182,268
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
518
shares
|
$180,181
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
514
shares
|
$178,789
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
512
shares
|
$178,094
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
512
shares
|
$178,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
511
shares
|
$177,746
0.02% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
510
shares
|
$177,398
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
508
shares
|
$176,702
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
504
shares
|
$175,311
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
504
shares
|
$175,311
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
502
shares
|
$174,615
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
501
shares
|
$174,267
0.03% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
501
shares
|
$174,267
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
500
shares
|
$173,920
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
500
shares
|
$173,920
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
499
shares
|
$173,572
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
497
shares
|
$172,876
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
497
shares
|
$172,876
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
496
shares
|
$172,528
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
493
shares
|
$171,485
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
492
shares
|
$171,137
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
492
shares
|
$171,137
0.02% of portfolio
|
Q4 2023
Reduced 14.43%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
491
shares
|
$170,789
0.04% of portfolio
|
Q1 2025
New holding
|