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 |
|---|---|---|---|---|---|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
385
shares
|
$167,197
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
380
shares
|
$165,026
0.03% of portfolio
|
Q1 2022
Added 375.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
375
shares
|
$162,855
0.02% of portfolio
|
Q1 2024
Added 7.45%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
370
shares
|
$160,683
0.01% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
365
shares
|
$158,512
0.19% of portfolio
|
Q3 2022
Added 220.18%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
356
shares
|
$154,603
0.03% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
350
shares
|
$151,998
0.01% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
348
shares
|
$151,129
0.02% of portfolio
|
Q2 2024
Added 6.75%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
338
shares
|
$146,786
0.01% of portfolio
|
Q2 2024
Added 207.27%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
338
shares
|
$146,786
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
331
shares
|
$143,746
0.01% of portfolio
|
Q4 2024
Added 289.41%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
322
shares
|
$139,838
0.01% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
321
shares
|
$139,403
0.04% of portfolio
|
Q4 2024
Reduced 47.03%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
317
shares
|
$137,666
0.08% of portfolio
|
Q4 2023
Added 36.64%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
303
shares
|
$131,586
0.08% of portfolio
|
Q4 2023
Reduced 7.34%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
302
shares
|
$131,152
0.04% of portfolio
|
Q4 2024
Reduced 59.95%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
300
shares
|
$130,283
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
300
shares
|
$130,283
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
300
shares
|
$130,283
0.05% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
300
shares
|
$130,283
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
299
shares
|
$129,849
4.72% of portfolio
|
Q3 2024
Reduced 97.81%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
288
shares
|
$125,072
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
283
shares
|
$122,901
0.01% of portfolio
|
Q4 2024
Reduced 18.68%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
277
shares
|
$120,295
0.02% of portfolio
|
Q4 2024
Reduced 95.66%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
274
shares
|
$118,992
0.08% of portfolio
|
Q4 2024
Reduced 13.02%
|