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 |
|---|---|---|---|---|---|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
490
shares
|
$170,441
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
488
shares
|
$169,745
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
484
shares
|
$168,354
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
483
shares
|
$168,006
0.01% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
483
shares
|
$168,006
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
483
shares
|
$168,006
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
479
shares
|
$166,615
0.13% of portfolio
|
Q1 2025
Reduced 30.98%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
479
shares
|
$166,615
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
475
shares
|
$165,224
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
474
shares
|
$164,876
0.01% of portfolio
|
Q2 2022
Reduced 17.42%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
472
shares
|
$164,180
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
469
shares
|
$163,136
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
467
shares
|
$162,441
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
464
shares
|
$161,397
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
463
shares
|
$161,049
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
463
shares
|
$161,049
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
462
shares
|
$160,702
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
462
shares
|
$160,702
0.01% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
462
shares
|
$160,702
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
462
shares
|
$160,702
0.18% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
461
shares
|
$160,354
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
460
shares
|
$160,006
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
454
shares
|
$157,919
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
451
shares
|
$156,875
0.0% of portfolio
|
Q1 2025
Added 78.97%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
450
shares
|
$156,528
0.03% of portfolio
|
Q4 2021
New holding
|