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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
447
shares
|
$155,484
0.03% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
445
shares
|
$154,788
0.17% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
443
shares
|
$154,093
0.06% of portfolio
|
Q1 2025
Reduced 63.95%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
428
shares
|
$148,875
0.02% of portfolio
|
Q1 2025
Added 107.77%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
425
shares
|
$147,832
0.01% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
425
shares
|
$147,832
0.57% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
424
shares
|
$147,484
0.02% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
420
shares
|
$146,092
0.02% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
411
shares
|
$142,962
0.04% of portfolio
|
Q4 2024
Added 3636.36%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
405
shares
|
$140,875
0.03% of portfolio
|
Q1 2025
Reduced 83.04%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
405
shares
|
$140,875
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
403
shares
|
$140,179
0.05% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
400
shares
|
$139,136
0.05% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
395
shares
|
$137,396
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
390
shares
|
$135,657
0.03% of portfolio
|
Q2 2025
Reduced 31.82%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
385
shares
|
$133,918
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
380
shares
|
$132,179
0.04% of portfolio
|
Q1 2022
Added 375.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
375
shares
|
$130,439
0.02% of portfolio
|
Q1 2024
Added 7.45%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
370
shares
|
$128,700
0.02% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
366
shares
|
$127,309
0.01% of portfolio
|
Q1 2025
Reduced 74.13%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
365
shares
|
$126,961
0.19% of portfolio
|
Q3 2022
Added 220.18%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
360
shares
|
$125,222
0.02% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
359
shares
|
$124,874
0.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
356
shares
|
$123,831
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
351
shares
|
$122,091
0.03% of portfolio
|
Q1 2025
Reduced 19.5%
|