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 |
|---|---|---|---|---|---|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
350
shares
|
$121,743
0.01% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
349
shares
|
$121,396
0.02% of portfolio
|
Q2 2025
Added 179.2%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
348
shares
|
$121,048
0.02% of portfolio
|
Q2 2024
Added 6.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
344
shares
|
$119,656
0.01% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
340
shares
|
$118,265
0.01% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
338
shares
|
$117,569
0.01% of portfolio
|
Q2 2024
Added 207.27%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
336
shares
|
$116,874
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
333
shares
|
$115,830
0.1% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
327
shares
|
$113,743
0.01% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
324
shares
|
$112,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
317
shares
|
$110,265
0.06% of portfolio
|
Q4 2023
Added 36.64%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
305
shares
|
$106,091
0.01% of portfolio
|
Q1 2025
Reduced 97.34%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
303
shares
|
$105,395
0.08% of portfolio
|
Q4 2023
Reduced 7.34%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
302
shares
|
$105,047
0.05% of portfolio
|
Q4 2024
Reduced 59.95%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
301
shares
|
$104,699
2.27% of portfolio
|
Q2 2025
New holding
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
300
shares
|
$104,351
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
300
shares
|
$104,351
0.01% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
300
shares
|
$104,351
0.06% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
300
shares
|
$104,351
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
299
shares
|
$104,004
4.72% of portfolio
|
Q3 2024
Reduced 97.81%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
283
shares
|
$98,438
0.0% of portfolio
|
Q1 2025
Reduced 74.34%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
282
shares
|
$98,090
0.02% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
272
shares
|
$94,612
0.02% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
270
shares
|
$93,916
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
269
shares
|
$93,568
0.1% of portfolio
|
Q2 2022
Reduced 24.01%
|