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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
269
shares
|
$93,568
0.01% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
266
shares
|
$92,525
0.01% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
258
shares
|
$89,742
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
257
shares
|
$89,394
0.01% of portfolio
|
Q3 2019
Reduced 17.89%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
257
shares
|
$89,394
0.13% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
253
shares
|
$88,003
0.05% of portfolio
|
Q1 2025
Added 68.67%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
252
shares
|
$87,655
0.01% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
250
shares
|
$86,960
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
242
shares
|
$84,177
0.05% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
241
shares
|
$83,829
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
240
shares
|
$83,481
0.03% of portfolio
|
Q4 2024
Reduced 31.23%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
238
shares
|
$82,785
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
236
shares
|
$82,090
0.05% of portfolio
|
Q2 2024
Reduced 32.57%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
230
shares
|
$80,003
0.02% of portfolio
|
Q1 2025
Added 13.3%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
230
shares
|
$80,003
0.15% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
227
shares
|
$78,959
0.02% of portfolio
|
Q1 2023
Added 0.44%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
226
shares
|
$78,611
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
223
shares
|
$77,568
0.04% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
222
shares
|
$77,220
0.0% of portfolio
|
Q4 2024
Reduced 69.25%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
220
shares
|
$76,524
0.01% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
220
shares
|
$76,524
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
212
shares
|
$73,742
0.01% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
212
shares
|
$73,742
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
199
shares
|
$69,220
0.03% of portfolio
|
Q1 2025
Added 192.65%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
197
shares
|
$68,524
0.01% of portfolio
|
Q1 2025
Reduced 57.45%
|