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 |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
140
shares
|
$48,697
0.06% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
135
shares
|
$46,958
0.01% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
135
shares
|
$46,958
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
130
shares
|
$45,219
0.02% of portfolio
|
Q3 2023
Added 7.44%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
129
shares
|
$44,871
0.03% of portfolio
|
Q1 2025
Added 330.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
128
shares
|
$44,523
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
127
shares
|
$44,175
0.02% of portfolio
|
Q2 2025
Added 24.51%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
123
shares
|
$42,784
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
122
shares
|
$42,436
0.01% of portfolio
|
Q1 2025
Added 64.86%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
110
shares
|
$38,262
0.03% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
109
shares
|
$37,914
0.02% of portfolio
|
Q1 2023
Added 3.81%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
107
shares
|
$37,218
0.0% of portfolio
|
Q1 2025
Reduced 98.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
105
shares
|
$36,523
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
104
shares
|
$36,175
0.01% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
104
shares
|
$36,175
0.01% of portfolio
|
Q1 2025
Reduced 57.2%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
103
shares
|
$35,827
0.0% of portfolio
|
Q1 2025
Added 586.67%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
102
shares
|
$35,479
0.0% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
102
shares
|
$35,479
0.02% of portfolio
|
Q1 2025
Reduced 76.5%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
102
shares
|
$35,479
0.03% of portfolio
|
Q1 2025
Reduced 26.62%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
100
shares
|
$34,784
0.01% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
100
shares
|
$34,784
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
100
shares
|
$34,784
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
100
shares
|
$34,784
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
99
shares
|
$34,436
0.01% of portfolio
|
Q3 2022
Added 5.32%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
96
shares
|
$33,392
0.0% of portfolio
|
Q4 2024
Reduced 39.62%
|