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 |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
93
shares
|
$32,349
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
91
shares
|
$31,653
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
91
shares
|
$31,653
0.01% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
91
shares
|
$31,653
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
85
shares
|
$29,566
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
84
shares
|
$29,218
0.01% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
84
shares
|
$29,218
0.03% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
83
shares
|
$28,870
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
77
shares
|
$26,783
0.0% of portfolio
|
Q1 2025
Added 28.33%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
76
shares
|
$26,435
0.01% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
76
shares
|
$26,435
0.02% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
75
shares
|
$26,087
0.0% of portfolio
|
Q4 2023
Added 1.35%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
75
shares
|
$26,087
0.01% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
75
shares
|
$26,087
0.0% of portfolio
|
Q2 2023
Reduced 27.18%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
75
shares
|
$26,087
0.02% of portfolio
|
Q1 2023
Reduced 58.56%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
72
shares
|
$25,044
0.03% of portfolio
|
Q1 2025
Added 1340.0%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
70
shares
|
$24,348
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
70
shares
|
$24,348
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
70
shares
|
$24,348
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
69
shares
|
$24,000
0.02% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
67
shares
|
$23,305
0.03% of portfolio
|
Q1 2025
Added 179.17%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
66
shares
|
$22,957
0.0% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
66
shares
|
$22,957
0.01% of portfolio
|
Q1 2021
Reduced 17.5%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
64
shares
|
$22,261
0.01% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
63
shares
|
$21,913
0.01% of portfolio
|
Q1 2025
Added 152.0%
|