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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
62
shares
|
$21,566
0.01% of portfolio
|
Q2 2022
Reduced 43.12%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
62
shares
|
$21,566
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
61
shares
|
$21,218
0.0% of portfolio
|
Q1 2025
Added 41.86%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
60
shares
|
$20,870
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
60
shares
|
$20,870
0.01% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
57
shares
|
$19,826
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
56
shares
|
$19,479
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
56
shares
|
$19,479
0.0% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
55
shares
|
$19,131
0.0% of portfolio
|
Q2 2023
Added 266.67%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
54
shares
|
$18,783
0.0% of portfolio
|
Q4 2024
Reduced 88.91%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
54
shares
|
$18,783
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
54
shares
|
$18,783
0.0% of portfolio
|
Q1 2024
Reduced 35.71%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
53
shares
|
$18,435
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
53
shares
|
$18,435
0.01% of portfolio
|
Q1 2025
Added 60.61%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
52
shares
|
$18,087
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
52
shares
|
$18,087
0.0% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
52
shares
|
$18,087
0.0% of portfolio
|
Q4 2024
Added 477.78%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
50
shares
|
$17,392
0.01% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
50
shares
|
$17,392
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$17,392
0.01% of portfolio
|
Q4 2022
Reduced 5.66%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
50
shares
|
$17,392
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
50
shares
|
$17,392
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
49
shares
|
$17,044
0.0% of portfolio
|
Q4 2022
Added 58.06%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
49
shares
|
$17,044
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
48
shares
|
$16,696
0.0% of portfolio
|
Q1 2025
Reduced 44.83%
|