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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
45
shares
|
$15,652
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
45
shares
|
$15,652
0.01% of portfolio
|
Q2 2021
Reduced 4.26%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
41
shares
|
$14,261
0.01% of portfolio
|
Q4 2024
Reduced 14.58%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
41
shares
|
$14,261
0.01% of portfolio
|
Q4 2023
Reduced 19.61%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
40
shares
|
$13,913
0.0% of portfolio
|
Q4 2024
Reduced 31.03%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
40
shares
|
$13,913
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
40
shares
|
$13,913
0.01% of portfolio
|
Q1 2025
Added 185.71%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
39
shares
|
$13,565
0.01% of portfolio
|
Q1 2025
Reduced 22.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
39
shares
|
$13,565
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
38
shares
|
$13,217
0.01% of portfolio
|
Q1 2024
Reduced 83.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
37
shares
|
$12,870
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
35
shares
|
$12,174
0.0% of portfolio
|
Q2 2025
Added 29.63%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
35
shares
|
$12,174
0.01% of portfolio
|
Q1 2025
Reduced 98.33%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
33
shares
|
$11,478
0.0% of portfolio
|
Q1 2025
Added 73.68%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
31
shares
|
$10,783
0.0% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
31
shares
|
$10,783
0.0% of portfolio
|
Q2 2024
Reduced 24.39%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
31
shares
|
$10,783
0.0% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
31
shares
|
$10,783
0.0% of portfolio
|
Q2 2023
Reduced 91.76%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
31
shares
|
$10,783
0.01% of portfolio
|
Q1 2025
Added 933.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
31
shares
|
$10,783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
30
shares
|
$10,435
0.0% of portfolio
|
Q3 2021
Reduced 83.78%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
30
shares
|
$10,435
0.01% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
30
shares
|
$10,435
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
29
shares
|
$10,087
0.0% of portfolio
|
Q2 2023
Reduced 38.3%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
29
shares
|
$10,087
0.0% of portfolio
|
Q2 2025
Reduced 63.29%
|