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 |
|---|---|---|---|---|---|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
29
shares
|
$10,087
0.0% of portfolio
|
Q1 2025
Added 383.33%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
29
shares
|
$10,087
0.0% of portfolio
|
Q1 2025
Reduced 25.64%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
29
shares
|
$10,087
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
28
shares
|
$9,739
0.0% of portfolio
|
Q3 2019
Reduced 86.92%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
27
shares
|
$9,391
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
26
shares
|
$9,043
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
26
shares
|
$9,043
0.01% of portfolio
|
Q1 2025
Added 116.67%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
25
shares
|
$8,696
0.0% of portfolio
|
Q4 2024
Reduced 84.28%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
25
shares
|
$8,696
0.0% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
25
shares
|
$8,696
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
24
shares
|
$8,348
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
24
shares
|
$8,348
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
23
shares
|
$8,000
0.0% of portfolio
|
Q1 2025
Reduced 78.1%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
23
shares
|
$8,000
0.0% of portfolio
|
Q1 2025
Added 283.33%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
23
shares
|
$8,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
23
shares
|
$8,000
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
22
shares
|
$7,652
0.0% of portfolio
|
Q3 2024
Reduced 82.4%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
22
shares
|
$7,652
0.0% of portfolio
|
Q1 2025
Added 57.14%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
22
shares
|
$7,652
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
22
shares
|
$7,652
0.0% of portfolio
|
Q1 2025
Added 37.5%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
22
shares
|
$7,652
0.01% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
21
shares
|
$7,304
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
20
shares
|
$6,956
0.0% of portfolio
|
Q1 2025
Added 900.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
20
shares
|
$6,956
0.0% of portfolio
|
Q4 2024
Reduced 35.48%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
20
shares
|
$6,956
0.0% of portfolio
|
Q4 2024
Added 25.0%
|