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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
20
shares
|
$6,956
0.01% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
20
shares
|
$6,956
0.01% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
20
shares
|
$6,956
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
19
shares
|
$6,608
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
18
shares
|
$6,261
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
16
shares
|
$5,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
16
shares
|
$5,565
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
16
shares
|
$5,565
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
16
shares
|
$5,565
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
15
shares
|
$5,217
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
15
shares
|
$5,217
0.0% of portfolio
|
Q2 2023
Reduced 40.0%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
15
shares
|
$5,217
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
15
shares
|
$5,217
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
14
shares
|
$4,869
0.0% of portfolio
|
Q4 2022
Reduced 17.65%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
14
shares
|
$4,869
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
13
shares
|
$4,521
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
13
shares
|
$4,521
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
12
shares
|
$4,174
0.0% of portfolio
|
Q2 2024
Reduced 70.73%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
11
shares
|
$3,826
0.0% of portfolio
|
Q2 2023
Added 37.5%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
11
shares
|
$3,826
0.01% of portfolio
|
Q1 2025
Reduced 54.17%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
10
shares
|
$3,478
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
10
shares
|
$3,478
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
10
shares
|
$3,478
0.0% of portfolio
|
Q1 2025
Reduced 96.39%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
10
shares
|
$3,478
0.0% of portfolio
|
Q4 2024
Reduced 92.19%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9
shares
|
$3,130
0.0% of portfolio
|
Q4 2020
Reduced 60.87%
|