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 |
|---|---|---|---|---|---|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9
shares
|
$3,130
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
9
shares
|
$3,130
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
9
shares
|
$3,130
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
9
shares
|
$3,130
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
9
shares
|
$3,130
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
9
shares
|
$3,130
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
8
shares
|
$2,782
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
8
shares
|
$2,782
0.0% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
8
shares
|
$2,782
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
8
shares
|
$2,782
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
8
shares
|
$2,782
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
8
shares
|
$2,782
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
8
shares
|
$2,782
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
8
shares
|
$2,782
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
7
shares
|
$2,434
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
7
shares
|
$2,434
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
7
shares
|
$2,434
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
7
shares
|
$2,434
0.0% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
7
shares
|
$2,434
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
7
shares
|
$2,434
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
7
shares
|
$2,434
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
7
shares
|
$2,434
0.0% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
7
shares
|
$2,434
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
7
shares
|
$2,434
0.0% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
7
shares
|
$2,434
0.0% of portfolio
|
Q4 2024
New holding
|