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 |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2
shares
|
$695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2
shares
|
$695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$347
0.0% of portfolio
|
Q1 2025
Reduced 99.91%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1
shares
|
$347
0.0% of portfolio
|
Q3 2022
Reduced 80.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$347
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
1
shares
|
$347
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1
shares
|
$347
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|