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 1,802 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $89.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
1,604
shares
|
$685,212
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
1,596
shares
|
$681,795
0.09% of portfolio
|
Q4 2024
Added 26.47%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
1,582
shares
|
$675,814
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
1,582
shares
|
$675,814
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,576
shares
|
$673,251
0.04% of portfolio
|
Q4 2024
Reduced 31.18%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
1,570
shares
|
$670,688
0.04% of portfolio
|
Q4 2024
Reduced 42.51%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
1,564
shares
|
$668,125
0.02% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
1,555
shares
|
$664,280
0.04% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
1,544
shares
|
$659,581
1.11% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
1,540
shares
|
$657,872
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
1,539
shares
|
$657,445
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
1,537
shares
|
$656,591
0.01% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
1,535
shares
|
$655,736
0.06% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,525
shares
|
$651,464
0.06% of portfolio
|
Q3 2023
Reduced 3.17%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
1,524
shares
|
$651,037
0.01% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
1,518
shares
|
$648,474
0.05% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
1,516
shares
|
$647,620
0.07% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
1,514
shares
|
$646,765
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,512
shares
|
$645,911
0.22% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,512
shares
|
$645,911
0.01% of portfolio
|
Q1 2024
Added 14.11%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,510
shares
|
$645,056
0.04% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
1,509
shares
|
$644,629
0.01% of portfolio
|
Q4 2024
Added 48.09%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
1,509
shares
|
$644,629
0.27% of portfolio
|
Q4 2024
Added 168.03%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
1,509
shares
|
$644,629
0.45% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,488
shares
|
$635,658
0.06% of portfolio
|
Q4 2024
Added 2.06%
|