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 1,803 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $85.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
755
shares
|
$322,528
0.06% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
753
shares
|
$321,674
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
753
shares
|
$321,674
0.01% of portfolio
|
Q4 2024
Reduced 27.87%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
753
shares
|
$321,674
0.02% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
744
shares
|
$317,829
0.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
742
shares
|
$316,974
0.01% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
740
shares
|
$316,120
0.08% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
738
shares
|
$315,266
0.11% of portfolio
|
Q4 2024
Reduced 58.12%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
735
shares
|
$313,984
0.15% of portfolio
|
Q4 2024
Added 33.64%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
732
shares
|
$312,703
0.06% of portfolio
|
Q4 2024
Added 19.41%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
731
shares
|
$312,275
0.03% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
730
shares
|
$311,848
0.14% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
730
shares
|
$311,848
0.11% of portfolio
|
Q2 2023
Reduced 7.01%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
730
shares
|
$311,848
0.04% of portfolio
|
Q4 2024
Reduced 47.56%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
728
shares
|
$310,994
0.03% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
726
shares
|
$310,139
0.14% of portfolio
|
Q4 2024
Reduced 87.36%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
724
shares
|
$309,285
0.16% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
723
shares
|
$308,858
0.02% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
721
shares
|
$308,003
0.0% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
720
shares
|
$307,576
0.14% of portfolio
|
Q4 2024
Added 55.84%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
720
shares
|
$307,576
0.14% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
715
shares
|
$305,440
0.04% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
714
shares
|
$305,013
0.01% of portfolio
|
Q4 2024
Reduced 16.39%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
709
shares
|
$302,877
0.03% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
709
shares
|
$302,877
0.04% of portfolio
|
Q4 2024
Added 42.08%
|