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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
30
shares
|
$12,815
0.01% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
30
shares
|
$12,815
0.01% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
30
shares
|
$12,815
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
29
shares
|
$12,388
0.0% of portfolio
|
Q2 2023
Reduced 38.3%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
28
shares
|
$11,961
0.0% of portfolio
|
Q3 2019
Reduced 86.92%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
27
shares
|
$11,534
0.01% of portfolio
|
Q1 2024
Added 418.52%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
26
shares
|
$11,106
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
25
shares
|
$10,679
0.0% of portfolio
|
Q4 2024
Reduced 84.28%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
25
shares
|
$10,679
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
25
shares
|
$10,679
0.0% of portfolio
|
Q4 2024
Reduced 73.4%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
24
shares
|
$10,252
0.0% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
24
shares
|
$10,252
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
23
shares
|
$9,825
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
22
shares
|
$9,398
0.0% of portfolio
|
Q3 2024
Reduced 82.4%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
22
shares
|
$9,398
0.0% of portfolio
|
Q4 2024
Reduced 37.14%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
22
shares
|
$9,398
0.01% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
21
shares
|
$8,970
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
20
shares
|
$8,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
20
shares
|
$8,543
0.0% of portfolio
|
Q4 2024
Reduced 35.48%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
20
shares
|
$8,543
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
20
shares
|
$8,543
0.01% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
20
shares
|
$8,543
0.01% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
20
shares
|
$8,543
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
19
shares
|
$8,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
19
shares
|
$8,116
0.0% of portfolio
|
Q4 2024
New holding
|