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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
5
shares
|
$2,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
5
shares
|
$2,135
0.0% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
5
shares
|
$2,135
0.0% of portfolio
|
Q4 2024
Reduced 90.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
5
shares
|
$2,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4
shares
|
$1,708
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4
shares
|
$1,708
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4
shares
|
$1,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
4
shares
|
$1,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3
shares
|
$1,281
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
3
shares
|
$1,281
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
3
shares
|
$1,281
0.0% of portfolio
|
Q4 2024
Reduced 86.36%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
3
shares
|
$1,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
3
shares
|
$1,281
0.0% of portfolio
|
Q4 2024
Reduced 88.89%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
3
shares
|
$1,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
3
shares
|
$1,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
2
shares
|
$854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2
shares
|
$854
0.0% of portfolio
|
Q4 2024
Reduced 88.89%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
2
shares
|
$854
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
2
shares
|
$854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
2
shares
|
$854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2
shares
|
$854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
2
shares
|
$854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1
shares
|
$427
0.0% of portfolio
|
Q3 2022
Reduced 80.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$427
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1
shares
|
$427
0.0% of portfolio
|
Q4 2024
Reduced 99.98%
|