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 1,844 institutions that hold shares in the stock, with a total of 207 Million shares, which have been reported (via 13F filing form) to have a value of $64.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
8,268
shares
|
$2.56 Million
0.14% of portfolio
|
Q2 2025
Reduced 20.86%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
8,194
shares
|
$2.54 Million
0.09% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
8,043
shares
|
$2.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,036
shares
|
$2.49 Million
0.07% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,034
shares
|
$2.49 Million
0.1% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
8,000
shares
|
$2.48 Million
0.04% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,979
shares
|
$2.47 Million
0.12% of portfolio
|
Q2 2025
Reduced 82.94%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
7,943
shares
|
$2.46 Million
0.16% of portfolio
|
Q2 2025
Added 23.11%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
7,931
shares
|
$2.46 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Arnhold LLC
|
Jul 29, 2025 Q2 2025 |
7,899
shares
|
$2.45 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
7,887
shares
|
$2.44 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
7,840
shares
|
$2.43 Million
0.7% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
7,729
shares
|
$2.4 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
7,703
shares
|
$2.39 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,688
shares
|
$2.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
7,531
shares
|
$2.33 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
7,530
shares
|
$2.33 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,443
shares
|
$2.31 Million
0.04% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
7,439
shares
|
$2.31 Million
0.35% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
7,380
shares
|
$2.29 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,328
shares
|
$2.27 Million
0.34% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
7,245
shares
|
$2.25 Million
0.22% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
7,208
shares
|
$2.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,191
shares
|
$2.23 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
7,159
shares
|
$2.22 Million
0.92% of portfolio
|
Q2 2025
Added 2.9%
|