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 1,872 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $70.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
4,039
shares
|
$1.4 Million
0.18% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
4,021
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
4,019
shares
|
$1.4 Million
0.28% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
4,009
shares
|
$1.39 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
4,000
shares
|
$1.39 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Shay Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,000
shares
|
$1.39 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,999
shares
|
$1.39 Million
0.12% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
3,991
shares
|
$1.39 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
3,978
shares
|
$1.38 Million
1.52% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
3,959
shares
|
$1.38 Million
1.01% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
3,946
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
3,924
shares
|
$1.36 Million
0.17% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,922
shares
|
$1.36 Million
0.2% of portfolio
|
Q4 2023
Added 1.13%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,905
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Added 45.28%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
3,898
shares
|
$1.36 Million
0.09% of portfolio
|
Q1 2025
Added 65.66%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,872
shares
|
$1.35 Million
1.37% of portfolio
|
Q1 2025
Added 72.93%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
3,860
shares
|
$1.34 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
3,843
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,840
shares
|
$1.34 Million
0.35% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
3,832
shares
|
$1.33 Million
0.44% of portfolio
|
Q1 2025
Added 50.63%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
3,810
shares
|
$1.33 Million
0.33% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
3,804
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
3,794
shares
|
$1.32 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
3,760
shares
|
$1.31 Million
0.25% of portfolio
|
Q1 2025
Added 23.56%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
3,750
shares
|
$1.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.64%
|