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 |
|---|---|---|---|---|---|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,840
shares
|
$1.19 Million
0.35% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
3,833
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Added 68.34%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
3,825
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,819
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,810
shares
|
$1.18 Million
0.27% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
3,804
shares
|
$1.18 Million
0.07% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Aug 04, 2025 Q2 2025 |
3,746
shares
|
$1.16 Million
1.66% of portfolio
|
Q2 2025
New holding
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
3,742
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,711
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
3,661
shares
|
$1.13 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
3,649
shares
|
$1.13 Million
0.21% of portfolio
|
Q2 2025
Added 787.83%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
3,647
shares
|
$1.13 Million
0.16% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,635
shares
|
$1.13 Million
0.17% of portfolio
|
Q3 2022
Reduced 0.66%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
3,632
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
3,623
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
3,618
shares
|
$1.12 Million
0.88% of portfolio
|
Q2 2025
Added 240.04%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
3,608
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Added 38.82%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
3,600
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
3,600
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
3,591
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
3,588
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 54.59%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,587
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2023
Reduced 12.36%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
3,576
shares
|
$1.11 Million
0.11% of portfolio
|
Q2 2025
Reduced 38.99%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,565
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2023
Added 2.86%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
3,558
shares
|
$1.1 Million
1.24% of portfolio
|
Q2 2025
Added 12.31%
|