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 |
|---|---|---|---|---|---|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
3,509
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,508
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 59.38%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
3,497
shares
|
$1.22 Million
0.08% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,489
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
3,422
shares
|
$1.19 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
3,412
shares
|
$1.19 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,409
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2022
Reduced 6.14%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
3,402
shares
|
$1.18 Million
0.62% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Inkwell Capital LLC
Miami, FL |
May 13, 2025 Q1 2025 |
3,376
shares
|
$1.17 Million
1.6% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
3,365
shares
|
$1.17 Million
0.31% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
3,354
shares
|
$1.17 Million
0.09% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
3,339
shares
|
$1.16 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
High Vista Strategies LLC
Boston, MA |
May 15, 2025 Q1 2025 |
3,300
shares
|
$1.15 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,297
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Added 25.41%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
3,237
shares
|
$1.13 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,210
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
3,189
shares
|
$1.11 Million
0.27% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Todd Asset Management LLC
|
May 12, 2025 Q1 2025 |
3,182
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
3,177
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
3,172
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
3,164
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,163
shares
|
$1.1 Million
0.16% of portfolio
|
Q2 2025
Added 21.09%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
3,157
shares
|
$1.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 80.55%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
3,138
shares
|
$1.09 Million
0.21% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,134
shares
|
$1.09 Million
2.17% of portfolio
|
Q3 2024
Added 3.95%
|