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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,229
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
3,223
shares
|
$999,130
0.06% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
3,214
shares
|
$996,340
0.03% of portfolio
|
Q2 2025
Added 79.25%
|
|
|
Todd Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
3,182
shares
|
$986,420
0.03% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
3,169
shares
|
$982,390
0.25% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
3,164
shares
|
$980,840
0.12% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,163
shares
|
$980,530
0.16% of portfolio
|
Q2 2025
Added 21.09%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
3,154
shares
|
$977,740
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
3,143
shares
|
$974,330
0.13% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
3,141
shares
|
$973,710
0.02% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
3,139
shares
|
$973,090
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,134
shares
|
$971,540
2.17% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
3,129
shares
|
$969,990
0.02% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,128
shares
|
$969,680
0.01% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
3,115
shares
|
$965,650
0.01% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
3,092
shares
|
$958,520
0.19% of portfolio
|
Q2 2025
Added 540.17%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
3,064
shares
|
$949,840
0.14% of portfolio
|
Q2 2025
Added 30.61%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,026
shares
|
$938,060
0.01% of portfolio
|
Q4 2022
Added 2.75%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,024
shares
|
$937,440
0.03% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
3,023
shares
|
$937,130
0.03% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
3,021
shares
|
$936,510
0.04% of portfolio
|
Q2 2025
Added 56.37%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,008
shares
|
$932,480
0.01% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,006
shares
|
$931,860
0.03% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
3,000
shares
|
$930,000
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
2,987
shares
|
$925,970
0.04% of portfolio
|
Q2 2025
New holding
|