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 |
|---|---|---|---|---|---|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,730
shares
|
$846,300
0.11% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,723
shares
|
$844,130
0.05% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,713
shares
|
$841,030
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
2,705
shares
|
$838,550
0.24% of portfolio
|
Q2 2025
Added 2099.19%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
2,702
shares
|
$837,620
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
2,690
shares
|
$833,900
0.08% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,676
shares
|
$829,560
0.02% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Jul 29, 2025 Q2 2025 |
2,674
shares
|
$828,940
0.29% of portfolio
|
Q1 2025
Added 28.93%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
2,662
shares
|
$825,220
0.11% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,648
shares
|
$820,880
0.08% of portfolio
|
Q2 2025
Added 28.98%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
2,644
shares
|
$819,640
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
2,635
shares
|
$816,850
0.08% of portfolio
|
Q2 2025
Added 319.59%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
2,631
shares
|
$815,610
0.09% of portfolio
|
Q2 2025
Reduced 83.41%
|
|
|
Tema Etfs LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,631
shares
|
$815,610
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
2,606
shares
|
$807,860
0.29% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
2,603
shares
|
$806,930
0.84% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
2,600
shares
|
$806,000
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
2,599
shares
|
$805,690
0.08% of portfolio
|
Q2 2025
Added 162.79%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
2,568
shares
|
$796,080
0.67% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
2,567
shares
|
$795,770
0.64% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,563
shares
|
$794,530
0.03% of portfolio
|
Q3 2022
Added 140.88%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
2,534
shares
|
$785,540
0.14% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jul 30, 2025 Q2 2025 |
2,525
shares
|
$782,750
0.64% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,515
shares
|
$779,650
0.35% of portfolio
|
Q1 2018
Reduced 6.85%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Aug 13, 2025 Q2 2025 |
2,512
shares
|
$778,720
0.74% of portfolio
|
Q1 2025
Reduced 10.09%
|