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 |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
2,499
shares
|
$774,690
0.07% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Jul 31, 2025 Q2 2025 |
2,485
shares
|
$770,350
0.04% of portfolio
|
Q2 2025
Reduced 25.58%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
2,480
shares
|
$768,800
0.07% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
2,467
shares
|
$764,770
0.03% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
2,465
shares
|
$764,150
0.01% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,461
shares
|
$762,910
0.05% of portfolio
|
Q2 2025
Added 45.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,457
shares
|
$761,670
0.02% of portfolio
|
Q2 2025
Added 36.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,447
shares
|
$758,570
0.02% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
2,441
shares
|
$756,710
0.17% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 13, 2025 Q2 2025 |
2,438
shares
|
$755,780
0.02% of portfolio
|
Q2 2025
Reduced 75.38%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
2,426
shares
|
$752,060
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
2,423
shares
|
$751,130
0.07% of portfolio
|
Q2 2025
Added 20.61%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,415
shares
|
$748,650
0.13% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,391
shares
|
$741,210
0.05% of portfolio
|
Q2 2025
Reduced 43.0%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,389
shares
|
$740,590
0.19% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
2,370
shares
|
$734,700
0.02% of portfolio
|
Q2 2025
Added 17.04%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
2,363
shares
|
$732,530
0.38% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,358
shares
|
$730,980
0.01% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
2,350
shares
|
$728,500
0.44% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
2,348
shares
|
$727,880
0.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,325
shares
|
$720,750
0.2% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,319
shares
|
$718,890
0.0% of portfolio
|
Q2 2025
Added 64.47%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,318
shares
|
$718,580
0.28% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,317
shares
|
$718,270
0.05% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
2,302
shares
|
$713,620
0.07% of portfolio
|
Q2 2025
Reduced 14.01%
|