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 |
|---|---|---|---|---|---|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
2,292
shares
|
$710,520
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
2,289
shares
|
$709,590
0.03% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,282
shares
|
$707,420
0.02% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
2,273
shares
|
$704,630
0.17% of portfolio
|
Q2 2025
Added 171.57%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
2,269
shares
|
$703,390
0.12% of portfolio
|
Q2 2025
Reduced 39.65%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
2,244
shares
|
$695,640
0.69% of portfolio
|
Q2 2025
Added 48.71%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,231
shares
|
$691,610
0.01% of portfolio
|
Q2 2025
Reduced 22.88%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,230
shares
|
$691,300
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
2,226
shares
|
$690,060
0.2% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,224
shares
|
$689,440
0.11% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,217
shares
|
$687,270
0.03% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
2,214
shares
|
$686,340
0.15% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
2,214
shares
|
$686,340
0.36% of portfolio
|
Q2 2025
Added 31.47%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
2,213
shares
|
$686,030
0.17% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
2,189
shares
|
$678,590
0.02% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
2,185
shares
|
$677,350
0.2% of portfolio
|
Q1 2025
Reduced 67.74%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
2,180
shares
|
$675,800
0.74% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
2,143
shares
|
$664,330
0.01% of portfolio
|
Q2 2025
Added 26.21%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
2,133
shares
|
$661,230
0.03% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
2,133
shares
|
$661,230
0.16% of portfolio
|
Q2 2025
Added 99.72%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
2,127
shares
|
$659,370
0.52% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
2,121
shares
|
$657,510
0.06% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$651,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
2,081
shares
|
$645,110
0.69% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
2,067
shares
|
$640,770
0.06% of portfolio
|
Q2 2025
Reduced 13.15%
|