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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,052
shares
|
$636,120
0.0% of portfolio
|
Q3 2022
Added 5.34%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
2,047
shares
|
$634,570
0.06% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,036
shares
|
$631,160
0.02% of portfolio
|
Q2 2025
Reduced 60.4%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
2,031
shares
|
$629,610
0.11% of portfolio
|
Q1 2025
Added 27.26%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
2,031
shares
|
$629,610
0.59% of portfolio
|
Q2 2025
Added 34.5%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
2,022
shares
|
$626,820
0.18% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
2,019
shares
|
$625,890
0.01% of portfolio
|
Q2 2025
Reduced 28.83%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,014
shares
|
$624,340
0.07% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$620,000
0.09% of portfolio
|
Q1 2019
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
2,000
shares
|
$620,000
0.36% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
1,996
shares
|
$618,760
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,978
shares
|
$613,180
0.02% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
1,971
shares
|
$611,010
0.1% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
1,966
shares
|
$609,460
0.0% of portfolio
|
Q2 2025
Reduced 18.93%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
1,952
shares
|
$605,120
0.15% of portfolio
|
Q2 2025
Reduced 52.45%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,938
shares
|
$600,780
0.07% of portfolio
|
Q2 2022
Added 58.85%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
1,934
shares
|
$599,540
0.13% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,931
shares
|
$598,610
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
1,927
shares
|
$597,370
1.26% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,924
shares
|
$596,440
0.02% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,924
shares
|
$596,440
0.04% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
1,914
shares
|
$593,340
0.05% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
1,909
shares
|
$591,790
0.02% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,901
shares
|
$589,310
0.04% of portfolio
|
Q2 2020
Reduced 2.93%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
1,899
shares
|
$588,690
0.65% of portfolio
|
Q2 2025
Reduced 2.42%
|