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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
1,895
shares
|
$587,450
0.02% of portfolio
|
Q2 2025
Reduced 13.63%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
1,894
shares
|
$587,140
0.03% of portfolio
|
Q1 2023
Reduced 4.1%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,889
shares
|
$585,590
0.07% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
1,883
shares
|
$583,730
0.41% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
1,880
shares
|
$582,800
0.09% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
1,880
shares
|
$582,800
0.01% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
1,877
shares
|
$581,870
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
1,874
shares
|
$580,940
0.03% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,873
shares
|
$580,630
0.06% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
1,871
shares
|
$580,010
0.18% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
1,865
shares
|
$578,150
0.45% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,857
shares
|
$575,670
0.59% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,854
shares
|
$574,740
0.01% of portfolio
|
Q2 2024
Added 15.08%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,850
shares
|
$573,500
0.04% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
1,842
shares
|
$571,020
0.1% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
1,828
shares
|
$566,680
0.04% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
1,827
shares
|
$566,370
0.01% of portfolio
|
Q2 2025
Reduced 18.94%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
1,825
shares
|
$565,750
0.15% of portfolio
|
Q2 2025
Reduced 84.32%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,820
shares
|
$564,200
0.02% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
1,819
shares
|
$563,890
0.0% of portfolio
|
Q4 2023
Added 23.83%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
1,816
shares
|
$562,960
0.06% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,814
shares
|
$562,340
0.1% of portfolio
|
Q2 2025
Added 29.02%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
Aug 14, 2025 Q2 2025 |
1,800
shares
|
$558,000
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,788
shares
|
$554,280
0.14% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,784
shares
|
$553,040
0.52% of portfolio
|
Q1 2025
Reduced 24.47%
|