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 |
|---|---|---|---|---|---|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
1,781
shares
|
$552,110
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
1,768
shares
|
$548,080
0.44% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,768
shares
|
$548,080
0.08% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
1,761
shares
|
$545,910
0.08% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Aug 13, 2025 Q2 2025 |
1,760
shares
|
$545,600
0.02% of portfolio
|
Q4 2024
Added 82.38%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
1,759
shares
|
$545,290
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
1,747
shares
|
$541,570
0.75% of portfolio
|
Q2 2022
Reduced 2.57%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,743
shares
|
$540,330
0.09% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
1,739
shares
|
$539,090
0.25% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
1,732
shares
|
$536,920
1.43% of portfolio
|
Q2 2022
Added 102.34%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,729
shares
|
$535,990
0.2% of portfolio
|
Q2 2025
Reduced 30.84%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,728
shares
|
$535,680
0.02% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,725
shares
|
$534,750
0.09% of portfolio
|
Q2 2025
Reduced 32.14%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
1,716
shares
|
$531,960
0.05% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
1,712
shares
|
$530,720
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
1,707
shares
|
$529,170
0.24% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,696
shares
|
$525,760
0.1% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,695
shares
|
$525,450
0.21% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
1,692
shares
|
$524,520
0.05% of portfolio
|
Q2 2025
Added 69.71%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,683
shares
|
$521,730
0.16% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,683
shares
|
$521,730
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,680
shares
|
$520,800
0.2% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,677
shares
|
$519,870
0.02% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
1,677
shares
|
$519,870
0.29% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
1,670
shares
|
$517,700
0.07% of portfolio
|
Q2 2025
Added 180.67%
|