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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,670
shares
|
$517,700
0.03% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
1,669
shares
|
$517,390
0.35% of portfolio
|
Q2 2025
Added 248.43%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,667
shares
|
$516,770
0.07% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
1,659
shares
|
$514,290
0.01% of portfolio
|
Q2 2025
Added 25.87%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
1,648
shares
|
$510,880
0.06% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
1,647
shares
|
$510,570
0.21% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
1,646
shares
|
$510,260
0.15% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
1,644
shares
|
$509,640
0.26% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
1,640
shares
|
$508,400
0.45% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,622
shares
|
$502,820
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
1,619
shares
|
$501,890
0.01% of portfolio
|
Q2 2025
Added 41.52%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,614
shares
|
$500,340
0.06% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,613
shares
|
$500,030
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
1,612
shares
|
$499,720
0.51% of portfolio
|
Q3 2022
Added 12.81%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,611
shares
|
$499,410
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,607
shares
|
$498,170
0.05% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,596
shares
|
$494,760
0.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
1,596
shares
|
$494,760
0.07% of portfolio
|
Q2 2025
Added 33.56%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
1,590
shares
|
$492,900
0.1% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
1,589
shares
|
$492,590
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,580
shares
|
$489,800
0.21% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
1,580
shares
|
$489,800
0.01% of portfolio
|
Q2 2025
Added 18.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
1,574
shares
|
$487,940
0.03% of portfolio
|
Q2 2025
Reduced 47.78%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
1,565
shares
|
$485,150
0.0% of portfolio
|
Q2 2025
Reduced 67.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,565
shares
|
$485,150
0.05% of portfolio
|
Q2 2025
Added 20.11%
|