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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,458
shares
|
$451,980
0.03% of portfolio
|
Q2 2025
Added 71.53%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
1,457
shares
|
$451,670
0.33% of portfolio
|
Q4 2023
Reduced 3.76%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,455
shares
|
$451,050
0.07% of portfolio
|
Q1 2025
Added 113.97%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
1,445
shares
|
$447,950
0.02% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
1,443
shares
|
$447,330
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
1,436
shares
|
$445,160
0.01% of portfolio
|
Q2 2025
Added 26.97%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
1,436
shares
|
$445,160
0.26% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
1,434
shares
|
$444,540
0.03% of portfolio
|
Q2 2025
Reduced 34.79%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
1,419
shares
|
$439,890
0.1% of portfolio
|
Q2 2025
Reduced 59.78%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
1,418
shares
|
$439,580
0.03% of portfolio
|
Q2 2025
Reduced 40.22%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
1,417
shares
|
$439,270
0.01% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,414
shares
|
$438,340
0.02% of portfolio
|
Q2 2025
Added 82.69%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,409
shares
|
$436,790
0.05% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,408
shares
|
$436,480
0.03% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,405
shares
|
$435,550
0.3% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,405
shares
|
$435,550
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
1,403
shares
|
$434,930
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
1,388
shares
|
$430,280
0.33% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
1,381
shares
|
$428,110
0.23% of portfolio
|
Q2 2025
Added 287.92%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
1,380
shares
|
$427,800
0.12% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
1,380
shares
|
$427,800
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,380
shares
|
$427,800
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
1,365
shares
|
$423,150
0.44% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
1,361
shares
|
$421,910
0.02% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
1,360
shares
|
$421,600
0.18% of portfolio
|
Q2 2025
Reduced 2.16%
|