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 1,882 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $70.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
1,436
shares
|
$499,498
0.26% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,436
shares
|
$499,498
0.04% of portfolio
|
Q1 2025
Added 35.86%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
1,426
shares
|
$496,019
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,423
shares
|
$494,976
0.01% of portfolio
|
Q1 2025
Reduced 24.83%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
1,421
shares
|
$494,280
0.1% of portfolio
|
Q1 2025
Reduced 64.11%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,410
shares
|
$490,454
0.0% of portfolio
|
Q1 2025
Reduced 93.18%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,409
shares
|
$490,106
0.05% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,406
shares
|
$489,063
0.11% of portfolio
|
Q1 2025
Added 39.35%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
1,405
shares
|
$488,715
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
1,403
shares
|
$488,019
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
1,380
shares
|
$480,019
0.12% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
1,378
shares
|
$479,323
0.34% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,377
shares
|
$478,975
0.09% of portfolio
|
Q1 2025
Added 33.82%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
1,361
shares
|
$473,410
0.02% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
1,360
shares
|
$473,062
0.18% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
1,358
shares
|
$472,366
0.44% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
1,355
shares
|
$471,323
0.02% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
1,355
shares
|
$471,323
0.26% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,345
shares
|
$467,844
0.06% of portfolio
|
Q1 2025
Added 12.08%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
1,339
shares
|
$465,757
0.04% of portfolio
|
Q1 2025
Reduced 40.3%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,339
shares
|
$465,757
0.01% of portfolio
|
Q1 2025
Added 91.56%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
1,338
shares
|
$465,409
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
1,332
shares
|
$463,322
0.03% of portfolio
|
Q2 2025
Added 61.65%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,332
shares
|
$463,322
0.07% of portfolio
|
Q4 2022
Reduced 1.19%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
1,332
shares
|
$463,322
0.08% of portfolio
|
Q1 2025
Added 1.37%
|