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 |
|---|---|---|---|---|---|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,331
shares
|
$462,975
0.33% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
1,330
shares
|
$462,627
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,329
shares
|
$462,279
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,328
shares
|
$461,931
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,328
shares
|
$461,931
0.02% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
1,325
shares
|
$460,887
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,320
shares
|
$459,148
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,318
shares
|
$458,453
0.01% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
1,313
shares
|
$456,713
0.03% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
1,312
shares
|
$456,366
0.02% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
1,311
shares
|
$456,018
0.16% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,311
shares
|
$456,018
0.02% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,307
shares
|
$454,626
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,306
shares
|
$454,279
0.01% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
1,303
shares
|
$453,235
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
1,300
shares
|
$452,191
0.37% of portfolio
|
Q1 2025
Added 59.51%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,295
shares
|
$450,452
0.07% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
1,288
shares
|
$448,017
0.14% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,280
shares
|
$445,235
0.06% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
1,270
shares
|
$441,756
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,268
shares
|
$441,061
0.06% of portfolio
|
Q2 2025
Reduced 48.75%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,268
shares
|
$441,061
0.14% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
1,268
shares
|
$441,061
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
1,267
shares
|
$440,713
0.1% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
1,266
shares
|
$440,365
0.1% of portfolio
|
Q1 2025
New holding
|