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 |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
1,265
shares
|
$440,017
0.03% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,264
shares
|
$439,669
0.45% of portfolio
|
Q1 2025
Added 19.58%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
1,264
shares
|
$439,669
0.47% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,261
shares
|
$438,626
0.1% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
1,261
shares
|
$438,626
0.01% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
1,257
shares
|
$437,234
0.2% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
1,256
shares
|
$436,887
0.02% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
1,254
shares
|
$436,191
0.03% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
1,250
shares
|
$434,799
0.05% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
1,244
shares
|
$432,712
0.01% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
1,244
shares
|
$432,712
0.09% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
1,237
shares
|
$430,278
0.17% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
1,227
shares
|
$426,799
0.1% of portfolio
|
Q1 2025
Reduced 30.56%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,226
shares
|
$426,451
0.09% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
1,220
shares
|
$424,364
0.1% of portfolio
|
Q1 2025
Reduced 16.44%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
1,218
shares
|
$423,669
0.02% of portfolio
|
Q1 2025
Added 37.63%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
1,215
shares
|
$422,625
0.02% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
1,212
shares
|
$421,582
0.05% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,211
shares
|
$421,234
0.01% of portfolio
|
Q2 2025
Reduced 40.96%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,200
shares
|
$417,407
0.03% of portfolio
|
Q1 2024
Reduced 93.54%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
1,200
shares
|
$417,407
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
1,200
shares
|
$417,407
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
1,195
shares
|
$415,668
0.06% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
1,191
shares
|
$414,277
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
1,188
shares
|
$413,233
0.04% of portfolio
|
Q1 2025
Added 24.27%
|