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 |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
1,273
shares
|
$394,630
0.06% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,268
shares
|
$393,080
0.06% of portfolio
|
Q2 2025
Reduced 48.75%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
1,268
shares
|
$393,080
0.12% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
1,268
shares
|
$393,080
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
1,267
shares
|
$392,770
0.1% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
1,264
shares
|
$391,840
0.04% of portfolio
|
Q2 2025
Added 49.06%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
1,264
shares
|
$391,840
0.47% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,261
shares
|
$390,910
0.1% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
1,261
shares
|
$390,910
0.01% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,261
shares
|
$390,910
0.38% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,258
shares
|
$389,980
0.16% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
1,254
shares
|
$388,740
0.03% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
1,250
shares
|
$387,500
0.04% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
1,250
shares
|
$387,500
0.02% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
1,245
shares
|
$385,950
0.29% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,237
shares
|
$383,470
0.06% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
1,234
shares
|
$382,540
0.11% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,229
shares
|
$380,990
0.07% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,228
shares
|
$380,680
0.05% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,226
shares
|
$380,060
0.09% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
1,215
shares
|
$376,650
0.02% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
1,212
shares
|
$375,720
0.05% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,211
shares
|
$375,410
0.01% of portfolio
|
Q2 2025
Reduced 40.96%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
1,205
shares
|
$373,550
0.19% of portfolio
|
Q2 2025
Reduced 71.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
1,203
shares
|
$372,930
0.01% of portfolio
|
Q2 2025
Reduced 18.94%
|