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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,203
shares
|
$372,930
0.02% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,200
shares
|
$372,000
0.03% of portfolio
|
Q1 2024
Reduced 93.54%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
1,200
shares
|
$372,000
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
1,195
shares
|
$370,450
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,194
shares
|
$370,140
0.03% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
1,191
shares
|
$369,210
0.15% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
1,189
shares
|
$368,590
0.01% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,187
shares
|
$367,970
0.03% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
1,186
shares
|
$367,660
0.03% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,183
shares
|
$366,730
0.02% of portfolio
|
Q2 2025
Reduced 20.39%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
1,183
shares
|
$366,730
0.18% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,182
shares
|
$366,420
0.05% of portfolio
|
Q3 2022
Added 5.44%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
1,171
shares
|
$363,010
0.05% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,171
shares
|
$363,010
0.01% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
1,168
shares
|
$362,080
0.08% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
1,164
shares
|
$360,840
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Monarch Capital Management Inc
|
Aug 20, 2025 Q2 2025 |
1,153
shares
|
$357,430
0.12% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,150
shares
|
$356,500
0.11% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
1,148
shares
|
$355,880
0.04% of portfolio
|
Q4 2024
Added 16.9%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
1,146
shares
|
$355,260
0.02% of portfolio
|
Q2 2025
Added 79.91%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
1,143
shares
|
$354,330
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
1,143
shares
|
$354,330
0.19% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
1,141
shares
|
$353,710
0.06% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,136
shares
|
$352,160
0.03% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,125
shares
|
$348,750
0.01% of portfolio
|
Q2 2025
Reduced 23.05%
|