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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,087
shares
|
$378,102
0.04% of portfolio
|
Q2 2025
Added 66.46%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
1,081
shares
|
$376,015
0.1% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,079
shares
|
$375,319
0.01% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
1,072
shares
|
$372,884
0.06% of portfolio
|
Q1 2025
Added 46.45%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
1,071
shares
|
$372,536
0.2% of portfolio
|
Q1 2025
Added 38.91%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
1,068
shares
|
$371,493
0.11% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
1,068
shares
|
$371,493
0.11% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,066
shares
|
$370,797
0.01% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
1,064
shares
|
$370,101
0.04% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
1,064
shares
|
$370,101
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
1,060
shares
|
$368,710
0.06% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
1,053
shares
|
$366,275
0.2% of portfolio
|
Q4 2024
Reduced 24.08%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
1,052
shares
|
$365,927
0.01% of portfolio
|
Q1 2025
Added 57.25%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
1,052
shares
|
$365,927
0.02% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,050
shares
|
$365,232
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,050
shares
|
$365,232
0.18% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,049
shares
|
$364,884
0.05% of portfolio
|
Q3 2022
Reduced 4.72%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
1,048
shares
|
$364,536
0.06% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
1,048
shares
|
$364,536
0.21% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
1,043
shares
|
$362,797
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
1,040
shares
|
$361,753
0.12% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
1,029
shares
|
$357,927
0.08% of portfolio
|
Q1 2025
Added 26.41%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
1,024
shares
|
$356,188
0.38% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
1,021
shares
|
$355,144
0.02% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
1,016
shares
|
$353,405
0.19% of portfolio
|
Q1 2025
Added 0.1%
|