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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
1,118
shares
|
$346,580
0.04% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
1,110
shares
|
$344,100
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,109
shares
|
$343,790
0.06% of portfolio
|
Q2 2025
Reduced 21.96%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,108
shares
|
$343,480
0.11% of portfolio
|
Q2 2025
Added 15728.57%
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
1,102
shares
|
$341,620
0.16% of portfolio
|
Q4 2024
Reduced 24.1%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,102
shares
|
$341,620
0.0% of portfolio
|
Q2 2025
Reduced 49.91%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,101
shares
|
$341,310
0.01% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,096
shares
|
$339,760
0.1% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
1,090
shares
|
$337,900
0.01% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,090
shares
|
$337,900
0.01% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,087
shares
|
$336,970
0.04% of portfolio
|
Q2 2025
Added 66.46%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
1,074
shares
|
$332,940
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
1,071
shares
|
$332,010
0.15% of portfolio
|
Q1 2025
Added 38.91%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,066
shares
|
$330,460
0.01% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Aug 13, 2025 Q2 2025 |
1,055
shares
|
$327,050
0.1% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
1,053
shares
|
$326,430
0.16% of portfolio
|
Q4 2024
Reduced 24.08%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,050
shares
|
$325,500
0.18% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,049
shares
|
$325,190
0.05% of portfolio
|
Q3 2022
Reduced 4.72%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,048
shares
|
$324,880
0.13% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
1,042
shares
|
$323,020
0.07% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
1,041
shares
|
$322,710
0.07% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
1,040
shares
|
$322,400
0.12% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
1,036
shares
|
$321,160
0.05% of portfolio
|
Q2 2025
Reduced 51.04%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
1,030
shares
|
$319,300
0.1% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
1,025
shares
|
$317,750
0.31% of portfolio
|
Q2 2025
Added 0.1%
|