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 |
|---|---|---|---|---|---|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
947
shares
|
$293,570
0.01% of portfolio
|
Q4 2024
Reduced 40.7%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
942
shares
|
$292,020
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
942
shares
|
$292,020
0.05% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
938
shares
|
$290,780
0.07% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
935
shares
|
$289,850
0.03% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Aug 14, 2025 Q2 2025 |
934
shares
|
$289,540
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
933
shares
|
$289,230
0.07% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
931
shares
|
$288,610
0.07% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
929
shares
|
$287,990
0.01% of portfolio
|
Q2 2025
Added 48.64%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
929
shares
|
$287,990
0.24% of portfolio
|
Q2 2025
Added 24.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
928
shares
|
$287,680
0.03% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
926
shares
|
$287,060
0.01% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
926
shares
|
$287,060
0.02% of portfolio
|
Q2 2025
Reduced 53.44%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
926
shares
|
$287,060
0.09% of portfolio
|
Q1 2025
Added 46.52%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
923
shares
|
$286,130
0.11% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
922
shares
|
$285,820
0.1% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
920
shares
|
$285,200
0.05% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
915
shares
|
$283,650
0.27% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
908
shares
|
$281,480
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
907
shares
|
$281,170
0.09% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
906
shares
|
$280,860
0.14% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
905
shares
|
$280,550
0.14% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
904
shares
|
$280,240
0.27% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
901
shares
|
$279,310
0.12% of portfolio
|
Q4 2020
Added 15.36%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
900
shares
|
$279,000
0.01% of portfolio
|
Q2 2025
Added 7.02%
|