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 |
|---|---|---|---|---|---|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
900
shares
|
$279,000
0.0% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
893
shares
|
$276,830
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
893
shares
|
$276,830
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
893
shares
|
$276,830
0.01% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
891
shares
|
$276,210
0.02% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
891
shares
|
$276,210
0.21% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
891
shares
|
$276,210
0.0% of portfolio
|
Q2 2025
Reduced 50.47%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
887
shares
|
$274,970
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
881
shares
|
$273,110
0.03% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
880
shares
|
$272,800
0.06% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
878
shares
|
$272,180
0.01% of portfolio
|
Q2 2025
Added 39.59%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
878
shares
|
$272,180
0.02% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
877
shares
|
$271,870
0.09% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
876
shares
|
$271,560
0.03% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
874
shares
|
$270,940
0.3% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
872
shares
|
$270,320
0.03% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
871
shares
|
$270,010
0.03% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
870
shares
|
$269,700
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
869
shares
|
$269,390
0.08% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
869
shares
|
$269,390
0.1% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
869
shares
|
$269,390
0.16% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
865
shares
|
$268,150
0.6% of portfolio
|
Q1 2024
Reduced 13.93%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
863
shares
|
$267,530
0.0% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
860
shares
|
$266,600
0.06% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
858
shares
|
$265,980
0.06% of portfolio
|
Q2 2025
Added 12.6%
|