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 |
|---|---|---|---|---|---|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
893
shares
|
$310,621
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
891
shares
|
$309,925
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
882
shares
|
$306,794
0.53% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
880
shares
|
$306,099
0.06% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
877
shares
|
$305,055
0.09% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
876
shares
|
$304,707
0.06% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
871
shares
|
$302,968
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
870
shares
|
$302,620
0.38% of portfolio
|
Q1 2025
Reduced 75.51%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
869
shares
|
$302,272
0.08% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
865
shares
|
$300,881
0.6% of portfolio
|
Q1 2024
Reduced 13.93%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
861
shares
|
$299,490
0.04% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
860
shares
|
$299,142
0.06% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
860
shares
|
$299,142
0.03% of portfolio
|
Q1 2025
Added 41.91%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
856
shares
|
$297,751
0.02% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
856
shares
|
$297,751
0.05% of portfolio
|
Q1 2025
Reduced 85.07%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
850
shares
|
$295,664
0.02% of portfolio
|
Q1 2025
Reduced 35.7%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
849
shares
|
$295,316
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
848
shares
|
$294,968
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
846
shares
|
$294,272
0.15% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
844
shares
|
$293,576
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
844
shares
|
$293,576
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
841
shares
|
$292,533
0.01% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
839
shares
|
$291,837
0.03% of portfolio
|
Q4 2024
Reduced 21.88%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
838
shares
|
$291,489
0.08% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
837
shares
|
$291,142
0.07% of portfolio
|
Q1 2025
Added 9.99%
|