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 |
|---|---|---|---|---|---|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
856
shares
|
$265,360
0.04% of portfolio
|
Q1 2025
Reduced 85.07%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
849
shares
|
$263,190
0.0% of portfolio
|
Q2 2025
Added 27.29%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
848
shares
|
$262,880
0.05% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
847
shares
|
$262,570
0.38% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
846
shares
|
$262,260
0.12% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
844
shares
|
$261,640
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
842
shares
|
$261,020
0.05% of portfolio
|
Q2 2025
Added 20.8%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
842
shares
|
$261,020
0.04% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
841
shares
|
$260,710
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
840
shares
|
$260,400
0.04% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
834
shares
|
$258,540
0.02% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
834
shares
|
$258,540
0.01% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
830
shares
|
$257,300
0.21% of portfolio
|
Q4 2023
Added 18.74%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
830
shares
|
$257,300
0.06% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
828
shares
|
$256,680
0.06% of portfolio
|
Q2 2025
Reduced 43.29%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
827
shares
|
$256,370
0.1% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
825
shares
|
$255,750
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
817
shares
|
$253,270
0.06% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
816
shares
|
$252,960
0.04% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
815
shares
|
$252,650
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
815
shares
|
$252,650
0.04% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
815
shares
|
$252,650
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
814
shares
|
$252,340
0.02% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
812
shares
|
$251,720
0.08% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
810
shares
|
$251,100
0.17% of portfolio
|
Q4 2022
New holding
|