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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
810
shares
|
$251,100
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
805
shares
|
$249,550
0.0% of portfolio
|
Q2 2025
Reduced 25.26%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
802
shares
|
$248,620
0.15% of portfolio
|
Q2 2025
Added 22.26%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
800
shares
|
$248,000
0.02% of portfolio
|
Q1 2025
Reduced 86.52%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
800
shares
|
$248,000
0.02% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
797
shares
|
$247,070
0.08% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
795
shares
|
$246,450
0.06% of portfolio
|
Q2 2025
Reduced 25.84%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
793
shares
|
$245,830
0.04% of portfolio
|
Q2 2025
Reduced 25.19%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
792
shares
|
$245,520
0.07% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
789
shares
|
$244,590
0.15% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
786
shares
|
$243,660
0.03% of portfolio
|
Q1 2025
Added 103.63%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
781
shares
|
$242,110
0.01% of portfolio
|
Q2 2025
Added 32.15%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
780
shares
|
$241,800
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
778
shares
|
$241,180
0.01% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
776
shares
|
$240,560
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
775
shares
|
$240,250
0.06% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
775
shares
|
$240,250
0.07% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
773
shares
|
$239,630
0.13% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
772
shares
|
$239,320
0.12% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
770
shares
|
$238,700
0.04% of portfolio
|
Q4 2023
Added 41.8%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
770
shares
|
$238,700
0.05% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
769
shares
|
$238,390
0.08% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
768
shares
|
$238,080
0.01% of portfolio
|
Q2 2025
Added 29.29%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
767
shares
|
$237,770
0.01% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
767
shares
|
$237,770
0.04% of portfolio
|
Q2 2025
Reduced 1.16%
|