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 |
|---|---|---|---|---|---|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
765
shares
|
$237,150
0.06% of portfolio
|
Q2 2025
Reduced 79.39%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
765
shares
|
$237,150
0.2% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
764
shares
|
$236,840
0.02% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
762
shares
|
$236,220
0.18% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
756
shares
|
$234,360
0.03% of portfolio
|
Q2 2025
Added 69.89%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 12, 2025 Q2 2025 |
756
shares
|
$234,360
0.04% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
756
shares
|
$234,360
0.01% of portfolio
|
Q2 2025
Reduced 35.82%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Jul 31, 2025 Q2 2025 |
755
shares
|
$234,050
0.11% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
755
shares
|
$234,050
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
753
shares
|
$233,430
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Capital Investments LLC
Short Hills, NJ |
Aug 08, 2025 Q2 2025 |
750
shares
|
$232,500
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
749
shares
|
$232,190
0.08% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
748
shares
|
$231,880
0.04% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
745
shares
|
$230,950
0.03% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
745
shares
|
$230,950
0.01% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
741
shares
|
$229,710
0.0% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
740
shares
|
$229,400
0.07% of portfolio
|
Q2 2025
Reduced 48.58%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
740
shares
|
$229,400
0.06% of portfolio
|
Q1 2025
Reduced 48.72%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
735
shares
|
$227,850
0.03% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
735
shares
|
$227,850
0.13% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
730
shares
|
$226,300
0.14% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Aug 14, 2025 Q2 2025 |
730
shares
|
$226,300
0.11% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
729
shares
|
$225,990
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
729
shares
|
$225,990
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
724
shares
|
$224,440
0.02% of portfolio
|
Q2 2025
Reduced 3.98%
|