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 |
|---|---|---|---|---|---|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
722
shares
|
$223,820
0.19% of portfolio
|
Q2 2025
Added 37.79%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
720
shares
|
$223,200
0.02% of portfolio
|
Q2 2025
Added 25.87%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
720
shares
|
$223,200
0.15% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
719
shares
|
$222,890
0.03% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
717
shares
|
$222,270
0.01% of portfolio
|
Q2 2025
Added 22.77%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
717
shares
|
$222,270
0.02% of portfolio
|
Q2 2025
Reduced 24.61%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
716
shares
|
$221,960
0.0% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
716
shares
|
$221,960
0.01% of portfolio
|
Q2 2025
Added 134.75%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
714
shares
|
$221,340
0.0% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
712
shares
|
$220,720
0.01% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
710
shares
|
$220,100
0.06% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
709
shares
|
$219,790
0.06% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
707
shares
|
$219,170
0.05% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
706
shares
|
$218,860
0.02% of portfolio
|
Q2 2025
Reduced 47.27%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
705
shares
|
$218,550
0.06% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
704
shares
|
$218,240
0.01% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
704
shares
|
$218,240
0.22% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
702
shares
|
$217,620
0.03% of portfolio
|
Q2 2025
Added 57.05%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
700
shares
|
$217,000
0.01% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
700
shares
|
$217,000
0.05% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
700
shares
|
$217,000
0.14% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
696
shares
|
$215,760
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
695
shares
|
$215,450
0.03% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
694
shares
|
$215,140
0.09% of portfolio
|
Q2 2025
Added 29.48%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
693
shares
|
$214,830
0.01% of portfolio
|
Q2 2025
Added 16.47%
|