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 |
|---|---|---|---|---|---|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
691
shares
|
$214,210
0.2% of portfolio
|
Q2 2025
Added 49.57%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
685
shares
|
$212,350
0.3% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
682
shares
|
$211,420
0.06% of portfolio
|
Q1 2025
Reduced 22.23%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
680
shares
|
$210,800
0.2% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
678
shares
|
$210,180
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
678
shares
|
$210,180
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
677
shares
|
$209,870
0.05% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
677
shares
|
$209,870
0.09% of portfolio
|
Q1 2025
Reduced 47.27%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
676
shares
|
$209,560
0.03% of portfolio
|
Q4 2024
Reduced 55.7%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
674
shares
|
$208,940
0.05% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
670
shares
|
$207,700
0.01% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
669
shares
|
$207,390
0.02% of portfolio
|
Q1 2024
Reduced 78.08%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
668
shares
|
$207,080
0.03% of portfolio
|
Q2 2025
Reduced 49.74%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
668
shares
|
$207,080
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
665
shares
|
$206,150
0.06% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
662
shares
|
$205,220
0.15% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
661
shares
|
$204,910
0.04% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
658
shares
|
$203,980
0.0% of portfolio
|
Q2 2025
Reduced 87.53%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
655
shares
|
$203,050
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
654
shares
|
$202,740
0.11% of portfolio
|
Q2 2025
Reduced 28.76%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
650
shares
|
$201,500
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
650
shares
|
$201,500
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
649
shares
|
$201,190
0.12% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
649
shares
|
$201,190
0.21% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
649
shares
|
$201,190
0.07% of portfolio
|
Q1 2025
Reduced 15.82%
|