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 |
|---|---|---|---|---|---|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
644
shares
|
$199,640
0.13% of portfolio
|
Q2 2022
Reduced 95.57%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
644
shares
|
$199,640
0.02% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
644
shares
|
$199,640
0.03% of portfolio
|
Q2 2025
Added 37.9%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
643
shares
|
$199,330
0.07% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
643
shares
|
$199,330
0.19% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
640
shares
|
$198,400
0.01% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
640
shares
|
$198,400
0.13% of portfolio
|
Q1 2024
Reduced 16.34%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
639
shares
|
$198,090
0.05% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
639
shares
|
$198,090
0.03% of portfolio
|
Q2 2025
Reduced 35.13%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
638
shares
|
$197,780
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
636
shares
|
$197,160
0.07% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
635
shares
|
$196,850
0.16% of portfolio
|
Q1 2024
Reduced 84.94%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
629
shares
|
$194,990
0.03% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
628
shares
|
$194,680
0.09% of portfolio
|
Q4 2023
Added 2.95%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
627
shares
|
$194,370
0.02% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
626
shares
|
$194,060
0.0% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Washington Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
625
shares
|
$193,750
0.19% of portfolio
|
Q3 2021
New holding
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Aug 01, 2025 Q2 2025 |
625
shares
|
$193,750
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
624
shares
|
$193,440
0.02% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
622
shares
|
$192,820
0.04% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
622
shares
|
$192,820
0.05% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
622
shares
|
$192,820
0.09% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
622
shares
|
$192,820
0.0% of portfolio
|
Q2 2025
Added 16.26%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
621
shares
|
$192,510
0.03% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
621
shares
|
$192,510
0.04% of portfolio
|
Q2 2025
New holding
|