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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
619
shares
|
$191,890
0.08% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
618
shares
|
$191,580
0.14% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
618
shares
|
$191,580
0.01% of portfolio
|
Q2 2025
Reduced 20.87%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
618
shares
|
$191,580
0.02% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
618
shares
|
$191,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
618
shares
|
$191,580
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
616
shares
|
$190,960
0.01% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
616
shares
|
$190,960
0.03% of portfolio
|
Q2 2025
Added 43.93%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
615
shares
|
$190,650
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
610
shares
|
$189,100
0.17% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
610
shares
|
$189,100
0.17% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
609
shares
|
$188,790
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
609
shares
|
$188,790
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
608
shares
|
$188,480
0.03% of portfolio
|
Q3 2022
Reduced 8.02%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
606
shares
|
$187,860
0.01% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
606
shares
|
$187,860
0.07% of portfolio
|
Q2 2024
Added 13.48%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
604
shares
|
$187,240
0.03% of portfolio
|
Q2 2025
Added 49.14%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
604
shares
|
$187,240
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
604
shares
|
$187,240
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
601
shares
|
$186,310
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
600
shares
|
$186,000
0.08% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
600
shares
|
$186,000
0.01% of portfolio
|
Q2 2025
Reduced 83.28%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Aug 13, 2025 Q2 2025 |
600
shares
|
$186,000
0.04% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
600
shares
|
$186,000
0.02% of portfolio
|
Q2 2025
Reduced 18.48%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
600
shares
|
$186,000
0.3% of portfolio
|
Q1 2025
New holding
|