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 |
|---|---|---|---|---|---|
|
Diametric Capital, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
598
shares
|
$185,380
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
598
shares
|
$185,380
0.02% of portfolio
|
Q2 2025
Reduced 48.54%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
596
shares
|
$184,760
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
594
shares
|
$184,140
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
591
shares
|
$183,210
0.05% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
590
shares
|
$182,900
0.09% of portfolio
|
Q1 2021
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
589
shares
|
$182,590
0.01% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
589
shares
|
$182,590
0.44% of portfolio
|
Q3 2023
Added 5.37%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
587
shares
|
$181,970
0.01% of portfolio
|
Q2 2025
Added 20.78%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
586
shares
|
$181,660
0.32% of portfolio
|
Q4 2023
Added 1.21%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
578
shares
|
$179,180
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
578
shares
|
$179,180
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
578
shares
|
$179,180
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
575
shares
|
$178,250
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
575
shares
|
$178,250
0.06% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
574
shares
|
$177,940
0.03% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
570
shares
|
$176,700
0.01% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
569
shares
|
$176,390
0.02% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
568
shares
|
$176,080
0.04% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
566
shares
|
$175,460
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
564
shares
|
$174,840
0.01% of portfolio
|
Q2 2025
Reduced 33.18%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
560
shares
|
$173,600
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
559
shares
|
$173,290
0.1% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
558
shares
|
$172,980
0.09% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
558
shares
|
$172,980
0.02% of portfolio
|
Q2 2025
Reduced 11.0%
|