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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
556
shares
|
$172,360
0.0% of portfolio
|
Q2 2025
Added 96.47%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
555
shares
|
$172,050
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
553
shares
|
$171,430
0.1% of portfolio
|
Q1 2025
Reduced 25.07%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
553
shares
|
$171,430
0.03% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
551
shares
|
$170,810
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
551
shares
|
$170,810
0.05% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
550
shares
|
$170,500
0.09% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
546
shares
|
$169,260
0.02% of portfolio
|
Q2 2022
Reduced 15.48%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
543
shares
|
$168,330
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
542
shares
|
$168,020
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
542
shares
|
$168,020
0.01% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
541
shares
|
$167,710
0.1% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
540
shares
|
$167,400
0.03% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
538
shares
|
$166,780
0.04% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
537
shares
|
$166,470
0.04% of portfolio
|
Q3 2022
Added 31.62%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
537
shares
|
$166,470
0.06% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
535
shares
|
$165,850
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
532
shares
|
$164,920
0.02% of portfolio
|
Q2 2025
Reduced 92.58%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
532
shares
|
$164,920
0.02% of portfolio
|
Q2 2025
Reduced 93.08%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
530
shares
|
$164,300
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
529
shares
|
$163,990
0.17% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
529
shares
|
$163,990
0.01% of portfolio
|
Q2 2025
Reduced 81.06%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
529
shares
|
$163,990
0.07% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
528
shares
|
$163,680
0.08% of portfolio
|
Q2 2025
Added 417.65%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
526
shares
|
$163,060
0.06% of portfolio
|
Q1 2025
Reduced 3.13%
|