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 |
|---|---|---|---|---|---|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
526
shares
|
$163,060
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
525
shares
|
$162,750
0.01% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
522
shares
|
$161,820
0.0% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
517
shares
|
$160,270
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
517
shares
|
$160,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
516
shares
|
$159,960
0.08% of portfolio
|
Q2 2025
Reduced 99.75%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
515
shares
|
$159,650
0.03% of portfolio
|
Q2 2025
Reduced 27.97%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
511
shares
|
$158,410
0.01% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
510
shares
|
$158,100
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
504
shares
|
$156,240
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
501
shares
|
$155,310
0.03% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
501
shares
|
$155,310
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
500
shares
|
$155,000
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
499
shares
|
$154,690
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
492
shares
|
$152,520
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
492
shares
|
$152,520
0.02% of portfolio
|
Q4 2023
Reduced 14.43%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
488
shares
|
$151,280
0.11% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
485
shares
|
$150,350
0.01% of portfolio
|
Q2 2025
Reduced 36.02%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
479
shares
|
$148,490
0.13% of portfolio
|
Q1 2025
Reduced 30.98%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
474
shares
|
$146,940
0.01% of portfolio
|
Q2 2022
Reduced 17.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
466
shares
|
$144,460
0.01% of portfolio
|
Q2 2025
Added 35.47%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
454
shares
|
$140,740
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
450
shares
|
$139,500
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
445
shares
|
$137,950
0.17% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
440
shares
|
$136,400
0.16% of portfolio
|
Q2 2025
New holding
|