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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
425
shares
|
$131,750
0.01% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
425
shares
|
$131,750
0.57% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
420
shares
|
$130,200
0.02% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
395
shares
|
$122,450
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
390
shares
|
$120,900
0.03% of portfolio
|
Q2 2025
Reduced 31.82%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
385
shares
|
$119,350
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
380
shares
|
$117,800
0.04% of portfolio
|
Q1 2022
Added 375.0%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
380
shares
|
$117,800
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
378
shares
|
$117,180
0.04% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
375
shares
|
$116,250
0.02% of portfolio
|
Q1 2024
Added 7.45%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
370
shares
|
$114,700
0.01% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
365
shares
|
$113,150
0.19% of portfolio
|
Q3 2022
Added 220.18%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
360
shares
|
$111,600
0.04% of portfolio
|
Q2 2025
Added 579.25%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
360
shares
|
$111,600
0.02% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
359
shares
|
$111,290
0.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
350
shares
|
$108,500
0.01% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
349
shares
|
$108,190
0.02% of portfolio
|
Q2 2025
Added 179.2%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
348
shares
|
$107,880
0.02% of portfolio
|
Q2 2024
Added 6.75%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
341
shares
|
$105,710
0.02% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
340
shares
|
$105,400
0.01% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
335
shares
|
$103,850
0.01% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
333
shares
|
$103,230
0.1% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
327
shares
|
$101,370
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
319
shares
|
$98,890
0.0% of portfolio
|
Q2 2025
Reduced 87.39%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
317
shares
|
$98,270
0.04% of portfolio
|
Q4 2023
Added 36.64%
|