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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
312
shares
|
$96,720
0.01% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
309
shares
|
$95,790
0.04% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
303
shares
|
$93,930
0.08% of portfolio
|
Q4 2023
Reduced 7.34%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
301
shares
|
$93,310
2.27% of portfolio
|
Q2 2025
New holding
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
300
shares
|
$93,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
300
shares
|
$93,000
0.05% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
300
shares
|
$93,000
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
299
shares
|
$92,690
4.72% of portfolio
|
Q3 2024
Reduced 97.81%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
291
shares
|
$90,210
0.01% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
289
shares
|
$89,590
0.0% of portfolio
|
Q2 2025
Reduced 37.45%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
282
shares
|
$87,420
0.02% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
278
shares
|
$86,180
0.05% of portfolio
|
Q2 2025
Added 24.66%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
277
shares
|
$85,870
0.0% of portfolio
|
Q2 2025
Added 116.41%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
276
shares
|
$85,560
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
272
shares
|
$84,320
0.02% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
269
shares
|
$83,390
0.1% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
269
shares
|
$83,390
0.01% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
263
shares
|
$81,530
0.02% of portfolio
|
Q2 2025
Added 52.91%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
259
shares
|
$80,290
0.01% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
258
shares
|
$79,980
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
257
shares
|
$79,670
0.0% of portfolio
|
Q3 2019
Reduced 17.89%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
257
shares
|
$79,670
0.13% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
252
shares
|
$78,120
0.01% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
250
shares
|
$77,500
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
250
shares
|
$77,500
0.02% of portfolio
|
Q2 2025
Reduced 37.5%
|