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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
109
shares
|
$33,790
0.02% of portfolio
|
Q1 2023
Added 3.81%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
105
shares
|
$32,550
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
104
shares
|
$32,240
0.01% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$31,000
0.01% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
100
shares
|
$31,000
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
100
shares
|
$31,000
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
100
shares
|
$31,000
0.01% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
99
shares
|
$30,690
0.01% of portfolio
|
Q3 2022
Added 5.32%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
98
shares
|
$30,380
0.0% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
96
shares
|
$29,760
0.0% of portfolio
|
Q4 2024
Reduced 39.62%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
94
shares
|
$29,140
0.0% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
93
shares
|
$28,830
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
91
shares
|
$28,210
0.01% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
90
shares
|
$27,900
0.0% of portfolio
|
Q2 2025
Added 542.86%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
85
shares
|
$26,350
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
84
shares
|
$26,040
0.03% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
83
shares
|
$25,730
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
82
shares
|
$25,420
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
79
shares
|
$24,490
0.02% of portfolio
|
Q2 2025
Reduced 22.55%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
77
shares
|
$23,870
0.01% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
76
shares
|
$23,560
0.02% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
76
shares
|
$23,560
0.02% of portfolio
|
Q2 2025
Added 94.87%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
75
shares
|
$23,250
0.0% of portfolio
|
Q4 2023
Added 1.35%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
75
shares
|
$23,250
0.01% of portfolio
|
Q2 2025
Reduced 70.36%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
75
shares
|
$23,250
0.01% of portfolio
|
Q2 2024
Reduced 34.78%
|