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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
75
shares
|
$23,250
0.0% of portfolio
|
Q2 2023
Reduced 27.18%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
75
shares
|
$23,250
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
75
shares
|
$23,250
0.02% of portfolio
|
Q1 2023
Reduced 58.56%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
73
shares
|
$22,630
0.03% of portfolio
|
Q1 2025
Added 124.66%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
72
shares
|
$22,320
0.02% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
70
shares
|
$21,700
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
70
shares
|
$21,700
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
70
shares
|
$21,700
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
69
shares
|
$21,390
0.02% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
68
shares
|
$21,080
0.01% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
66
shares
|
$20,460
0.0% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
66
shares
|
$20,460
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
65
shares
|
$20,150
0.01% of portfolio
|
Q2 2025
Added 828.57%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
64
shares
|
$19,840
0.0% of portfolio
|
Q2 2025
Reduced 16.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
64
shares
|
$19,840
0.01% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
62
shares
|
$19,220
0.01% of portfolio
|
Q2 2022
Reduced 43.12%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
62
shares
|
$19,220
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
61
shares
|
$18,910
0.0% of portfolio
|
Q2 2025
Added 510.0%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
61
shares
|
$18,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
60
shares
|
$18,600
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
60
shares
|
$18,600
0.02% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
57
shares
|
$17,670
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
57
shares
|
$17,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
56
shares
|
$17,360
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
56
shares
|
$17,360
0.0% of portfolio
|
Q2 2025
Added 3.7%
|