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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
56
shares
|
$17,360
0.0% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
55
shares
|
$17,050
0.0% of portfolio
|
Q2 2023
Added 266.67%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
55
shares
|
$17,050
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
54
shares
|
$16,740
0.0% of portfolio
|
Q1 2024
Reduced 35.71%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
52
shares
|
$16,120
0.0% of portfolio
|
Q4 2024
Added 477.78%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
51
shares
|
$15,810
0.0% of portfolio
|
Q2 2025
Added 155.0%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
51
shares
|
$15,810
0.0% of portfolio
|
Q2 2025
Reduced 99.43%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
51
shares
|
$15,810
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
50
shares
|
$15,500
0.01% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$15,500
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$15,500
0.01% of portfolio
|
Q4 2022
Reduced 5.66%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
50
shares
|
$15,500
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
50
shares
|
$15,500
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
49
shares
|
$15,190
0.0% of portfolio
|
Q4 2022
Added 58.06%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
49
shares
|
$15,190
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
45
shares
|
$13,950
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
45
shares
|
$13,950
0.01% of portfolio
|
Q2 2021
Reduced 4.26%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
44
shares
|
$13,640
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
44
shares
|
$13,640
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
41
shares
|
$12,710
0.01% of portfolio
|
Q4 2024
Reduced 14.58%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
41
shares
|
$12,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
41
shares
|
$12,710
0.01% of portfolio
|
Q4 2023
Reduced 19.61%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
40
shares
|
$12,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
40
shares
|
$12,400
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
39
shares
|
$12,090
0.01% of portfolio
|
Q1 2025
Reduced 22.0%
|