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 |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
38
shares
|
$11,780
0.01% of portfolio
|
Q1 2024
Reduced 83.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
37
shares
|
$11,470
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
36
shares
|
$11,160
0.0% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
35
shares
|
$10,850
0.0% of portfolio
|
Q2 2025
Added 29.63%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
35
shares
|
$10,850
0.01% of portfolio
|
Q1 2025
Reduced 98.33%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
35
shares
|
$10,850
0.0% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
35
shares
|
$10,850
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
32
shares
|
$9,920
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
32
shares
|
$9,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
31
shares
|
$9,610
0.0% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
31
shares
|
$9,610
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
31
shares
|
$9,610
0.0% of portfolio
|
Q2 2024
Reduced 24.39%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
31
shares
|
$9,610
0.0% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
31
shares
|
$9,610
0.0% of portfolio
|
Q2 2023
Reduced 91.76%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
30
shares
|
$9,300
0.0% of portfolio
|
Q3 2021
Reduced 83.78%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
30
shares
|
$9,300
0.01% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
29
shares
|
$8,990
0.0% of portfolio
|
Q2 2023
Reduced 38.3%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
29
shares
|
$8,990
0.0% of portfolio
|
Q2 2025
Reduced 63.29%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
29
shares
|
$8,990
0.0% of portfolio
|
Q1 2025
Added 383.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
29
shares
|
$8,990
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
29
shares
|
$8,990
0.0% of portfolio
|
Q1 2025
Reduced 25.64%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
26
shares
|
$8,060
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
26
shares
|
$8,060
0.01% of portfolio
|
Q2 2025
Reduced 96.15%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
26
shares
|
$8,060
0.0% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
25
shares
|
$7,750
0.02% of portfolio
|
Q3 2022
New holding
|