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 |
|---|---|---|---|---|---|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
25
shares
|
$7,750
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
24
shares
|
$7,440
0.01% of portfolio
|
Q2 2025
Added 118.18%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
23
shares
|
$7,130
0.0% of portfolio
|
Q1 2025
Reduced 78.1%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
23
shares
|
$7,130
0.0% of portfolio
|
Q2 2025
Added 360.0%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
23
shares
|
$7,130
0.0% of portfolio
|
Q2 2025
Reduced 81.15%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
22
shares
|
$6,820
0.0% of portfolio
|
Q3 2024
Reduced 82.4%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
22
shares
|
$6,820
0.0% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
22
shares
|
$6,820
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
22
shares
|
$6,820
0.0% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
22
shares
|
$6,820
0.0% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
22
shares
|
$6,820
0.01% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
21
shares
|
$6,510
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
21
shares
|
$6,510
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
20
shares
|
$6,200
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
19
shares
|
$5,890
0.0% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
19
shares
|
$5,890
0.0% of portfolio
|
Q2 2025
Added 1800.0%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
19
shares
|
$5,890
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
18
shares
|
$5,580
0.0% of portfolio
|
Q2 2025
Reduced 98.41%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
18
shares
|
$5,580
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
16
shares
|
$4,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
16
shares
|
$4,960
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
16
shares
|
$4,960
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
16
shares
|
$4,960
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
15
shares
|
$4,650
0.0% of portfolio
|
Q2 2023
Reduced 40.0%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
15
shares
|
$4,650
0.0% of portfolio
|
Q2 2025
New holding
|