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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
14
shares
|
$4,340
0.0% of portfolio
|
Q2 2025
Reduced 96.17%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
14
shares
|
$4,340
0.0% of portfolio
|
Q4 2022
Reduced 17.65%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
14
shares
|
$4,340
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14
shares
|
$4,340
0.0% of portfolio
|
Q2 2025
Reduced 99.51%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
14
shares
|
$4,340
0.0% of portfolio
|
Q2 2025
Reduced 73.58%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
13
shares
|
$4,030
0.0% of portfolio
|
Q2 2025
Added 62.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
13
shares
|
$4,030
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
13
shares
|
$4,030
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
13
shares
|
$4,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
12
shares
|
$3,720
0.0% of portfolio
|
Q2 2024
Reduced 70.73%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
12
shares
|
$3,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
12
shares
|
$3,720
0.0% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
12
shares
|
$3,720
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
12
shares
|
$3,720
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
11
shares
|
$3,410
0.0% of portfolio
|
Q2 2023
Added 37.5%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
11
shares
|
$3,410
0.0% of portfolio
|
Q2 2025
Reduced 54.17%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$3,100
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
10
shares
|
$3,100
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
10
shares
|
$3,100
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9
shares
|
$2,790
0.0% of portfolio
|
Q4 2020
Reduced 60.87%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
9
shares
|
$2,790
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
9
shares
|
$2,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9
shares
|
$2,790
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
9
shares
|
$2,790
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
8
shares
|
$2,480
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|