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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
8
shares
|
$2,480
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
8
shares
|
$2,480
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
8
shares
|
$2,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
7
shares
|
$2,170
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
7
shares
|
$2,170
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
7
shares
|
$2,170
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
7
shares
|
$2,170
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
6
shares
|
$1,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
6
shares
|
$1,860
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
6
shares
|
$1,860
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
5
shares
|
$1,550
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5
shares
|
$1,550
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
5
shares
|
$1,550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
5
shares
|
$1,550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
5
shares
|
$1,550
0.0% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
5
shares
|
$1,550
0.0% of portfolio
|
Q4 2024
Reduced 90.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
5
shares
|
$1,550
0.0% of portfolio
|
Q2 2025
Reduced 87.5%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4
shares
|
$1,240
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4
shares
|
$1,240
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4
shares
|
$1,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
4
shares
|
$1,240
0.0% of portfolio
|
Q2 2025
Reduced 99.7%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
4
shares
|
$1,240
0.08% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
4
shares
|
$1,240
0.0% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
4
shares
|
$1,240
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
4
shares
|
$1,240
0.0% of portfolio
|
Q1 2025
New holding
|