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 |
|---|---|---|---|---|---|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
62,081
shares
|
$19.2 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Polaris Capital Management, LLC
Boston, MA |
Jul 21, 2025 Q2 2025 |
61,141
shares
|
$19 Million
1.77% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Parkwood LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
60,011
shares
|
$18.6 Million
2.09% of portfolio
|
Q2 2025
Added 18.47%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
60,003
shares
|
$18.6 Million
0.33% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Integral Health Asset Management, LLC
|
Aug 14, 2025 Q2 2025 |
60,000
shares
|
$18.6 Million
2.36% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Mig Capital, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
59,634
shares
|
$18.5 Million
2.58% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
59,438
shares
|
$18.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
59,330
shares
|
$18.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 16.12%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
59,201
shares
|
$18.4 Million
1.98% of portfolio
|
Q3 2023
Added 0.73%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
58,837
shares
|
$18.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 29.4%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Aug 13, 2025 Q2 2025 |
58,100
shares
|
$18 Million
9.25% of portfolio
|
Q4 2024
New holding
|
|
|
Distillate Capital Partners LLC
|
Aug 13, 2025 Q2 2025 |
57,994
shares
|
$18 Million
1.29% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
56,888
shares
|
$17.6 Million
0.2% of portfolio
|
Q2 2025
Added 30.28%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
56,774
shares
|
$17.6 Million
0.13% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
55,885
shares
|
$17.3 Million
0.03% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
55,425
shares
|
$17.2 Million
4.48% of portfolio
|
Q2 2022
Reduced 16.79%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
55,412
shares
|
$17.2 Million
0.11% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Czech National Bank
Prague, 2N |
Jul 09, 2025 Q2 2025 |
55,226
shares
|
$17.1 Million
0.17% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Stanley Capital Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
54,119
shares
|
$16.8 Million
3.96% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
53,998
shares
|
$16.7 Million
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
53,573
shares
|
$16.6 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
53,505
shares
|
$16.6 Million
0.35% of portfolio
|
Q2 2025
Added 146.53%
|
|
|
Loews Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
53,000
shares
|
$16.4 Million
0.17% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,801
shares
|
$16.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.05%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
52,612
shares
|
$16.3 Million
0.32% of portfolio
|
Q2 2024
New holding
|