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 1,884 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
35,050
shares
|
$12.2 Million
2.15% of portfolio
|
Q4 2022
Added 20.48%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
34,969
shares
|
$12.2 Million
0.23% of portfolio
|
Q1 2025
Added 31.21%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
34,893
shares
|
$12.1 Million
0.06% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
34,854
shares
|
$12.1 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
34,477
shares
|
$12 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
34,319
shares
|
$11.9 Million
0.38% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
33,892
shares
|
$11.8 Million
0.15% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
33,806
shares
|
$11.8 Million
2.86% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
33,536
shares
|
$11.7 Million
0.62% of portfolio
|
Q2 2025
Added 19.62%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
May 13, 2025 Q1 2025 |
33,382
shares
|
$11.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
33,304
shares
|
$11.6 Million
0.05% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
33,023
shares
|
$11.5 Million
0.42% of portfolio
|
Q1 2025
Reduced 55.09%
|
|
|
Tredje Ap Fonden
|
May 08, 2025 Q1 2025 |
32,904
shares
|
$11.4 Million
0.14% of portfolio
|
Q4 2024
Reduced 40.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
32,640
shares
|
$11.4 Million
0.08% of portfolio
|
Q1 2025
Added 144.22%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
32,634
shares
|
$11.4 Million
0.53% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
32,118
shares
|
$11.2 Million
0.12% of portfolio
|
Q1 2025
Added 37.15%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
32,056
shares
|
$11.2 Million
0.11% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
31,936
shares
|
$11.1 Million
0.01% of portfolio
|
Q1 2025
Added 869.52%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
May 12, 2025 Q1 2025 |
31,762
shares
|
$11 Million
0.06% of portfolio
|
Q1 2025
Reduced 57.78%
|
|
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
May 15, 2025 Q1 2025 |
31,215
shares
|
$10.9 Million
10.43% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
30,938
shares
|
$10.8 Million
1.37% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,915
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Added 32.98%
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
30,772
shares
|
$10.7 Million
0.3% of portfolio
|
Q1 2025
Added 45.42%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
30,649
shares
|
$10.7 Million
0.91% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
30,630
shares
|
$10.7 Million
0.24% of portfolio
|
Q1 2025
Added 1.06%
|