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 |
|---|---|---|---|---|---|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
27,477
shares
|
$8.52 Million
0.1% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
27,434
shares
|
$8.5 Million
0.25% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
27,254
shares
|
$8.45 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
27,188
shares
|
$8.43 Million
0.31% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
27,185
shares
|
$8.43 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Cna Financial Corp
Chicago, IL |
Aug 14, 2025 Q2 2025 |
27,000
shares
|
$8.37 Million
6.08% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
27,000
shares
|
$8.37 Million
0.37% of portfolio
|
Q2 2025
Added 126.89%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
26,803
shares
|
$8.31 Million
0.6% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
26,602
shares
|
$8.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
Aug 04, 2025 Q2 2025 |
26,560
shares
|
$8.23 Million
2.69% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
26,404
shares
|
$8.19 Million
0.24% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
26,387
shares
|
$8.18 Million
0.04% of portfolio
|
Q2 2025
Added 44.98%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
26,324
shares
|
$8.16 Million
0.01% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
25,960
shares
|
$8.05 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
25,878
shares
|
$8.02 Million
0.16% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
25,688
shares
|
$7.96 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
25,567
shares
|
$7.93 Million
6.17% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
25,420
shares
|
$7.88 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
25,066
shares
|
$7.77 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Rheos Capital Works Inc.
|
Jul 28, 2025 Q2 2025 |
25,000
shares
|
$7.75 Million
0.56% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
683 Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$7.75 Million
0.76% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
24,806
shares
|
$7.69 Million
0.02% of portfolio
|
Q2 2025
Added 16.81%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
24,438
shares
|
$7.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
24,423
shares
|
$7.57 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,882
shares
|
$7.4 Million
0.03% of portfolio
|
Q2 2025
Added 11.22%
|