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 |
|---|---|---|---|---|---|
|
Brahman Capital Corp.
New York, NY |
Nov 14, 2023 Q3 2023 |
23,782
shares
|
$7.37 Million
3.97% of portfolio
|
Q3 2023
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
23,547
shares
|
$7.3 Million
0.24% of portfolio
|
Q2 2025
Added 2836.03%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
23,524
shares
|
$7.29 Million
0.74% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
23,163
shares
|
$7.18 Million
0.61% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 12, 2025 Q2 2025 |
23,057
shares
|
$7.15 Million
0.11% of portfolio
|
Q2 2025
Added 206.53%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
22,812
shares
|
$7.07 Million
0.04% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
22,477
shares
|
$6.97 Million
0.2% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
22,440
shares
|
$6.96 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
22,301
shares
|
$6.91 Million
0.02% of portfolio
|
Q2 2025
Reduced 36.75%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
22,208
shares
|
$6.88 Million
0.06% of portfolio
|
Q2 2023
Reduced 41.9%
|
|
|
North Growth Management Ltd.
|
Aug 13, 2025 Q2 2025 |
22,000
shares
|
$6.82 Million
1.62% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
21,981
shares
|
$6.81 Million
0.07% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
21,901
shares
|
$6.79 Million
0.68% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
21,845
shares
|
$6.77 Million
0.11% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
21,747
shares
|
$6.74 Million
0.07% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Aug 04, 2025 Q2 2025 |
21,492
shares
|
$6.66 Million
0.2% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
21,426
shares
|
$6.64 Million
0.42% of portfolio
|
Q1 2023
Added 2.04%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
21,213
shares
|
$6.58 Million
0.58% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
21,198
shares
|
$6.57 Million
0.04% of portfolio
|
Q3 2024
Added 32.83%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
21,004
shares
|
$6.51 Million
0.0% of portfolio
|
Q2 2025
Added 38796.3%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,865
shares
|
$6.47 Million
0.44% of portfolio
|
Q2 2025
Reduced 20.15%
|
|
|
Aegon Asset Management Uk PLC
|
Jul 28, 2025 Q2 2025 |
20,429
shares
|
$6.33 Million
0.1% of portfolio
|
Q1 2023
Added 82.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
20,335
shares
|
$6.3 Million
0.15% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$6.2 Million
0.92% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
19,885
shares
|
$6.16 Million
0.06% of portfolio
|
Q2 2025
Added 0.25%
|