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 |
|---|---|---|---|---|---|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
19,870
shares
|
$6.16 Million
0.1% of portfolio
|
Q2 2025
Added 45.17%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
19,752
shares
|
$6.12 Million
0.04% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
19,670
shares
|
$6.1 Million
0.82% of portfolio
|
Q2 2025
Added 762.72%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
19,489
shares
|
$6.04 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
19,432
shares
|
$6.02 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
19,276
shares
|
$5.98 Million
0.09% of portfolio
|
Q2 2025
Added 23.78%
|
|
|
Callodine Capital Management, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,000
shares
|
$5.89 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
18,998
shares
|
$5.89 Million
0.02% of portfolio
|
Q2 2025
Added 59.96%
|
|
|
Eversept Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
18,962
shares
|
$5.88 Million
0.74% of portfolio
|
Q2 2025
Added 20.79%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
18,936
shares
|
$5.87 Million
0.03% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
18,893
shares
|
$5.86 Million
0.34% of portfolio
|
Q3 2024
Reduced 19.91%
|
|
|
Sector Gamma As
|
Jul 31, 2025 Q2 2025 |
18,779
shares
|
$5.82 Million
2.55% of portfolio
|
Q2 2025
Reduced 34.75%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
18,570
shares
|
$5.76 Million
0.2% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
18,526
shares
|
$5.74 Million
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
18,480
shares
|
$5.73 Million
0.28% of portfolio
|
Q2 2025
Added 14.65%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
18,470
shares
|
$5.73 Million
2.27% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,419
shares
|
$5.71 Million
0.09% of portfolio
|
Q1 2025
Reduced 97.97%
|
|
|
Unisphere Establishment
Vaduz, N2 |
Aug 14, 2025 Q2 2025 |
18,300
shares
|
$5.67 Million
0.06% of portfolio
|
Q4 2024
Reduced 31.72%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
18,159
shares
|
$5.63 Million
0.06% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
18,032
shares
|
$5.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
17,853
shares
|
$5.53 Million
0.17% of portfolio
|
Q2 2025
Added 14.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
17,693
shares
|
$5.48 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.21%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
17,670
shares
|
$5.48 Million
1.1% of portfolio
|
Q2 2025
Added 18.91%
|
|
|
Hardman Johnston Global Advisors LLC
|
Jul 21, 2025 Q2 2025 |
17,588
shares
|
$5.45 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Pavadi Capital LLC
New York, NY |
Feb 14, 2024 Q4 2023 |
17,374
shares
|
$5.39 Million
10.67% of portfolio
|
Q4 2023
New holding
|