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 |
|---|---|---|---|---|---|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
15,105
shares
|
$4.68 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
14,904
shares
|
$4.62 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
14,646
shares
|
$4.54 Million
1.73% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
14,546
shares
|
$4.51 Million
1.06% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
14,523
shares
|
$4.5 Million
0.45% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
14,411
shares
|
$4.47 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
14,349
shares
|
$4.45 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
14,162
shares
|
$4.39 Million
0.29% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
14,155
shares
|
$4.39 Million
0.25% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Mcdonald Capital Investors Inc
|
Jul 31, 2025 Q2 2025 |
14,149
shares
|
$4.39 Million
0.38% of portfolio
|
Q2 2025
Reduced 88.81%
|
|
|
Smith, Graham & Co., Investment Advisors, LP
|
Jan 29, 2024 Q4 2023 |
14,000
shares
|
$4.34 Million
0.76% of portfolio
|
Q4 2023
Reduced 9.24%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
13,982
shares
|
$4.33 Million
1.11% of portfolio
|
Q1 2025
Reduced 52.99%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
13,928
shares
|
$4.32 Million
0.42% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
13,838
shares
|
$4.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
13,746
shares
|
$4.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
13,638
shares
|
$4.23 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
13,582
shares
|
$4.21 Million
0.08% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
13,524
shares
|
$4.19 Million
1.72% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
13,234
shares
|
$4.1 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
13,204
shares
|
$4.09 Million
0.04% of portfolio
|
Q2 2025
Added 587.71%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
13,005
shares
|
$4.03 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Aug 04, 2025 Q2 2025 |
12,947
shares
|
$4.01 Million
2.82% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
12,900
shares
|
$4 Million
0.78% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
12,827
shares
|
$3.98 Million
0.3% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
12,821
shares
|
$3.97 Million
0.74% of portfolio
|
Q2 2025
Added 18.42%
|