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 1,786 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $64.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robertson Opportunity Capital, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
15,300
shares
|
$4.99 Million
1.94% of portfolio
|
Q1 2025
New holding
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
15,267
shares
|
$4.97 Million
0.11% of portfolio
|
Q3 2025
Reduced 42.18%
|
|
|
Tam Capital Management Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
15,238
shares
|
$4.96 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
15,224
shares
|
$4.96 Million
0.02% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
15,064
shares
|
$4.91 Million
0.42% of portfolio
|
Q3 2025
Added 32.14%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
15,054
shares
|
$4.91 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
14,940
shares
|
$4.87 Million
0.99% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
14,757
shares
|
$4.81 Million
0.35% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
14,401
shares
|
$4.69 Million
0.08% of portfolio
|
Q3 2025
Reduced 57.09%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
14,338
shares
|
$4.67 Million
0.15% of portfolio
|
Q3 2025
Reduced 49.49%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
14,319
shares
|
$4.67 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
14,255
shares
|
$4.64 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
14,199
shares
|
$4.63 Million
0.26% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
14,198
shares
|
$4.63 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
14,005
shares
|
$4.56 Million
0.7% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Timelo Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
14,000
shares
|
$4.56 Million
1.73% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Graham & Co., Investment Advisors, LP
|
Jan 29, 2024 Q4 2023 |
14,000
shares
|
$4.56 Million
0.76% of portfolio
|
Q4 2023
Reduced 9.24%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
13,982
shares
|
$4.56 Million
1.11% of portfolio
|
Q1 2025
Reduced 52.99%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
13,928
shares
|
$4.54 Million
0.42% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
13,857
shares
|
$4.52 Million
0.1% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
13,744
shares
|
$4.48 Million
0.04% of portfolio
|
Q3 2025
Added 17.74%
|
|
|
Australian Super Pty LTD
|
Nov 12, 2025 Q3 2025 |
13,640
shares
|
$4.44 Million
0.02% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
13,434
shares
|
$4.38 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
13,260
shares
|
$4.32 Million
0.42% of portfolio
|
Q3 2025
Added 71.56%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
13,197
shares
|
$4.3 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.23%
|
|