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 1,884 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
10,766
shares
|
$3.74 Million
0.69% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
10,706
shares
|
$3.72 Million
0.49% of portfolio
|
Q4 2024
Added 24.96%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
10,661
shares
|
$3.71 Million
0.48% of portfolio
|
Q1 2025
Added 17.42%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
10,609
shares
|
$3.69 Million
0.07% of portfolio
|
Q1 2025
Reduced 54.76%
|
|
|
Palmer Knight CO
|
May 06, 2025 Q1 2025 |
10,543
shares
|
$3.67 Million
2.28% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
10,499
shares
|
$3.65 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
10,447
shares
|
$3.63 Million
0.2% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
10,438
shares
|
$3.63 Million
0.28% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
10,433
shares
|
$3.63 Million
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
10,426
shares
|
$3.63 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
10,361
shares
|
$3.6 Million
0.39% of portfolio
|
Q3 2022
New holding
|
|
|
Channing Global Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10,312
shares
|
$3.59 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
10,257
shares
|
$3.57 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
10,165
shares
|
$3.54 Million
1.26% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
10,142
shares
|
$3.53 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
10,127
shares
|
$3.52 Million
1.55% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
10,117
shares
|
$3.52 Million
0.03% of portfolio
|
Q1 2025
Reduced 56.38%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
10,112
shares
|
$3.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
May 14, 2025 Q1 2025 |
10,040
shares
|
$3.49 Million
1.38% of portfolio
|
Q2 2024
Reduced 6.95%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
9,970
shares
|
$3.47 Million
0.03% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Mirabella Financial Services LLP
London, X0 |
May 15, 2025 Q1 2025 |
9,968
shares
|
$3.47 Million
0.19% of portfolio
|
Q1 2025
Added 169.19%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
9,965
shares
|
$3.47 Million
0.34% of portfolio
|
Q2 2022
Added 3.33%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
9,949
shares
|
$3.46 Million
0.05% of portfolio
|
Q1 2025
Added 48.49%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
9,903
shares
|
$3.44 Million
0.11% of portfolio
|
Q1 2025
Reduced 31.24%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
9,793
shares
|
$3.41 Million
0.07% of portfolio
|
Q1 2025
Added 696.18%
|