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 1,872 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $70.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
8,040
shares
|
$2.8 Million
0.24% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,037
shares
|
$2.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,034
shares
|
$2.79 Million
0.1% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
8,026
shares
|
$2.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 31.71%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
8,000
shares
|
$2.78 Million
0.04% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,989
shares
|
$2.78 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
7,954
shares
|
$2.77 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
7,899
shares
|
$2.75 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,887
shares
|
$2.74 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
7,876
shares
|
$2.74 Million
0.13% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
7,844
shares
|
$2.73 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
7,840
shares
|
$2.73 Million
0.7% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
7,729
shares
|
$2.69 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
7,689
shares
|
$2.67 Million
0.1% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,688
shares
|
$2.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,668
shares
|
$2.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,607
shares
|
$2.65 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
7,567
shares
|
$2.63 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
7,548
shares
|
$2.63 Million
2.02% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
7,530
shares
|
$2.62 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
7,522
shares
|
$2.62 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
7,509
shares
|
$2.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
7,377
shares
|
$2.57 Million
0.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
7,300
shares
|
$2.54 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
7,212
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Added 17.08%
|