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 |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
7,150
shares
|
$2.22 Million
0.34% of portfolio
|
Q2 2025
Added 44.27%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
7,126
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 48.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,027
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
7,024
shares
|
$2.18 Million
0.75% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
6,986
shares
|
$2.17 Million
0.11% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
6,933
shares
|
$2.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.18%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
6,917
shares
|
$2.14 Million
0.36% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
6,905
shares
|
$2.14 Million
0.05% of portfolio
|
Q2 2025
Added 247.86%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,901
shares
|
$2.14 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6,880
shares
|
$2.13 Million
2.24% of portfolio
|
Q4 2018
Reduced 2.63%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
6,878
shares
|
$2.13 Million
0.23% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
6,873
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
6,806
shares
|
$2.11 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
6,796
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Edmp, Inc.
|
Jul 28, 2025 Q2 2025 |
6,785
shares
|
$2.1 Million
2.32% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
6,778
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 40.72%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
6,727
shares
|
$2.09 Million
1.31% of portfolio
|
Q3 2023
Added 3.83%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
6,571
shares
|
$2.04 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Pacific Capital Partners LTD
London, |
Jul 07, 2025 Q2 2025 |
6,500
shares
|
$2.02 Million
2.37% of portfolio
|
Q2 2025
Reduced 48.0%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
6,492
shares
|
$2.01 Million
0.32% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
6,480
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
6,470
shares
|
$2.01 Million
0.06% of portfolio
|
Q2 2025
Reduced 33.22%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,380
shares
|
$1.98 Million
0.09% of portfolio
|
Q1 2025
Added 18.35%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
6,336
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2025
Added 57.57%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
6,325
shares
|
$1.96 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.49%
|