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 |
|---|---|---|---|---|---|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
5,558
shares
|
$1.72 Million
0.62% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
5,537
shares
|
$1.72 Million
0.17% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
5,522
shares
|
$1.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
5,507
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,505
shares
|
$1.71 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
5,470
shares
|
$1.7 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Legato Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
5,433
shares
|
$1.68 Million
0.27% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
5,412
shares
|
$1.68 Million
0.04% of portfolio
|
Q2 2025
Added 335.05%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
5,397
shares
|
$1.67 Million
0.39% of portfolio
|
Q2 2025
Added 115.97%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
5,384
shares
|
$1.67 Million
0.83% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
5,376
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
5,351
shares
|
$1.66 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
5,267
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2025
Reduced 22.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,267
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
5,262
shares
|
$1.63 Million
0.45% of portfolio
|
Q2 2025
Added 129.78%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
5,227
shares
|
$1.62 Million
0.15% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
5,207
shares
|
$1.61 Million
0.5% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,202
shares
|
$1.61 Million
1.26% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,180
shares
|
$1.61 Million
0.06% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
5,156
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Added 354.67%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
5,127
shares
|
$1.59 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,095
shares
|
$1.58 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
5,084
shares
|
$1.58 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,081
shares
|
$1.58 Million
0.34% of portfolio
|
Q3 2022
Reduced 13.51%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
5,030
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Added 29.81%
|