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 |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
5,470
shares
|
$1.9 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,469
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
5,433
shares
|
$1.89 Million
0.34% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
5,384
shares
|
$1.87 Million
0.83% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
5,286
shares
|
$1.84 Million
0.81% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
5,278
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 76.37%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
5,277
shares
|
$1.84 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
5,275
shares
|
$1.83 Million
0.21% of portfolio
|
Q1 2025
Added 28.19%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
5,223
shares
|
$1.82 Million
0.19% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,202
shares
|
$1.81 Million
1.26% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
5,197
shares
|
$1.81 Million
0.54% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,180
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,154
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
5,142
shares
|
$1.79 Million
0.03% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
May 20, 2025 Q1 2025 |
5,100
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2024
Reduced 76.39%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
5,095
shares
|
$1.77 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,095
shares
|
$1.77 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
5,084
shares
|
$1.77 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
5,082
shares
|
$1.77 Million
0.55% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,081
shares
|
$1.77 Million
0.34% of portfolio
|
Q3 2022
Reduced 13.51%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
5,072
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.15%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
5,030
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Added 29.81%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
4,980
shares
|
$1.73 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jul 18, 2025 Q2 2025 |
4,936
shares
|
$1.72 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
4,864
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
New holding
|