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 |
|---|---|---|---|---|---|
|
Paralel Advisors LLC
|
May 13, 2025 Q1 2025 |
4,843
shares
|
$1.68 Million
0.09% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Oak Associates LTD
Akron, OH |
May 14, 2025 Q1 2025 |
4,833
shares
|
$1.68 Million
0.16% of portfolio
|
Q4 2023
Added 11.72%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,809
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
4,800
shares
|
$1.67 Million
0.14% of portfolio
|
Q1 2025
Reduced 65.26%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,793
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
Added 22.36%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
May 14, 2025 Q1 2025 |
4,792
shares
|
$1.67 Million
0.02% of portfolio
|
Q4 2024
Added 57.63%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,771
shares
|
$1.66 Million
0.26% of portfolio
|
Q4 2024
Reduced 23.39%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
4,765
shares
|
$1.66 Million
2.22% of portfolio
|
Q4 2023
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
4,750
shares
|
$1.65 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
4,733
shares
|
$1.65 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,721
shares
|
$1.64 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,717
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
4,701
shares
|
$1.64 Million
1.09% of portfolio
|
Q2 2024
Added 5.43%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
May 13, 2025 Q1 2025 |
4,693
shares
|
$1.63 Million
1.98% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
4,671
shares
|
$1.62 Million
1.48% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,650
shares
|
$1.62 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
4,645
shares
|
$1.62 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,640
shares
|
$1.61 Million
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
4,614
shares
|
$1.6 Million
0.12% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
4,604
shares
|
$1.6 Million
0.17% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
4,559
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,518
shares
|
$1.57 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,454
shares
|
$1.55 Million
0.06% of portfolio
|
Q4 2023
Added 6.15%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
4,432
shares
|
$1.54 Million
0.07% of portfolio
|
Q1 2025
Added 126.01%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
4,410
shares
|
$1.53 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.17%
|