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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
5,015
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
5,013
shares
|
$1.55 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
5,007
shares
|
$1.55 Million
0.17% of portfolio
|
Q2 2025
Added 21.94%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Aug 05, 2025 Q2 2025 |
4,980
shares
|
$1.54 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jul 18, 2025 Q2 2025 |
4,936
shares
|
$1.53 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
4,915
shares
|
$1.52 Million
0.12% of portfolio
|
Q2 2025
Reduced 29.5%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
4,906
shares
|
$1.52 Million
1.56% of portfolio
|
Q2 2025
Added 23.33%
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
4,867
shares
|
$1.51 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
4,863
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
4,857
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Oak Associates LTD
Akron, OH |
Aug 12, 2025 Q2 2025 |
4,833
shares
|
$1.5 Million
0.12% of portfolio
|
Q4 2023
Added 11.72%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
4,792
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 57.63%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,771
shares
|
$1.48 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
|
$1.48 Million
2.22% of portfolio
|
Q4 2023
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,764
shares
|
$1.48 Million
0.17% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,741
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
4,701
shares
|
$1.46 Million
1.09% of portfolio
|
Q2 2024
Added 5.43%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,675
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
4,673
shares
|
$1.45 Million
0.71% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,667
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 33.04%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Aug 12, 2025 Q2 2025 |
4,654
shares
|
$1.44 Million
1.76% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,650
shares
|
$1.44 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,640
shares
|
$1.44 Million
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
4,615
shares
|
$1.43 Million
1.27% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
4,559
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Added 1.06%
|