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 |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,531
shares
|
$1.4 Million
0.06% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
4,505
shares
|
$1.4 Million
0.06% of portfolio
|
Q2 2025
Added 123.57%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
4,494
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,454
shares
|
$1.38 Million
0.06% of portfolio
|
Q4 2023
Added 6.15%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
4,432
shares
|
$1.37 Million
0.07% of portfolio
|
Q1 2025
Added 126.01%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
4,410
shares
|
$1.37 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
4,352
shares
|
$1.35 Million
1.53% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
4,350
shares
|
$1.35 Million
0.56% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
4,327
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
4,305
shares
|
$1.33 Million
0.3% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
4,301
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
4,248
shares
|
$1.32 Million
0.15% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
4,244
shares
|
$1.32 Million
0.39% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Channing Global Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,243
shares
|
$1.32 Million
1.18% of portfolio
|
Q2 2025
Reduced 58.85%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
4,224
shares
|
$1.31 Million
0.75% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
4,219
shares
|
$1.31 Million
0.14% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
4,204
shares
|
$1.3 Million
0.65% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
4,189
shares
|
$1.3 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
4,188
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2022
Added 1.5%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
4,181
shares
|
$1.3 Million
0.97% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
4,171
shares
|
$1.29 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,168
shares
|
$1.29 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,166
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 21.02%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
4,160
shares
|
$1.29 Million
0.44% of portfolio
|
Q2 2025
Added 12.58%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
4,124
shares
|
$1.28 Million
0.3% of portfolio
|
Q2 2023
Reduced 0.24%
|