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 |
|---|---|---|---|---|---|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
4,352
shares
|
$1.51 Million
1.53% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
4,350
shares
|
$1.51 Million
0.56% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
4,328
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
4,327
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
4,303
shares
|
$1.5 Million
0.18% of portfolio
|
Q1 2025
Added 38.54%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,278
shares
|
$1.49 Million
0.25% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
4,256
shares
|
$1.48 Million
0.84% of portfolio
|
Q1 2025
Added 84.48%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
4,255
shares
|
$1.48 Million
0.98% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
4,253
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
4,224
shares
|
$1.47 Million
0.75% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
4,204
shares
|
$1.46 Million
0.65% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
4,195
shares
|
$1.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,192
shares
|
$1.46 Million
0.15% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
4,188
shares
|
$1.46 Million
0.15% of portfolio
|
Q3 2022
Added 1.5%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,178
shares
|
$1.45 Million
0.15% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
4,171
shares
|
$1.45 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
4,160
shares
|
$1.45 Million
0.44% of portfolio
|
Q2 2025
Added 12.58%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
4,124
shares
|
$1.43 Million
0.35% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,116
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,107
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,106
shares
|
$1.43 Million
0.21% of portfolio
|
Q1 2025
Added 19.92%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
4,105
shares
|
$1.43 Million
0.37% of portfolio
|
Q1 2025
Reduced 51.15%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
4,101
shares
|
$1.43 Million
1.14% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
4,098
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
4,072
shares
|
$1.42 Million
0.72% of portfolio
|
Q1 2025
Added 37.06%
|