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 |
|---|---|---|---|---|---|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
4,115
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
4,098
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
4,088
shares
|
$1.27 Million
0.68% of portfolio
|
Q2 2025
Added 50.63%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
4,073
shares
|
$1.26 Million
0.44% of portfolio
|
Q2 2025
Reduced 31.66%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
4,072
shares
|
$1.26 Million
0.72% of portfolio
|
Q1 2025
Added 37.06%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
4,047
shares
|
$1.25 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Aug 08, 2025 Q2 2025 |
4,045
shares
|
$1.25 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
4,019
shares
|
$1.25 Million
0.28% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
4,000
shares
|
$1.24 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 672.2%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
4,000
shares
|
$1.24 Million
0.17% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,999
shares
|
$1.24 Million
0.12% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,997
shares
|
$1.24 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,965
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
3,962
shares
|
$1.23 Million
1.1% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
3,959
shares
|
$1.23 Million
1.01% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
3,957
shares
|
$1.23 Million
0.56% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
3,946
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
3,936
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,933
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
3,933
shares
|
$1.22 Million
0.59% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
3,925
shares
|
$1.22 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
3,925
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
3,924
shares
|
$1.22 Million
0.14% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,922
shares
|
$1.22 Million
0.2% of portfolio
|
Q4 2023
Added 1.13%
|