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 |
|---|---|---|---|---|---|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
3,549
shares
|
$1.1 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,548
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,541
shares
|
$1.1 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
3,539
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
3,529
shares
|
$1.09 Million
0.92% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
3,515
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
3,512
shares
|
$1.09 Million
0.11% of portfolio
|
Q2 2025
Reduced 40.94%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
3,509
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
3,507
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,499
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
3,489
shares
|
$1.08 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
3,488
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
3,471
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
3,452
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 17.26%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,441
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.18%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,421
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 30.82%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,409
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2022
Reduced 6.14%
|
|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
3,407
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2025
Reduced 55.21%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
3,375
shares
|
$1.05 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
3,365
shares
|
$1.04 Million
0.25% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Inkwell Capital LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
3,336
shares
|
$1.03 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
3,328
shares
|
$1.03 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,297
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 25.41%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
3,281
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Added 2.21%
|