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 |
|---|---|---|---|---|---|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,230
shares
|
$775,683
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
2,227
shares
|
$774,639
0.86% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
2,222
shares
|
$772,900
0.25% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
2,214
shares
|
$770,117
0.15% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
2,213
shares
|
$769,769
0.21% of portfolio
|
Q1 2025
Added 52.1%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
2,210
shares
|
$768,726
0.03% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,200
shares
|
$765,248
0.01% of portfolio
|
Q1 2025
Reduced 27.82%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
2,199
shares
|
$764,900
0.05% of portfolio
|
Q1 2025
Added 55.52%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
2,195
shares
|
$763,508
0.03% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
2,194
shares
|
$763,160
0.03% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
2,189
shares
|
$761,421
0.02% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
2,189
shares
|
$761,421
0.02% of portfolio
|
Q1 2025
Added 50.55%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
May 14, 2025 Q1 2025 |
2,185
shares
|
$760,030
0.23% of portfolio
|
Q1 2025
Reduced 67.74%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,183
shares
|
$759,334
0.08% of portfolio
|
Q1 2025
Added 23.75%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
2,166
shares
|
$753,421
0.1% of portfolio
|
Q1 2025
Added 29.01%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
2,164
shares
|
$752,725
0.01% of portfolio
|
Q2 2024
Added 216.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,163
shares
|
$752,377
0.09% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Lecap Asset Management LTD
London, X0 |
Apr 23, 2025 Q1 2025 |
2,147
shares
|
$746,812
0.22% of portfolio
|
Q1 2025
Reduced 56.65%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
2,127
shares
|
$739,855
0.52% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
2,116
shares
|
$736,029
0.12% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
2,107
shares
|
$732,898
0.01% of portfolio
|
Q1 2025
Reduced 95.06%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
2,096
shares
|
$729,072
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
2,061
shares
|
$716,898
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,053
shares
|
$714,115
0.07% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,052
shares
|
$713,767
0.0% of portfolio
|
Q3 2022
Added 5.34%
|