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 1,878 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 |
|---|---|---|---|---|---|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
1,927
shares
|
$670,287
1.26% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,924
shares
|
$669,244
0.02% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,924
shares
|
$669,244
0.04% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
1,920
shares
|
$667,852
0.01% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
1,914
shares
|
$665,765
0.06% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,901
shares
|
$661,243
0.04% of portfolio
|
Q2 2020
Reduced 2.93%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
1,900
shares
|
$660,896
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
1,894
shares
|
$658,808
0.03% of portfolio
|
Q1 2023
Reduced 4.1%
|
|
|
Capital International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
1,875
shares
|
$652,200
0.02% of portfolio
|
Q1 2025
Added 82.22%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
1,865
shares
|
$648,721
0.56% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,863
shares
|
$648,025
0.23% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
1,859
shares
|
$646,634
0.05% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,854
shares
|
$644,895
0.01% of portfolio
|
Q2 2024
Added 15.08%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,850
shares
|
$643,504
0.04% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,827
shares
|
$635,503
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,819
shares
|
$632,720
0.0% of portfolio
|
Q4 2023
Added 23.83%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
1,801
shares
|
$626,459
0.02% of portfolio
|
Q1 2025
Added 30.22%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
May 15, 2025 Q1 2025 |
1,800
shares
|
$626,112
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1,799
shares
|
$625,764
0.0% of portfolio
|
Q1 2025
Reduced 27.17%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
1,793
shares
|
$623,677
0.02% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,788
shares
|
$621,937
0.14% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
1,784
shares
|
$620,546
0.21% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,784
shares
|
$620,546
0.52% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
1,781
shares
|
$619,503
0.12% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
1,776
shares
|
$617,763
0.02% of portfolio
|
Q1 2025
Reduced 8.69%
|