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 1,781 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $64.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
6,903
shares
|
$2.25 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Edmp, Inc.
|
Oct 21, 2025 Q3 2025 |
6,884
shares
|
$2.24 Million
1.82% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6,880
shares
|
$2.24 Million
2.24% of portfolio
|
Q4 2018
Reduced 2.63%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
6,823
shares
|
$2.22 Million
0.05% of portfolio
|
Q3 2025
Reduced 98.18%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
6,729
shares
|
$2.19 Million
0.09% of portfolio
|
Q3 2025
Added 14.15%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
6,727
shares
|
$2.19 Million
1.31% of portfolio
|
Q3 2023
Added 3.83%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
6,681
shares
|
$2.18 Million
0.13% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
6,643
shares
|
$2.16 Million
1.71% of portfolio
|
Q3 2025
Added 86.71%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,586
shares
|
$2.15 Million
0.02% of portfolio
|
Q3 2025
Added 11.04%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
6,573
shares
|
$2.14 Million
0.56% of portfolio
|
Q3 2025
Added 18.26%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
6,470
shares
|
$2.11 Million
0.06% of portfolio
|
Q2 2025
Reduced 33.22%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,431
shares
|
$2.1 Million
0.34% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
6,429
shares
|
$2.09 Million
0.19% of portfolio
|
Q3 2025
Added 147.36%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,427
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2025
Added 67.68%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
6,422
shares
|
$2.09 Million
0.12% of portfolio
|
Q3 2025
Reduced 12.98%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
6,355
shares
|
$2.07 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
6,286
shares
|
$2.05 Million
0.24% of portfolio
|
Q3 2025
Added 15.7%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
6,247
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 62.25%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,187
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
6,182
shares
|
$2.01 Million
1.63% of portfolio
|
Q1 2024
Added 71.44%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
6,168
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,151
shares
|
$2 Million
0.33% of portfolio
|
Q2 2024
Reduced 8.89%
|
|
|
Paralel Advisors LLC
|
Nov 03, 2025 Q3 2025 |
6,150
shares
|
$2 Million
0.08% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
6,145
shares
|
$2 Million
0.39% of portfolio
|
Q3 2025
Added 236.71%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 14, 2025 Q3 2025 |
6,100
shares
|
$1.99 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|