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 1,789 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 $64.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
5,436
shares
|
$1.77 Million
0.17% of portfolio
|
Q4 2025
Reduced 3.51%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,406
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
5,406
shares
|
$1.76 Million
1.21% of portfolio
|
Q4 2025
Reduced 18.62%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
5,389
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
5,380
shares
|
$1.75 Million
1.6% of portfolio
|
Q3 2025
Added 23.62%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,379
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
5,342
shares
|
$1.74 Million
0.19% of portfolio
|
Q3 2025
Reduced 25.29%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,312
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,301
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2025
Added 33.69%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
5,251
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
5,234
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,222
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 76.72%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,202
shares
|
$1.69 Million
1.26% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
5,201
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2025
Added 164.55%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
5,183
shares
|
$1.69 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,180
shares
|
$1.69 Million
0.06% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
5,140
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2025
Reduced 19.44%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
5,084
shares
|
$1.66 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,081
shares
|
$1.66 Million
0.34% of portfolio
|
Q3 2022
Reduced 13.51%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2025 Q3 2025 |
5,040
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Reduced 67.6%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
5,030
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 29.81%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
5,013
shares
|
$1.63 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
5,011
shares
|
$1.63 Million
0.59% of portfolio
|
Q3 2025
Added 23.06%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
5,011
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
Reduced 62.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,998
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2025
Added 199.28%
|
|