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 |
|---|---|---|---|---|---|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Nov 05, 2025 Q3 2025 |
4,980
shares
|
$1.62 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,962
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,922
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.58%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
4,921
shares
|
$1.6 Million
0.44% of portfolio
|
Q3 2025
Reduced 34.47%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
4,867
shares
|
$1.59 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
4,818
shares
|
$1.57 Million
0.19% of portfolio
|
Q3 2025
Reduced 59.54%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
4,792
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Added 57.63%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,771
shares
|
$1.55 Million
0.26% of portfolio
|
Q4 2024
Reduced 23.39%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
4,765
shares
|
$1.55 Million
2.22% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
4,701
shares
|
$1.53 Million
1.09% of portfolio
|
Q2 2024
Added 5.43%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Oct 27, 2025 Q3 2025 |
4,700
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2025
Added 17.5%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
4,669
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 25.71%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,667
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 33.04%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
4,655
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,650
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,628
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2025
Added 53.09%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
4,610
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2025
Added 31.71%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
4,572
shares
|
$1.49 Million
0.59% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
4,541
shares
|
$1.48 Million
0.07% of portfolio
|
Q3 2025
Added 25.03%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
4,536
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Reduced 93.17%
|
|
|
Polianta LTD
|
Oct 16, 2025 Q3 2025 |
4,500
shares
|
$1.47 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
4,500
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
4,478
shares
|
$1.46 Million
1.13% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,470
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2025
Reduced 45.45%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
4,462
shares
|
$1.45 Million
0.2% of portfolio
|
Q3 2025
Reduced 31.27%
|
|