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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,454
shares
|
$1.45 Million
0.06% of portfolio
|
Q4 2023
Added 6.15%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
4,443
shares
|
$1.45 Million
0.6% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
4,410
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
4,396
shares
|
$1.43 Million
0.1% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,396
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
4,385
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
4,384
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,376
shares
|
$1.43 Million
1.37% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
4,360
shares
|
$1.42 Million
0.36% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2025 Q3 2025 |
4,358
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
4,350
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
4,345
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,330
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
4,319
shares
|
$1.41 Million
0.23% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
4,256
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2025
Added 17.96%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
4,256
shares
|
$1.39 Million
0.77% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
4,221
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
4,188
shares
|
$1.36 Million
0.15% of portfolio
|
Q3 2022
Added 1.5%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
4,150
shares
|
$1.35 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
4,124
shares
|
$1.34 Million
0.24% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
4,112
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
4,098
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,090
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Added 52.84%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
4,085
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
4,078
shares
|
$1.33 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|