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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
4,073
shares
|
$1.33 Million
0.44% of portfolio
|
Q2 2025
Reduced 31.66%
|
|
|
Pensionfund Sabic
|
Jan 12, 2026 Q4 2025 |
4,050
shares
|
$1.32 Million
0.39% of portfolio
|
Q4 2025
Reduced 6.9%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
4,022
shares
|
$1.31 Million
0.27% of portfolio
|
Q3 2025
Reduced 23.57%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,012
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Fore Capital, LLC
|
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$1.3 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$1.3 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
3,964
shares
|
$1.29 Million
0.07% of portfolio
|
Q4 2025
Added 49.02%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
3,954
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2025
Reduced 14.78%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,946
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2025
Added 25.63%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
3,928
shares
|
$1.28 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
3,926
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,922
shares
|
$1.28 Million
0.2% of portfolio
|
Q4 2023
Added 1.13%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
3,914
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
3,906
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2025
Added 2.68%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
3,902
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
3,866
shares
|
$1.26 Million
0.43% of portfolio
|
Q3 2025
Added 36.22%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
3,860
shares
|
$1.26 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
3,854
shares
|
$1.26 Million
1.22% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,814
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
3,810
shares
|
$1.24 Million
0.21% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
3,798
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Added 107.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,796
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,767
shares
|
$1.23 Million
0.08% of portfolio
|
Q3 2025
Reduced 26.06%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
3,760
shares
|
$1.23 Million
0.12% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
3,736
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.07%
|
|