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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,711
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,676
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
3,640
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,635
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2022
Reduced 0.66%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
3,635
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Added 31.94%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
3,630
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,587
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2023
Reduced 12.36%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,565
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2023
Added 2.86%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,541
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
3,520
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
3,512
shares
|
$1.14 Million
0.1% of portfolio
|
Q2 2025
Reduced 40.94%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
3,509
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
3,508
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,470
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
3,416
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2025
Added 65.26%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
3,414
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Added 140.93%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,410
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 162.11%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,409
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2022
Reduced 6.14%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
3,394
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Added 18.22%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
3,378
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 20.48%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,376
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 35.9%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
3,371
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 79.6%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,370
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
3,358
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 56.7%
|
|