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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
3,320
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
3,318
shares
|
$1.08 Million
0.46% of portfolio
|
Q3 2025
Reduced 21.45%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,297
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Added 25.41%
|
|
|
Inkwell Capital LLC
Miami, FL |
Nov 10, 2025 Q3 2025 |
3,279
shares
|
$1.07 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
3,267
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Nov 12, 2025 Q3 2025 |
3,242
shares
|
$1.06 Million
0.69% of portfolio
|
Q3 2025
Added 29.06%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,231
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.1%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
3,209
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 52.66%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
3,209
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2025
Reduced 38.61%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
3,200
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2025
Added 247.07%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
3,189
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Todd Asset Management LLC
|
Nov 07, 2025 Q3 2025 |
3,182
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,150
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
3,150
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
3,137
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
3,135
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
3,134
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,134
shares
|
$1.02 Million
2.17% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
3,132
shares
|
$1.02 Million
1.1% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Sentry LLC
Memphis, TN |
Oct 22, 2025 Q3 2025 |
3,125
shares
|
$1.02 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
3,090
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
3,086
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
3,078
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.53%
|
|