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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
3,053
shares
|
$994,758
0.02% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
3,049
shares
|
$993,455
0.02% of portfolio
|
Q4 2025
Reduced 12.86%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
3,037
shares
|
$989,545
0.16% of portfolio
|
Q3 2025
Reduced 24.43%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,026
shares
|
$985,961
0.01% of portfolio
|
Q4 2022
Added 2.75%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
3,000
shares
|
$977,490
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$977,490
0.08% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
2,980
shares
|
$970,973
0.18% of portfolio
|
Q4 2022
Reduced 2.33%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
2,971
shares
|
$968,040
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
2,967
shares
|
$966,737
0.03% of portfolio
|
Q3 2025
Added 29.45%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
2,964
shares
|
$965,760
0.07% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
2,964
shares
|
$965,760
0.03% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
2,960
shares
|
$964,456
0.02% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,956
shares
|
$963,153
0.1% of portfolio
|
Q4 2022
Reduced 25.13%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
2,950
shares
|
$961,198
2.1% of portfolio
|
Q3 2022
Reduced 14.49%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
2,945
shares
|
$959,569
0.03% of portfolio
|
Q3 2025
Reduced 16.03%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
2,935
shares
|
$956,311
0.1% of portfolio
|
Q4 2025
Reduced 34.44%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,909
shares
|
$947,839
0.0% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
2,903
shares
|
$945,884
0.03% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
2,901
shares
|
$945,232
0.1% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,900
shares
|
$944,907
0.1% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
2,887
shares
|
$940,671
0.3% of portfolio
|
Q3 2025
Added 69.13%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,876
shares
|
$937,087
0.02% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
2,865
shares
|
$933,502
0.01% of portfolio
|
Q3 2025
Added 41.9%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
2,849
shares
|
$928,289
0.03% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
2,831
shares
|
$922,424
0.1% of portfolio
|
Q3 2025
Reduced 0.84%
|
|