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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
2,823
shares
|
$919,818
0.1% of portfolio
|
Q4 2025
Reduced 12.49%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,821
shares
|
$919,166
0.01% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
2,802
shares
|
$912,975
0.0% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
2,793
shares
|
$910,043
0.04% of portfolio
|
Q1 2025
Reduced 34.31%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
2,791
shares
|
$909,391
0.06% of portfolio
|
Q3 2025
Reduced 22.47%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
2,777
shares
|
$904,829
0.03% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,751
shares
|
$896,358
0.18% of portfolio
|
Q3 2025
Reduced 24.86%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
2,744
shares
|
$894,077
0.01% of portfolio
|
Q4 2025
Added 34.51%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
2,739
shares
|
$892,448
0.03% of portfolio
|
Q3 2025
Added 19.66%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,726
shares
|
$888,212
0.03% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,723
shares
|
$887,235
0.05% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,713
shares
|
$883,976
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
2,702
shares
|
$880,392
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,702
shares
|
$880,392
0.09% of portfolio
|
Q3 2025
Added 337.22%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,698
shares
|
$879,089
0.01% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Nov 20, 2025 Q3 2025 |
2,696
shares
|
$878,437
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,684
shares
|
$874,527
0.01% of portfolio
|
Q3 2025
Reduced 23.29%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
2,676
shares
|
$871,921
0.15% of portfolio
|
Q3 2025
Added 118.27%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
2,669
shares
|
$869,640
0.06% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
2,662
shares
|
$867,359
0.08% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
2,646
shares
|
$862,146
0.06% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
2,606
shares
|
$849,112
0.23% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
2,603
shares
|
$848,135
0.84% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
2,600
shares
|
$847,158
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,590
shares
|
$843,899
0.01% of portfolio
|
Q3 2025
Reduced 13.9%
|
|