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 |
|---|---|---|---|---|---|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
2,584
shares
|
$841,944
0.06% of portfolio
|
Q4 2025
Reduced 3.94%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
2,567
shares
|
$836,405
0.64% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,563
shares
|
$835,102
0.03% of portfolio
|
Q3 2022
Added 140.88%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
2,537
shares
|
$826,630
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,515
shares
|
$819,462
0.35% of portfolio
|
Q1 2018
Reduced 6.85%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
2,510
shares
|
$817,833
0.02% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
2,499
shares
|
$814,249
0.05% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,492
shares
|
$811,968
0.05% of portfolio
|
Q3 2025
Added 23.73%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
2,478
shares
|
$807,406
0.01% of portfolio
|
Q3 2025
Reduced 55.12%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,476
shares
|
$806,755
0.13% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
2,445
shares
|
$796,654
0.04% of portfolio
|
Q3 2025
Reduced 41.34%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
2,442
shares
|
$795,676
0.04% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
2,441
shares
|
$795,351
0.12% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 29, 2025 Q3 2025 |
2,425
shares
|
$790,137
0.48% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
2,424
shares
|
$789,811
0.46% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,421
shares
|
$788,834
0.01% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
2,419
shares
|
$788,182
0.02% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,409
shares
|
$784,924
0.02% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
2,408
shares
|
$784,598
0.07% of portfolio
|
Q3 2025
Reduced 42.92%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,389
shares
|
$778,407
0.19% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
2,356
shares
|
$767,655
0.3% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
2,347
shares
|
$764,723
0.11% of portfolio
|
Q3 2025
Added 21.35%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,346
shares
|
$764,397
0.06% of portfolio
|
Q3 2025
Reduced 23.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
2,332
shares
|
$759,835
0.02% of portfolio
|
Q3 2025
Reduced 11.8%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
2,332
shares
|
$759,835
0.48% of portfolio
|
Q3 2025
Added 49.1%
|
|