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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
1,979
shares
|
$644,817
0.01% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
1,978
shares
|
$644,491
0.02% of portfolio
|
Q3 2025
Reduced 18.87%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
1,971
shares
|
$642,210
0.2% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
1,967
shares
|
$640,907
0.02% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
1,967
shares
|
$640,907
0.03% of portfolio
|
Q3 2025
Reduced 20.85%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
1,953
shares
|
$636,345
0.05% of portfolio
|
Q3 2025
Added 203.26%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
1,946
shares
|
$634,065
0.38% of portfolio
|
Q4 2025
Reduced 1.17%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,938
shares
|
$631,458
0.07% of portfolio
|
Q2 2022
Added 58.85%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
1,933
shares
|
$629,829
0.21% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
1,927
shares
|
$627,874
1.26% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,924
shares
|
$626,896
0.04% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
1,922
shares
|
$626,245
0.33% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
1,918
shares
|
$624,941
0.06% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
1,918
shares
|
$624,941
0.07% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
1,914
shares
|
$623,638
0.04% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
1,913
shares
|
$623,312
0.02% of portfolio
|
Q4 2025
Added 24.22%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
1,910
shares
|
$622,335
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
1,905
shares
|
$620,706
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,901
shares
|
$619,402
0.04% of portfolio
|
Q2 2020
Reduced 2.93%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
1,897
shares
|
$618,099
0.12% of portfolio
|
Q3 2025
Reduced 64.85%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,896
shares
|
$617,773
0.06% of portfolio
|
Q3 2025
Added 95.67%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
1,896
shares
|
$617,773
0.03% of portfolio
|
Q3 2025
Reduced 94.35%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
1,881
shares
|
$612,886
0.15% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
1,865
shares
|
$607,672
0.35% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
1,860
shares
|
$606,043
0.23% of portfolio
|
Q3 2025
New holding
|
|