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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,854
shares
|
$604,088
0.01% of portfolio
|
Q2 2024
Added 15.08%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
1,850
shares
|
$602,785
0.03% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,848
shares
|
$602,133
0.04% of portfolio
|
Q3 2025
Added 18.23%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
1,848
shares
|
$602,133
0.01% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
1,844
shares
|
$600,830
0.22% of portfolio
|
Q3 2025
Added 26.04%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
1,836
shares
|
$598,223
0.04% of portfolio
|
Q3 2025
Reduced 24.23%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
1,834
shares
|
$597,572
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
1,819
shares
|
$592,684
0.0% of portfolio
|
Q4 2023
Added 23.83%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
1,814
shares
|
$591,055
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
1,810
shares
|
$589,752
0.22% of portfolio
|
Q3 2025
Added 114.45%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,807
shares
|
$588,774
0.02% of portfolio
|
Q3 2025
Reduced 71.22%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
1,804
shares
|
$587,797
0.14% of portfolio
|
Q3 2025
Added 33.73%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
1,794
shares
|
$584,539
0.08% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,788
shares
|
$582,584
0.14% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
1,787
shares
|
$582,258
0.05% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
1,772
shares
|
$577,370
0.05% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,771
shares
|
$577,044
0.01% of portfolio
|
Q3 2025
Reduced 50.06%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
1,765
shares
|
$575,089
0.02% of portfolio
|
Q3 2025
Added 45.27%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
1,762
shares
|
$574,112
0.06% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
1,761
shares
|
$573,786
0.06% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
1,757
shares
|
$572,483
0.04% of portfolio
|
Q3 2025
Added 34.02%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
1,755
shares
|
$571,831
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,753
shares
|
$571,179
0.04% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
1,747
shares
|
$569,225
0.75% of portfolio
|
Q2 2022
Reduced 2.57%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
1,732
shares
|
$564,337
1.43% of portfolio
|
Q2 2022
Added 102.34%
|
|