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 |
|---|---|---|---|---|---|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
1,731
shares
|
$564,011
0.02% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
1,729
shares
|
$563,360
0.05% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,726
shares
|
$562,382
0.16% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
1,719
shares
|
$560,101
0.08% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
1,718
shares
|
$559,775
0.14% of portfolio
|
Q4 2025
Added 2.75%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
1,716
shares
|
$559,124
0.23% of portfolio
|
Q4 2025
Reduced 2.44%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
1,715
shares
|
$558,798
0.08% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
1,712
shares
|
$557,820
0.02% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
1,710
shares
|
$557,169
0.29% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
1,708
shares
|
$556,517
0.03% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
1,686
shares
|
$549,349
0.23% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,686
shares
|
$549,349
0.04% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,683
shares
|
$548,371
0.16% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,679
shares
|
$547,068
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
1,668
shares
|
$543,484
0.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
1,662
shares
|
$541,529
0.02% of portfolio
|
Q3 2025
Reduced 12.3%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
1,662
shares
|
$541,529
0.35% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,661
shares
|
$541,203
0.04% of portfolio
|
Q3 2025
Added 89.61%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
1,650
shares
|
$537,619
0.04% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
1,649
shares
|
$537,293
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
1,644
shares
|
$535,664
0.2% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
1,628
shares
|
$530,451
0.04% of portfolio
|
Q4 2025
Added 10.45%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,626
shares
|
$529,799
0.07% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,622
shares
|
$528,496
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
1,616
shares
|
$526,541
0.02% of portfolio
|
Q3 2025
Added 1.25%
|
|