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 |
|---|---|---|---|---|---|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
1,388
shares
|
$452,252
0.29% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
1,387
shares
|
$451,926
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
1,383
shares
|
$450,622
0.01% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
1,383
shares
|
$450,622
0.18% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
1,380
shares
|
$449,645
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
1,372
shares
|
$447,038
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 28, 2025 Q3 2025 |
1,364
shares
|
$444,432
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
1,352
shares
|
$440,522
0.14% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
1,348
shares
|
$439,218
0.27% of portfolio
|
Q4 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,345
shares
|
$438,241
0.01% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
1,342
shares
|
$437,263
0.01% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
1,341
shares
|
$436,938
0.21% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
1,341
shares
|
$436,938
0.01% of portfolio
|
Q4 2025
Added 14.32%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
1,338
shares
|
$435,960
0.05% of portfolio
|
Q4 2025
Reduced 3.95%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,335
shares
|
$434,983
0.02% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
1,335
shares
|
$434,983
0.01% of portfolio
|
Q3 2025
Reduced 60.82%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,332
shares
|
$434,005
0.07% of portfolio
|
Q4 2022
Reduced 1.19%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,328
shares
|
$432,702
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
1,327
shares
|
$432,376
0.02% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,325
shares
|
$431,724
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
1,322
shares
|
$430,747
0.03% of portfolio
|
Q3 2025
Reduced 63.03%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,321
shares
|
$430,421
0.0% of portfolio
|
Q3 2025
Added 137.59%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
1,318
shares
|
$429,443
0.26% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
1,310
shares
|
$426,837
0.01% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,305
shares
|
$425,208
0.29% of portfolio
|
Q3 2025
Added 3.49%
|
|