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 |
|---|---|---|---|---|---|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
1,158
shares
|
$377,311
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,153
shares
|
$375,681
0.09% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,150
shares
|
$374,704
0.11% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
1,145
shares
|
$373,075
0.12% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,142
shares
|
$372,097
0.01% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,139
shares
|
$371,120
0.01% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
1,133
shares
|
$369,165
0.02% of portfolio
|
Q3 2025
Added 18.89%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
1,133
shares
|
$369,165
0.17% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
1,128
shares
|
$367,536
0.09% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,118
shares
|
$364,277
0.03% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
1,107
shares
|
$360,693
0.0% of portfolio
|
Q3 2025
Reduced 64.46%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
1,107
shares
|
$360,693
0.02% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
1,100
shares
|
$358,413
0.15% of portfolio
|
Q4 2025
Reduced 8.33%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,099
shares
|
$358,087
0.05% of portfolio
|
Q3 2025
Added 13.18%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
1,096
shares
|
$357,109
0.27% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,096
shares
|
$357,109
0.1% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
1,093
shares
|
$356,132
0.04% of portfolio
|
Q3 2025
Reduced 51.83%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
1,091
shares
|
$355,480
0.01% of portfolio
|
Q4 2025
Added 6.03%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
1,090
shares
|
$355,154
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,088
shares
|
$354,503
0.0% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,087
shares
|
$354,177
0.01% of portfolio
|
Q3 2025
Added 17.39%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,084
shares
|
$353,199
0.06% of portfolio
|
Q3 2025
Added 30.92%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
1,081
shares
|
$352,222
0.04% of portfolio
|
Q4 2025
Added 7.46%
|
|
|
Sara Bay Financial
|
Oct 10, 2025 Q3 2025 |
1,072
shares
|
$349,289
0.11% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
1,071
shares
|
$348,963
0.11% of portfolio
|
Q1 2025
Added 38.91%
|
|