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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,071
shares
|
$348,963
0.01% of portfolio
|
Q3 2025
Added 39.45%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
1,071
shares
|
$348,963
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
1,065
shares
|
$347,008
0.0% of portfolio
|
Q3 2025
Reduced 27.15%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
1,064
shares
|
$346,683
0.2% of portfolio
|
Q3 2025
Reduced 70.59%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
1,058
shares
|
$344,728
0.01% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
1,053
shares
|
$343,098
0.09% of portfolio
|
Q3 2025
Reduced 50.63%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,050
shares
|
$342,121
0.18% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
1,050
shares
|
$342,121
0.06% of portfolio
|
Q3 2025
Reduced 18.6%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,049
shares
|
$341,795
0.05% of portfolio
|
Q3 2022
Reduced 4.72%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
1,040
shares
|
$338,863
0.09% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,037
shares
|
$337,885
0.08% of portfolio
|
Q3 2025
Added 18.24%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
1,036
shares
|
$337,559
0.01% of portfolio
|
Q3 2025
Reduced 27.75%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
1,036
shares
|
$337,559
0.04% of portfolio
|
Q2 2025
Reduced 51.04%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,035
shares
|
$337,234
0.01% of portfolio
|
Q4 2025
Added 33.55%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
1,032
shares
|
$336,256
0.02% of portfolio
|
Q4 2025
Reduced 1.9%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
1,022
shares
|
$332,998
0.08% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
1,018
shares
|
$331,694
0.03% of portfolio
|
Q3 2025
Added 65.26%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
1,017
shares
|
$331,369
0.02% of portfolio
|
Q3 2025
Reduced 81.73%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
1,017
shares
|
$331,369
0.0% of portfolio
|
Q3 2025
Reduced 23.59%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
1,015
shares
|
$330,717
0.12% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
1,011
shares
|
$329,414
0.02% of portfolio
|
Q4 2025
Added 2.95%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,011
shares
|
$329,414
0.01% of portfolio
|
Q3 2025
Reduced 48.89%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
1,011
shares
|
$329,414
0.11% of portfolio
|
Q3 2025
Added 45.68%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,005
shares
|
$327,459
0.05% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
1,001
shares
|
$326,155
0.08% of portfolio
|
Q1 2025
Added 26.07%
|
|