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 |
|---|---|---|---|---|---|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
1,001
shares
|
$326,155
0.0% of portfolio
|
Q3 2025
Reduced 35.67%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
1,001
shares
|
$326,155
0.07% of portfolio
|
Q1 2025
Added 26.07%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
1,000
shares
|
$325,830
0.26% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
991
shares
|
$322,897
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
990
shares
|
$322,571
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
990
shares
|
$322,571
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
986
shares
|
$321,268
0.01% of portfolio
|
Q3 2025
Reduced 68.74%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
979
shares
|
$318,987
0.05% of portfolio
|
Q4 2025
Added 27.64%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
977
shares
|
$318,335
0.35% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
971
shares
|
$316,380
0.12% of portfolio
|
Q4 2024
Reduced 10.92%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
970
shares
|
$316,055
0.01% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
966
shares
|
$314,751
0.03% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
963
shares
|
$313,774
0.49% of portfolio
|
Q4 2023
Reduced 23.81%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
957
shares
|
$311,819
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2025 Q3 2025 |
949
shares
|
$309,212
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
949
shares
|
$309,212
0.01% of portfolio
|
Q3 2025
Added 17.16%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
947
shares
|
$308,561
0.05% of portfolio
|
Q3 2025
Added 66.73%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
947
shares
|
$308,561
0.01% of portfolio
|
Q4 2024
Reduced 40.7%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
946
shares
|
$308,235
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
942
shares
|
$306,931
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
942
shares
|
$306,931
0.0% of portfolio
|
Q3 2025
Reduced 28.26%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
942
shares
|
$306,931
0.05% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
942
shares
|
$306,931
0.05% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
937
shares
|
$305,302
0.05% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
935
shares
|
$304,651
0.05% of portfolio
|
Q4 2025
Reduced 4.1%
|
|