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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
930
shares
|
$303,021
0.02% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
930
shares
|
$303,021
0.08% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
927
shares
|
$302,044
0.01% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
925
shares
|
$301,392
0.02% of portfolio
|
Q3 2025
Added 41.22%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
925
shares
|
$301,392
0.03% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
924
shares
|
$301,066
0.04% of portfolio
|
Q3 2025
Reduced 46.43%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
922
shares
|
$300,415
0.01% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
921
shares
|
$300,089
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
915
shares
|
$298,134
0.02% of portfolio
|
Q3 2025
Reduced 20.3%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
912
shares
|
$297,156
0.02% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
911
shares
|
$296,831
0.0% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
910
shares
|
$296,505
0.05% of portfolio
|
Q4 2025
Reduced 42.33%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
909
shares
|
$296,179
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
908
shares
|
$295,853
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
907
shares
|
$295,527
0.07% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
906
shares
|
$295,201
0.11% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
904
shares
|
$294,550
0.21% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
901
shares
|
$293,572
0.12% of portfolio
|
Q4 2020
Added 15.36%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
900
shares
|
$293,247
0.01% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
900
shares
|
$293,247
0.15% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
895
shares
|
$291,617
0.21% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
894
shares
|
$291,292
0.12% of portfolio
|
Q4 2025
Added 3.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
886
shares
|
$288,685
0.16% of portfolio
|
Q3 2025
Added 81.56%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
884
shares
|
$288,033
0.05% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
884
shares
|
$288,033
0.02% of portfolio
|
Q3 2025
Reduced 40.63%
|
|