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 |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 15, 2026 Q4 2025 |
894
shares
|
$291,292
0.23% of portfolio
|
Q4 2025
Added 4.81%
|
|
|
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%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
884
shares
|
$288,033
0.01% of portfolio
|
Q3 2025
Added 16.93%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
881
shares
|
$287,056
0.11% of portfolio
|
Q4 2025
Added 11.66%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
879
shares
|
$286,404
0.05% of portfolio
|
Q3 2025
Reduced 41.32%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
878
shares
|
$286,078
0.21% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
873
shares
|
$284,449
0.16% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
869
shares
|
$283,146
0.08% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
865
shares
|
$281,842
0.6% of portfolio
|
Q1 2024
Reduced 13.93%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
862
shares
|
$280,865
0.01% of portfolio
|
Q3 2025
Added 39.48%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
859
shares
|
$279,887
0.02% of portfolio
|
Q4 2025
Reduced 12.17%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
858
shares
|
$279,562
0.05% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
858
shares
|
$279,562
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
858
shares
|
$279,562
0.0% of portfolio
|
Q3 2025
Reduced 46.74%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
856
shares
|
$278,910
0.03% of portfolio
|
Q1 2025
Reduced 85.07%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
855
shares
|
$278,584
0.02% of portfolio
|
Q4 2025
Added 5.95%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
853
shares
|
$277,932
0.03% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
847
shares
|
$275,978
0.01% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
843
shares
|
$274,674
0.01% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
840
shares
|
$273,697
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
839
shares
|
$273,371
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
836
shares
|
$272,393
0.1% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
835
shares
|
$272,068
0.03% of portfolio
|
Q3 2025
Added 32.75%
|
|