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 1,792 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 $64.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
831
shares
|
$270,764
0.04% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
830
shares
|
$270,438
0.21% of portfolio
|
Q4 2023
Added 18.74%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
830
shares
|
$270,438
0.06% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
828
shares
|
$269,787
0.08% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
827
shares
|
$269,461
0.01% of portfolio
|
Q3 2025
Added 159.25%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
825
shares
|
$268,809
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
821
shares
|
$267,506
0.0% of portfolio
|
Q3 2025
Reduced 80.05%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Nov 12, 2025 Q3 2025 |
819
shares
|
$266,854
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
819
shares
|
$266,854
0.1% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
815
shares
|
$265,551
0.04% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
815
shares
|
$265,551
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
812
shares
|
$264,573
0.08% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
810
shares
|
$263,922
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
809
shares
|
$263,596
0.03% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
809
shares
|
$263,596
0.03% of portfolio
|
Q4 2025
Reduced 1.82%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
805
shares
|
$262,293
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
802
shares
|
$261,315
0.0% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
800
shares
|
$260,664
0.02% of portfolio
|
Q1 2025
Reduced 86.52%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
800
shares
|
$260,664
0.02% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 14, 2026 Q4 2025 |
800
shares
|
$260,664
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
799
shares
|
$260,338
0.03% of portfolio
|
Q3 2025
Reduced 66.92%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
796
shares
|
$259,360
0.02% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
792
shares
|
$258,057
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
792
shares
|
$258,057
0.13% of portfolio
|
Q4 2025
Added 7.32%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
789
shares
|
$257,079
0.04% of portfolio
|
Q3 2025
Reduced 3.31%
|
|