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 $64.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
784
shares
|
$255,450
0.01% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
780
shares
|
$254,147
0.04% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
779
shares
|
$253,821
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 14, 2025 Q3 2025 |
778
shares
|
$253,495
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
775
shares
|
$252,518
0.05% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
775
shares
|
$252,518
0.01% of portfolio
|
Q3 2025
Added 34.08%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
774
shares
|
$252,192
0.04% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
773
shares
|
$251,866
0.1% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
772
shares
|
$251,540
0.01% of portfolio
|
Q3 2025
Added 33.56%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
770
shares
|
$250,889
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
770
shares
|
$250,889
0.04% of portfolio
|
Q4 2023
Added 41.8%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
770
shares
|
$250,889
0.04% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
770
shares
|
$250,889
0.01% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
770
shares
|
$250,889
0.18% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
768
shares
|
$250,237
0.04% of portfolio
|
Q4 2025
Added 5.35%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
767
shares
|
$249,911
0.03% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
765
shares
|
$249,259
0.03% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
765
shares
|
$249,259
0.1% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
763
shares
|
$248,608
0.03% of portfolio
|
Q3 2025
Reduced 71.0%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
763
shares
|
$248,608
0.06% of portfolio
|
Q3 2025
Reduced 17.87%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
761
shares
|
$247,956
0.02% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
760
shares
|
$247,630
0.15% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
754
shares
|
$245,675
0.1% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
754
shares
|
$245,675
0.17% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
753
shares
|
$245,349
0.09% of portfolio
|
Q3 2024
New holding
|
|