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 |
|---|---|---|---|---|---|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
753
shares
|
$245,349
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
751
shares
|
$244,698
0.01% of portfolio
|
Q3 2025
Reduced 34.3%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
750
shares
|
$244,372
0.13% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
748
shares
|
$243,720
0.01% of portfolio
|
Q3 2025
Added 42.48%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
746
shares
|
$243,069
0.01% of portfolio
|
Q3 2025
Reduced 69.25%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
745
shares
|
$242,743
0.03% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
743
shares
|
$242,091
0.01% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 13, 2025 Q3 2025 |
739
shares
|
$240,788
0.03% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
738
shares
|
$240,462
0.05% of portfolio
|
Q3 2025
Reduced 15.07%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
736
shares
|
$239,810
0.1% of portfolio
|
Q3 2025
Added 31.66%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
733
shares
|
$238,833
0.04% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
731
shares
|
$238,181
0.01% of portfolio
|
Q3 2025
Reduced 21.06%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
730
shares
|
$237,855
0.14% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2025 Q3 2025 |
730
shares
|
$237,855
0.08% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
729
shares
|
$237,530
0.04% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
726
shares
|
$236,552
0.01% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
724
shares
|
$235,900
0.01% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
719
shares
|
$234,271
0.06% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
719
shares
|
$234,271
0.09% of portfolio
|
Q3 2025
Reduced 42.85%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
717
shares
|
$233,620
0.0% of portfolio
|
Q3 2025
Added 158.84%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
716
shares
|
$233,294
0.01% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
716
shares
|
$233,294
0.01% of portfolio
|
Q2 2025
Added 134.75%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
714
shares
|
$232,642
0.0% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
714
shares
|
$232,642
0.03% of portfolio
|
Q3 2025
Reduced 41.86%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
710
shares
|
$231,339
0.01% of portfolio
|
Q3 2025
Added 24.78%
|
|