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 1,786 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 |
|---|---|---|---|---|---|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
650
shares
|
$211,789
0.11% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
650
shares
|
$211,789
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
649
shares
|
$211,463
0.12% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
648
shares
|
$211,137
0.09% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
646
shares
|
$210,486
0.02% of portfolio
|
Q3 2025
Reduced 14.55%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
644
shares
|
$209,834
0.13% of portfolio
|
Q2 2022
Reduced 95.57%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
644
shares
|
$209,834
0.02% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
643
shares
|
$209,508
0.15% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
642
shares
|
$209,182
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
641
shares
|
$208,857
0.05% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
640
shares
|
$208,531
0.09% of portfolio
|
Q1 2024
Reduced 16.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
640
shares
|
$208,531
0.01% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
640
shares
|
$208,531
0.08% of portfolio
|
Q3 2025
Reduced 17.1%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
639
shares
|
$208,205
0.05% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
638
shares
|
$207,879
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
637
shares
|
$207,553
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
635
shares
|
$206,902
0.16% of portfolio
|
Q1 2024
Reduced 84.94%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
634
shares
|
$206,576
0.05% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
631
shares
|
$205,598
0.13% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
628
shares
|
$204,621
0.07% of portfolio
|
Q4 2023
Added 2.95%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
628
shares
|
$204,621
0.03% of portfolio
|
Q3 2025
Reduced 35.85%
|
|
|
Washington Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
625
shares
|
$203,643
0.15% of portfolio
|
Q3 2021
New holding
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
625
shares
|
$203,643
0.01% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
625
shares
|
$203,643
0.12% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
625
shares
|
$203,643
0.01% of portfolio
|
Q3 2025
Added 4.52%
|
|