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 |
|---|---|---|---|---|---|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
625
shares
|
$203,643
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
623
shares
|
$202,992
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
622
shares
|
$202,666
0.09% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
622
shares
|
$202,666
0.0% of portfolio
|
Q2 2025
Added 16.26%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
622
shares
|
$202,666
0.01% of portfolio
|
Q3 2025
Reduced 79.18%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
620
shares
|
$202,014
0.04% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
619
shares
|
$201,688
0.06% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
618
shares
|
$201,362
0.02% of portfolio
|
Q4 2025
Added 20.7%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
617
shares
|
$201,037
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
616
shares
|
$200,711
0.01% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
608
shares
|
$198,104
0.03% of portfolio
|
Q3 2022
Reduced 8.02%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
606
shares
|
$197,452
0.07% of portfolio
|
Q2 2024
Added 13.48%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
604
shares
|
$196,801
0.07% of portfolio
|
Q3 2025
Reduced 37.67%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
600
shares
|
$195,498
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
594
shares
|
$193,543
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
590
shares
|
$192,239
0.09% of portfolio
|
Q1 2021
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
589
shares
|
$191,913
0.44% of portfolio
|
Q3 2023
Added 5.37%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
587
shares
|
$191,262
0.04% of portfolio
|
Q3 2025
Reduced 20.68%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
586
shares
|
$190,936
0.04% of portfolio
|
Q3 2025
Reduced 17.35%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
586
shares
|
$190,936
0.32% of portfolio
|
Q4 2023
Added 1.21%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
577
shares
|
$188,003
0.04% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
566
shares
|
$184,419
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
559
shares
|
$182,138
0.07% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
557
shares
|
$181,487
0.01% of portfolio
|
Q4 2025
Added 6.1%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
555
shares
|
$180,835
0.13% of portfolio
|
Q3 2025
Reduced 28.85%
|
|