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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
544
shares
|
$177,251
0.05% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
543
shares
|
$176,925
0.07% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
540
shares
|
$175,948
0.03% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
537
shares
|
$174,970
0.04% of portfolio
|
Q3 2022
Added 31.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
525
shares
|
$171,060
0.01% of portfolio
|
Q3 2025
Added 12.66%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
522
shares
|
$170,083
0.03% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
515
shares
|
$167,802
0.02% of portfolio
|
Q2 2025
Reduced 27.97%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
513
shares
|
$167,150
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
513
shares
|
$167,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
512
shares
|
$166,824
0.02% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
501
shares
|
$163,240
0.03% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
500
shares
|
$162,915
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
492
shares
|
$160,308
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
492
shares
|
$160,308
0.02% of portfolio
|
Q4 2023
Reduced 14.43%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
491
shares
|
$159,982
0.01% of portfolio
|
Q4 2025
Added 72.28%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
480
shares
|
$156,398
0.01% of portfolio
|
Q3 2025
Reduced 70.24%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
474
shares
|
$154,443
0.01% of portfolio
|
Q2 2022
Reduced 17.42%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
454
shares
|
$147,926
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
450
shares
|
$146,623
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
448
shares
|
$145,971
0.14% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
440
shares
|
$143,365
0.01% of portfolio
|
Q3 2025
Added 214.29%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
425
shares
|
$138,477
0.57% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
423
shares
|
$137,826
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
422
shares
|
$137,500
0.02% of portfolio
|
Q3 2025
Added 29.05%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
420
shares
|
$136,848
0.02% of portfolio
|
Q3 2024
Reduced 18.45%
|
|