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 $64.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
385
shares
|
$125,444
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
380
shares
|
$123,815
0.04% of portfolio
|
Q1 2022
Added 375.0%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
380
shares
|
$123,815
0.0% of portfolio
|
Q2 2025
Added 38.42%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
378
shares
|
$123,163
0.03% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
375
shares
|
$122,186
0.01% of portfolio
|
Q1 2024
Added 7.45%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
370
shares
|
$120,557
0.01% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
365
shares
|
$118,927
0.19% of portfolio
|
Q3 2022
Added 220.18%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
355
shares
|
$115,669
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
352
shares
|
$114,692
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
350
shares
|
$114,040
0.02% of portfolio
|
Q3 2025
Reduced 90.41%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
348
shares
|
$113,388
0.02% of portfolio
|
Q2 2024
Added 6.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
348
shares
|
$113,388
0.01% of portfolio
|
Q3 2025
Reduced 65.68%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
334
shares
|
$108,827
0.0% of portfolio
|
Q3 2025
Added 42.13%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Oct 17, 2025 Q3 2025 |
310
shares
|
$101,007
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
304
shares
|
$99,052
0.04% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
303
shares
|
$98,726
0.08% of portfolio
|
Q4 2023
Reduced 7.34%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
300
shares
|
$97,749
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
300
shares
|
$97,749
0.04% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
300
shares
|
$97,749
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
299
shares
|
$97,423
4.72% of portfolio
|
Q3 2024
Reduced 97.81%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
291
shares
|
$94,816
0.01% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
287
shares
|
$93,513
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
282
shares
|
$91,884
0.02% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
280
shares
|
$91,232
0.01% of portfolio
|
Q4 2019
Added 183.21%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
276
shares
|
$89,929
0.08% of portfolio
|
Q2 2025
New holding
|
|