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 |
|---|---|---|---|---|---|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
276
shares
|
$89,929
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
272
shares
|
$88,625
0.02% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
272
shares
|
$88,625
0.0% of portfolio
|
Q3 2025
Reduced 36.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
272
shares
|
$88,625
0.0% of portfolio
|
Q3 2025
Reduced 18.81%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
271
shares
|
$88,299
0.01% of portfolio
|
Q3 2025
Reduced 20.53%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
270
shares
|
$87,974
0.0% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
269
shares
|
$87,648
0.1% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
269
shares
|
$87,648
0.01% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
267
shares
|
$86,996
0.01% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
264
shares
|
$86,019
0.01% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
263
shares
|
$85,693
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
258
shares
|
$84,064
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
257
shares
|
$83,738
0.0% of portfolio
|
Q3 2019
Reduced 17.89%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
257
shares
|
$83,738
0.13% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
253
shares
|
$82,434
0.02% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
252
shares
|
$82,109
0.01% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
251
shares
|
$81,783
0.01% of portfolio
|
Q3 2025
Added 21.84%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
250
shares
|
$81,457
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
250
shares
|
$81,457
0.02% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
241
shares
|
$78,525
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
241
shares
|
$78,525
0.03% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
236
shares
|
$76,895
0.04% of portfolio
|
Q2 2024
Reduced 32.57%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
232
shares
|
$75,592
0.03% of portfolio
|
Q3 2025
Reduced 26.81%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
232
shares
|
$75,592
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
230
shares
|
$74,940
0.01% of portfolio
|
Q3 2025
Reduced 26.28%
|
|