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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
150
shares
|
$48,874
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
150
shares
|
$48,874
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
140
shares
|
$45,616
0.04% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
137
shares
|
$44,638
0.01% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
135
shares
|
$43,987
0.0% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
135
shares
|
$43,987
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
132
shares
|
$43,009
0.0% of portfolio
|
Q3 2025
Reduced 44.3%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
132
shares
|
$43,009
0.01% of portfolio
|
Q3 2025
Reduced 45.45%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
130
shares
|
$42,357
0.02% of portfolio
|
Q3 2023
Added 7.44%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
122
shares
|
$39,751
0.01% of portfolio
|
Q3 2025
Reduced 79.8%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
121
shares
|
$39,425
0.03% of portfolio
|
Q3 2025
Reduced 95.97%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
117
shares
|
$38,122
0.01% of portfolio
|
Q3 2025
Added 431.82%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
115
shares
|
$37,470
0.01% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
110
shares
|
$35,841
0.02% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
110
shares
|
$35,841
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
105
shares
|
$34,212
0.0% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
105
shares
|
$34,212
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
104
shares
|
$33,886
0.0% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
102
shares
|
$33,234
0.02% of portfolio
|
Q3 2025
Reduced 69.37%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
100
shares
|
$32,583
0.0% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$32,583
0.0% of portfolio
|
Q3 2025
Added 334.78%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
100
shares
|
$32,583
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
100
shares
|
$32,583
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
99
shares
|
$32,257
0.01% of portfolio
|
Q3 2022
Added 5.32%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
96
shares
|
$31,279
0.0% of portfolio
|
Q4 2024
Reduced 39.62%
|
|