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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
131
shares
|
$42,683
0.0% of portfolio
|
Q4 2025
Reduced 33.16%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
130
shares
|
$42,357
0.02% of portfolio
|
Q3 2023
Added 7.44%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
130
shares
|
$42,357
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
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 |
Jan 12, 2026 Q3 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
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
108
shares
|
$35,189
0.01% of portfolio
|
Q4 2025
Added 120.41%
|
|
|
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
|
|