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 1,782 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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
64
shares
|
$20,853
0.01% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
64
shares
|
$20,853
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
63
shares
|
$20,527
0.0% of portfolio
|
Q3 2025
Reduced 74.7%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
62
shares
|
$20,201
0.01% of portfolio
|
Q2 2022
Reduced 43.12%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
62
shares
|
$20,201
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
61
shares
|
$19,875
0.0% of portfolio
|
Q2 2025
Added 510.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
61
shares
|
$19,875
0.0% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
61
shares
|
$19,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
57
shares
|
$18,572
0.0% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
57
shares
|
$18,572
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
56
shares
|
$18,246
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
56
shares
|
$18,246
0.0% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
56
shares
|
$18,246
0.01% of portfolio
|
Q3 2025
Reduced 29.11%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
56
shares
|
$18,246
0.01% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
55
shares
|
$17,920
0.0% of portfolio
|
Q2 2023
Added 266.67%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
54
shares
|
$17,594
0.0% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
54
shares
|
$17,594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
54
shares
|
$17,594
0.0% of portfolio
|
Q1 2024
Reduced 35.71%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
53
shares
|
$17,268
0.01% of portfolio
|
Q3 2025
Reduced 51.38%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
52
shares
|
$16,943
0.0% of portfolio
|
Q4 2024
Added 477.78%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
51
shares
|
$16,617
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
51
shares
|
$16,617
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
50
shares
|
$16,291
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$16,291
0.01% of portfolio
|
Q4 2022
Reduced 5.66%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
50
shares
|
$16,291
0.01% of portfolio
|
Q2 2024
New holding
|
|