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 |
|---|---|---|---|---|---|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
50
shares
|
$16,291
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
49
shares
|
$15,965
0.0% of portfolio
|
Q4 2022
Added 58.06%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
49
shares
|
$15,965
0.01% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
49
shares
|
$15,965
0.0% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
49
shares
|
$15,965
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
48
shares
|
$15,639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
47
shares
|
$15,314
0.01% of portfolio
|
Q3 2025
Reduced 34.72%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
46
shares
|
$14,988
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
45
shares
|
$14,662
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
45
shares
|
$14,662
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
45
shares
|
$14,662
0.01% of portfolio
|
Q2 2021
Reduced 4.26%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
43
shares
|
$14,010
0.01% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
41
shares
|
$13,359
0.01% of portfolio
|
Q4 2024
Reduced 14.58%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
40
shares
|
$13,033
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
39
shares
|
$12,707
0.0% of portfolio
|
Q1 2025
Reduced 22.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
39
shares
|
$12,707
0.0% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
39
shares
|
$12,707
0.0% of portfolio
|
Q3 2025
Added 77.27%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
38
shares
|
$12,381
0.01% of portfolio
|
Q1 2024
Reduced 83.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
37
shares
|
$12,055
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
37
shares
|
$12,055
0.0% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
36
shares
|
$11,729
0.0% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
34
shares
|
$11,078
0.0% of portfolio
|
Q3 2025
Reduced 22.73%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
32
shares
|
$10,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
31
shares
|
$10,100
0.0% of portfolio
|
Q2 2024
Reduced 24.39%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
31
shares
|
$10,100
0.0% of portfolio
|
Q3 2024
Reduced 6.06%
|
|