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 |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
31
shares
|
$10,100
0.0% of portfolio
|
Q2 2023
Reduced 91.76%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
31
shares
|
$10,100
0.0% of portfolio
|
Q3 2025
Added 181.82%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
30
shares
|
$9,774
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
30
shares
|
$9,774
0.0% of portfolio
|
Q3 2021
Reduced 83.78%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
29
shares
|
$9,449
0.0% of portfolio
|
Q2 2023
Reduced 38.3%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
29
shares
|
$9,449
0.0% of portfolio
|
Q2 2025
Reduced 63.29%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
29
shares
|
$9,449
0.0% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
27
shares
|
$8,797
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
26
shares
|
$8,471
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
25
shares
|
$8,145
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
25
shares
|
$8,145
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
25
shares
|
$8,145
0.0% of portfolio
|
Q3 2025
Reduced 63.24%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
23
shares
|
$7,494
0.0% of portfolio
|
Q1 2025
Reduced 78.1%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
22
shares
|
$7,168
0.0% of portfolio
|
Q3 2024
Reduced 82.4%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
22
shares
|
$7,168
0.0% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
22
shares
|
$7,168
0.01% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
21
shares
|
$6,842
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
21
shares
|
$6,842
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
21
shares
|
$6,842
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
20
shares
|
$6,516
0.0% of portfolio
|
Q3 2025
Reduced 71.43%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
20
shares
|
$6,516
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
20
shares
|
$6,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
19
shares
|
$6,190
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
19
shares
|
$6,190
0.0% of portfolio
|
Q2 2025
Added 1800.0%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
18
shares
|
$5,864
0.0% of portfolio
|
Q2 2025
Reduced 98.41%
|
|