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 1,792 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
19
shares
|
$6,190
0.0% of portfolio
|
Q4 2025
Added 58.33%
|
|
|
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%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
16
shares
|
$5,213
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
16
shares
|
$5,213
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Alphadyne Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
16
shares
|
$5,213
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
16
shares
|
$5,213
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
16
shares
|
$5,213
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
15
shares
|
$4,887
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
15
shares
|
$4,887
0.0% of portfolio
|
Q2 2023
Reduced 40.0%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
14
shares
|
$4,561
0.0% of portfolio
|
Q2 2025
Reduced 96.17%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
14
shares
|
$4,561
0.0% of portfolio
|
Q2 2025
Reduced 73.58%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
14
shares
|
$4,561
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
13
shares
|
$4,235
0.0% of portfolio
|
Q3 2025
Added 550.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
13
shares
|
$4,235
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
13
shares
|
$4,235
0.0% of portfolio
|
Q3 2025
Reduced 55.17%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
13
shares
|
$4,235
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|