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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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
|
Oct 28, 2025 Q3 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%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
13
shares
|
$4,235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
13
shares
|
$4,235
0.0% of portfolio
|
Q3 2025
Added 1200.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
13
shares
|
$4,235
0.0% of portfolio
|
Q3 2025
Added 44.44%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
13
shares
|
$4,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
12
shares
|
$3,909
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
12
shares
|
$3,909
0.0% of portfolio
|
Q2 2024
Reduced 70.73%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
12
shares
|
$3,909
0.0% of portfolio
|
Q2 2025
New holding
|
|