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 |
|---|---|---|---|---|---|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
11
shares
|
$3,584
0.0% of portfolio
|
Q2 2023
Added 37.5%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
10
shares
|
$3,258
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$3,258
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
9
shares
|
$2,932
0.0% of portfolio
|
Q4 2020
Reduced 60.87%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
9
shares
|
$2,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9
shares
|
$2,932
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
8
shares
|
$2,606
0.0% of portfolio
|
Q3 2025
Reduced 91.21%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
8
shares
|
$2,606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
8
shares
|
$2,606
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
8
shares
|
$2,606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
8
shares
|
$2,606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
8
shares
|
$2,606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7
shares
|
$2,280
0.0% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
7
shares
|
$2,280
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
7
shares
|
$2,280
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
7
shares
|
$2,280
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
7
shares
|
$2,280
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
6
shares
|
$1,954
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
6
shares
|
$1,954
0.0% of portfolio
|
Q3 2025
Reduced 79.31%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
5
shares
|
$1,629
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
5
shares
|
$1,629
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5
shares
|
$1,629
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
5
shares
|
$1,629
0.0% of portfolio
|
Q3 2025
Reduced 61.54%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
5
shares
|
$1,629
0.06% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
5
shares
|
$1,629
0.0% of portfolio
|
Q3 2025
Reduced 58.33%
|
|