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 1,779 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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4
shares
|
$1,303
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4
shares
|
$1,303
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
4
shares
|
$1,303
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4
shares
|
$1,303
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
4
shares
|
$1,303
0.0% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
4
shares
|
$1,303
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
4
shares
|
$1,303
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
3
shares
|
$977
0.0% of portfolio
|
Q3 2025
Reduced 62.5%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
3
shares
|
$977
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
3
shares
|
$977
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
2
shares
|
$651
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
2
shares
|
$651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2
shares
|
$651
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2
shares
|
$651
0.0% of portfolio
|
Q3 2025
Reduced 85.71%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
2
shares
|
$651
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2
shares
|
$651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
2
shares
|
$651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2
shares
|
$651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
2
shares
|
$651
0.0% of portfolio
|
Q2 2025
Reduced 90.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
2
shares
|
$651
0.0% of portfolio
|
Q2 2025
Reduced 90.0%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
2
shares
|
$651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1
shares
|
$325
0.0% of portfolio
|
Q3 2022
Reduced 80.0%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
1
shares
|
$325
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$325
0.0% of portfolio
|
Q3 2024
New holding
|
|