# ELEVANCE HEALTH INC FORMERLY (ELV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ELV/

- Reporting holders: 60
- Reported value: $97.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $26.9M | 69,130 | 1.0% | 13 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $18.2M | 46,767 | 2.7% | 5 |
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $8.2M | 21,000 | 1.5% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.6M | 11,826 | 0.0% | 16 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $3.3M | 8,497 | 0.7% | 32 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $2.5M | 6,398 | 0.2% | 32 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $2.3M | 5,923 | 0.7% | 16 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $2.0M | 5,173 | 0.2% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $2.0M | 5,075 | 0.1% | 12 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.9M | 4,979 | 0.1% | 32 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $1.9M | 4,972 | 0.8% | 8 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.7M | 4,480 | 0.0% | 32 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $1.7M | 4,382 | 0.2% | 32 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.5M | 3,961 | 0.1% | 32 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $1.4M | 3,549 | 0.1% | 18 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.4M | 3,409 | 0.0% | 20 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.4M | 3,357 | 0.0% | 14 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $1.3M | 3,275 | 0.1% | 19 |
| [Greenfield Savings Bank](https://holderbook.com/funds/1940406-greenfield-savings-bank/) | $1.1M | 2,937 | 0.4% | 18 |
| [Peoples Bank/KS](https://holderbook.com/funds/1998269-peoples-bank-ks/) | $1.1M | 2,932 | 1.1% | 13 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $944.4K | 2,429 | 0.1% | 4 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $783.2K | 2,014 | 0.0% | 32 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $720.5K | 1,853 | 0.0% | 12 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $630.3K | 1,621 | 0.0% | 7 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $626.0K | 1,610 | 0.6% | 20 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 60 | $97.8M |
| Q2 2026 | 1,618 | $84.2B |
| Q1 2026 | 1,469 | $58.1B |
| Q4 2025 | 1,565 | $72.6B |
| Q3 2025 | 1,522 | $65.7B |
| Q2 2025 | 1,604 | $81.1B |
| Q1 2025 | 1,670 | $90.2B |
| Q4 2024 | 1,613 | $77.8B |
| Q3 2024 | 1,706 | $109.7B |
| Q2 2024 | 1,722 | $115.4B |
| Q1 2024 | 1,679 | $113.1B |
| Q4 2023 | 1,666 | $102.1B |