ELV Elevance Health, Inc.

NYSE
$400.09

Elevance Health, Inc. (ELV) Institutional Ownership

What the institutions did with ELV last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
16
filed both this quarter and last
Managers holding
15
+0 on the quarter
Buyers
7
1 opened new
Sellers
5
1 sold out entirely
Buyer share
58.3%
of managers who traded it
Breadth
+16.7
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
ROCKLAND TRUST CO 69.1K 64.2%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 21.0K 19.5%
CX Institutional 6.3K 5.9%
Coastline Trust Co 5.2K 4.8%
Versant Capital Management, Inc 1.6K 1.4%
Miller Global Investments, LLC 1.4K 1.3%
FIRST FINANCIAL BANK - TRUST DIVISION 726 0.7%
MassMutual Private Wealth & Trust, FSB 679 0.6%
Heartwood Wealth Advisors LLC 643 0.6%
Roxbury Financial LLC 454 0.4%
EASTERN BANK 369 0.3%
General Partner, Inc. 75 0.1%
Polaris Financial Partners 58 0.1%
Noble Wealth Management PBC 48 0.0%
Planning Strategies Inc. 15 0.0%
GoalVest Advisory LLC 14 0.0%

Largest changes

Manager Action Previous Current Change
ROCKLAND TRUST CO Increased 68.5K 69.1K +663
CX Institutional Increased 6.0K 6.3K +309
Versant Capital Management, Inc Increased 1.3K 1.6K +218
MassMutual Private Wealth & Trust, FSB Reduced 823 679 -144
FIRST FINANCIAL BANK - TRUST DIVISION Reduced 828 726 -102
EASTERN BANK Increased 281 369 +88
Coastline Trust Co Reduced 5.2K 5.2K -69
Miller Global Investments, LLC Reduced 1.5K 1.4K -58
GoalVest Advisory LLC New 0 14 +14
TOMPKINS FINANCIAL CORP Sold Out 9 0 -9
Planning Strategies Inc. Increased 12 15 +3
Roxbury Financial LLC Increased 452 454 +2

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.