Elevance Health, Inc.

ELV

Exchange: NYSE
Industry: Hospital & Medical Service Plans
SEC CIK: 0001156039

SEC filings (opens in a new tab)

In the last 90 days, Elevance Health, Inc. insiders filed 2 open-market purchases and 0 sales; 1,614 institutions reported holding it in 13F filings for Q2 2026, worth $76.8B in total; superinvestors Harris Associates (Oakmark) and Baupost Group hold it.

13F holders, Q2 2025

Institutional positions in Elevance Health, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 1,596; −45 vs. Q1 2025
Shares held: 205.2M; +1.53M (+0.8%) vs. Q1 2025
Total value: $79.7B; −$8.80B (−9.9%) vs. Q1 2025
New holders: 143; 600 more added
Sold out: 188; 605 more reduced

26 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ELV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 1,596 institutions

Value heldQ2 2025: $79.7B

Institutions holding ELV and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,614	$76.8B
Q1 2026	1,473	$57.1B
Q4 2025	1,557	$71.0B
Q3 2025	1,512	$63.3B
Q2 2025	1,596	$79.7B
Q1 2025	1,667	$88.6B
Q4 2024	1,609	$76.5B
Q3 2024	1,703	$107.2B
Q2 2024	1,713	$112.7B
Q1 2024	1,673	$107.7B
Q4 2023	1,660	$98.1B
Q3 2023	1,531	$90.8B
Q2 2023	1,529	$93.1B
Q1 2023	1,521	$96.9B
Q4 2022	1,551	$108.8B
Q3 2022	1,449	$97.0B
Q2 2022	1,444	$103.2B
Q1 2022	1,424	$105.7B
Q4 2021	1,375	$99.3B
Q3 2021	1,221	$80.6B
Q2 2021	1,239	$82.8B
Q1 2021	1,215	$78.2B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2025.

Institutions holding ELV in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
ZRC Wealth Management, LLC	0	$9	0.00%	0	Unchanged
Rakuten Securities, Inc.	1	$389	0.00%	−25−96.2%	Reduced
Chilton Capital Management LLC	1	$389	0.00%	+1	New
Signature Resources Capital Management, LLC	1	$389	0.00%	+1	New
LGT Financial Advisors LLC	1	$391	0.00%	+1	New
Proathlete Wealth Management LLC	2	$777	0.00%	+2	New
Legacy Wealth Managment, LLC	2	$778	0.00%	−18−90.0%	Reduced
S&T Bank	2	$778	0.00%	+2	New
Financial Gravity Companies, Inc.	2	$778	0.00%	+2	New
GPS Wealth Strategies Group, LLC	2	$778	0.00%	+2	New
Legacy Investment Solutions, LLC	2	$778	0.00%	+2	New
Beacon Capital Management, LLC	2	$790	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	2	$818	0.00%	−5−71.4%	Reduced
Picton Mahoney Asset Management	2	$1.00K	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	3	$1.17K	0.00%	00.0%	Unchanged
Peterson Wealth Services	3	$1.17K	0.00%	+3	New
Glen Eagle Advisors, LLC	4	$1.56K	0.00%	−3−42.9%	Reduced
Bellwether Advisors, LLC	4	$1.56K	0.00%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	4	$1.56K	0.00%	00.0%	Unchanged
Evelyn Partners Asset Management Ltd	4	$1.56K	0.00%	00.0%	Unchanged
PayPay Securities Corp	4	$1.56K	0.08%	+1+33.3%	Added
American Capital Advisory, LLC	4	$1.56K	0.00%	+2+100.0%	Added
Valued Wealth Advisors LLC	4	$1.58K	0.00%	−5−55.6%	Reduced
Evolution Wealth Management Inc.	4	$1.70K	0.00%	+4	New
Sierra Ocean, LLC	5	$1.95K	0.00%	−35−87.5%	Reduced
JNBA Financial Advisors	5	$1.95K	0.00%	00.0%	Unchanged
Raelipskie Partnership	5	$1.95K	0.00%	00.0%	Unchanged
Quaker Wealth Management, LLC	5	$1.95K	0.00%	+5	New
DecisionPoint Financial, LLC	5	$1.98K	0.00%	+5	New
Harvest Fund Management Co., Ltd	4	$2.00K	0.00%	−1,326−99.7%	Reduced
Frazier Financial Advisors, LLC	5	$2.00K	0.00%	00.0%	Unchanged
NVWM, LLC	6	$2.33K	0.00%	−4−40.0%	Reduced
Country Trust Bank	6	$2.33K	0.00%	00.0%	Unchanged
New Millennium Group LLC	6	$2.43K	0.00%	−3−33.3%	Reduced
Hughes Financial Services, LLC	9	$2.49K	0.00%	−6−40.0%	Reduced
Caldwell Sutter Capital, Inc.	7	$2.72K	0.00%	00.0%	Unchanged
Hoey Investments, Inc	7	$2.72K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	7	$2.72K	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	8	$3.11K	0.00%	00.0%	Unchanged
IMG Wealth Management, Inc.	8	$3.11K	0.00%	+8	New
TFC Financial Management	8	$3.11K	0.00%	00.0%	Unchanged
Brown, Lisle/Cummings, Inc.	8	$3.23K	0.00%	00.0%	Unchanged
South Plains Financial, Inc.	9	$3.50K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	9	$3.50K	0.00%	00.0%	Unchanged
Binnacle Investments Inc	9	$3.50K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	9	$3.50K	0.00%	+2+28.6%	Added
Wolff Wiese Magana LLC	10	$3.89K	0.00%	−5−33.3%	Reduced
WestEnd Advisors, LLC	10	$3.89K	0.00%	+1+11.1%	Added
Wealth Preservation Advisors, LLC	10	$3.89K	0.00%	+2+25.0%	Added
Dogwood Wealth Management LLC	12	$4.19K	0.00%	+8+200.0%	Added
Highline Wealth Partners LLC	11	$4.30K	0.00%	−13−54.2%	Reduced
Clark Wealth Partners	12	$4.67K	0.00%	00.0%	Unchanged
Pineridge Advisors LLC	12	$4.67K	0.00%	+3+33.3%	Added
CoreFirst Bank & Trust	12	$4.67K	0.00%	+12	New
Dunhill Financial, LLC	12	$4.82K	0.00%	−10−45.5%	Reduced
Hazlett, Burt & Watson, Inc.	13	$5.00K	0.00%	+5+62.5%	Added
FSA Wealth Management LLC	13	$5.06K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	13	$5.06K	0.00%	00.0%	Unchanged
Catherine Avery Investment Management LLC	13	$5.06K	0.00%	00.0%	Unchanged
PFS Partners, LLC	13	$5.06K	0.00%	+13	New
Headlands Technologies LLC	14	$5.45K	0.00%	−2,820−99.5%	Reduced
Hollencrest Capital Management	14	$5.45K	0.00%	−352−96.2%	Reduced
Morton Brown Family Wealth, LLC	14	$5.45K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	14	$5.45K	0.00%	+6+75.0%	Added
Cherry Tree Wealth Management, LLC	14	$5.45K	0.00%	−39−73.6%	Reduced
Maseco LLP	15	$5.93K	0.00%	+15	New
Cornerstone Planning Group LLC	22	$6.08K	0.00%	−5−18.5%	Reduced
Mark Sheptoff Financial Planning, LLC	16	$6.22K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	16	$6.22K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	16	$6.22K	0.00%	00.0%	Unchanged
Motco	23	$6.51K	0.00%	−99−81.1%	Reduced
Penserra Capital Management LLC	18	$7.00K	0.00%	−1,117−98.4%	Reduced
Lummis Asset Management, LP	18	$7.00K	0.00%	00.0%	Unchanged
Aventura Private Wealth, LLC	18	$7.00K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	19	$7.39K	0.00%	+18+1,800.0%	Added
Essential Partners LLC	19	$7.39K	0.00%	+19	New
UMA Financial Services, Inc.	19	$7.39K	0.00%	−3−13.6%	Reduced
Compass Planning Associates Inc	19	$7.46K	0.01%	00.0%	Unchanged
Redwood Park Advisors LLC	20	$7.82K	0.01%	00.0%	Unchanged
Kilter Group LLC	21	$8.17K	0.00%	+21	New
First United Bank Trust	22	$8.56K	0.00%	00.0%	Unchanged
CNB Bank	22	$8.56K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	22	$8.56K	0.00%	−3−12.0%	Reduced
True Wealth Design, LLC	22	$8.65K	0.00%	−1−4.3%	Reduced
Orion Capital Management LLC	23	$8.95K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	23	$8.95K	0.00%	+18+360.0%	Added
Whipplewood Advisors, LLC	24	$9.34K	0.01%	+13+118.2%	Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	25	$9.72K	0.00%	−25−50.0%	Reduced
Sachetta, LLC	26	$10.1K	0.00%	−5−16.1%	Reduced
Northwest Capital Management Inc	26	$10.1K	0.01%	00.0%	Unchanged
Sunbelt Securities, Inc.	29	$10.7K	0.00%	+29	New
Clal Insurance Enterprises Holdings Ltd	27	$11.0K	0.00%	−2−6.9%	Reduced
Tompkins Financial Corp	29	$11.3K	0.00%	−50−63.3%	Reduced
Nemes Rush Group LLC	29	$11.3K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	30	$11.7K	0.01%	00.0%	Unchanged
Twin Peaks Wealth Advisors, LLC	41	$12.0K	0.00%	+41	New
GFG Capital, LLC	31	$12.1K	0.00%	+31	New
Proffitt & Goodson Inc	31	$12.1K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	31	$12.1K	0.00%	00.0%	Unchanged
Gleason Group, Inc.	31	$12.2K	0.00%	00.0%	Unchanged