Elevance Health, Inc.
ELV- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0001156039
In the last 90 days, Elevance Health, Inc. insiders filed 2 open-market purchases and 0 sales; 1,615 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,615 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 3,539 | $1.38M | 0.02% | −91−2.5% | Reduced |
| Atlas Capital Advisors LLC | 3,541 | $1.38M | 0.17% | −123−3.4% | Reduced |
| TD Private Client Wealth LLC | 3,548 | $1.38M | 0.03% | −487−12.1% | Reduced |
| Perbak Capital Partners LLP | 3,549 | $1.38M | 0.31% | +3,549 | New |
| Castleview Partners, LLC | 3,558 | $1.38M | 0.89% | +390+12.3% | Added |
| Hardy Reed LLC | 3,576 | $1.39M | 0.11% | −2,285−39.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,588 | $1.40M | 0.00% | +1,267+54.6% | Added |
| Integrated Advisors Network LLC | 3,591 | $1.40M | 0.06% | +71+2.0% | Added |
| China Universal Asset Management Co., Ltd. | 3,600 | $1.40M | 0.13% | −703−16.3% | Reduced |
| Frank, Rimerman Advisors LLC | 3,600 | $1.40M | 0.09% | −41−1.1% | Reduced |
| Fundamentun, LLC | 3,608 | $1.40M | 0.06% | +1,009+38.8% | Added |
| Whalen Wealth Management Inc. | 3,618 | $1.41M | 0.88% | +2,554+240.0% | Added |
| Valeo Financial Advisors, LLC | 3,623 | $1.41M | 0.03% | −493−12.0% | Reduced |
| HighPoint Advisor Group LLC | 3,632 | $1.41M | 0.08% | +278+8.3% | Added |
| IMA Wealth, Inc. | 3,647 | $1.42M | 0.15% | +235+6.9% | Added |
| Ramirez Asset Management, Inc. | 3,649 | $1.42M | 0.21% | +3,238+787.8% | Added |
| Intellectus Partners, LLC | 3,661 | $1.42M | 0.31% | −199−5.2% | Reduced |
| DGS Capital Management, LLC | 3,676 | $1.43M | 0.30% | +943+34.5% | Added |
| Canada Post Corp Registered Pension Plan | 3,742 | $1.46M | 0.09% | +3,742 | New |
| Hutchinson Financial Advisors, INC | 3,746 | $1.46M | 1.63% | +3,746 | New |
| Chesley Taft & Associates LLC | 3,804 | $1.48M | 0.07% | +115+3.1% | Added |
| FRG Family Wealth Advisors LLC | 3,810 | $1.48M | 0.26% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,819 | $1.49M | 0.01% | +169+4.6% | Added |
| Alps Advisors Inc | 3,825 | $1.49M | 0.01% | −18−0.5% | Reduced |
| Professional Financial Advisors, LLC | 3,840 | $1.49M | 0.35% | +64+1.7% | Added |
| Smith, Moore & Co. | 3,924 | $1.53M | 0.13% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,925 | $1.53M | 0.06% | +27+0.7% | Added |
| Cornercap Investment Counsel Inc | 3,925 | $1.53M | 0.80% | −84−2.1% | Reduced |
| Global Retirement Partners, LLC | 3,933 | $1.53M | 0.04% | +3,933 | New |
| FSB Premier Wealth Management, Inc. | 3,933 | $1.53M | 0.55% | +531+15.6% | Added |
| Stock Yards Bank & Trust Co | 3,936 | $1.53M | 0.05% | −814−17.1% | Reduced |
| AMG National Trust Bank | 3,946 | $1.53M | 0.04% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,957 | $1.54M | 0.56% | +163+4.3% | Added |
| Hofer & Associates. Inc | 3,959 | $1.54M | 0.96% | −369−8.5% | Reduced |
| Copperleaf Capital, LLC | 3,962 | $1.54M | 0.78% | +90+2.3% | Added |
| Beacon Pointe Advisors, LLC | 3,965 | $1.54M | 0.02% | −844−17.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 3,997 | $1.55M | 0.19% | −281−6.6% | Reduced |
| Clear Harbor Asset Management, LLC | 3,999 | $1.56M | 0.12% | +27+0.7% | Added |
| PKO Investment Management Joint-Stock Co | 4,000 | $1.56M | 0.17% | +400+11.1% | Added |
| Wakefield Asset Management LLLP | 4,000 | $1.56M | 0.43% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,000 | $1.56M | 0.11% | +3,482+672.2% | Added |
| DSG Capital Advisors, LLC | 4,019 | $1.56M | 0.28% | +14+0.3% | Added |
| Power Wealth Management LLC | 4,037 | $1.57M | 0.60% | −35−0.9% | Reduced |
| Abc Arbitrage SA | 4,045 | $1.57M | 0.18% | +4,045 | New |
| Integrated Quantitative Investments LLC | 4,047 | $1.57M | 0.46% | +4,047 | New |
| Pensionfund Sabic | 4,050 | $1.57M | 0.45% | −300−6.9% | Reduced |
| Crux Wealth Advisors | 4,088 | $1.59M | 0.68% | +1,374+50.6% | Added |
| Allen Investment Management LLC | 4,098 | $1.59M | 0.02% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 4,115 | $1.60M | 0.01% | +4,115 | New |
| Tufton Capital Management | 4,124 | $1.60M | 0.30% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 4,160 | $1.62M | 0.43% | +465+12.6% | Added |
| Mount Yale Investment Advisors, LLC | 4,166 | $1.62M | 0.13% | −1,109−21.0% | Reduced |
| Syon Capital LLC | 4,168 | $1.62M | 0.11% | −10−0.2% | Reduced |
| Moody National Bank Trust Division | 4,171 | $1.62M | 0.15% | −382−8.4% | Reduced |
| Cetera Trust Company, N.A | 4,181 | $1.63M | 0.97% | +80+2.0% | Added |
| Granite Harbor Advisors, Inc. | 4,189 | $1.63M | 0.77% | −66−1.6% | Reduced |
| Retirement Guys Formula LLC | 4,204 | $1.64M | 0.62% | +37+0.9% | Added |
| Strategic Wealth Partners, Ltd. | 4,219 | $1.64M | 0.13% | +4,219 | New |
| Greenfield Savings Bank | 4,224 | $1.64M | 0.75% | −262−5.8% | Reduced |
| Channing Global Advisors, LLC | 4,243 | $1.65M | 1.06% | −6,069−58.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 4,244 | $1.65M | 0.37% | +412+10.8% | Added |
| Intrust Bank NA | 4,248 | $1.65M | 0.15% | +209+5.2% | Added |
| Meeder Advisory Services, Inc. | 4,301 | $1.67M | 0.09% | −313−6.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,305 | $1.67M | 0.30% | +314+7.9% | Added |
| First Manhattan Co | 4,327 | $1.68M | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 4,352 | $1.69M | 1.50% | +47+1.1% | Added |
| Bangor Savings Bank | 4,410 | $1.72M | 0.15% | −192−4.2% | Reduced |
| Clearbridge Investments, LLC | 4,494 | $1.75M | 0.00% | −223−4.7% | Reduced |
| Callan Family Office, LLC | 4,505 | $1.75M | 0.06% | +2,490+123.6% | Added |
| Bragg Financial Advisors, Inc | 4,531 | $1.76M | 0.06% | +13+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 4,559 | $1.77M | 0.02% | +48+1.1% | Added |
| Palouse Capital Management, Inc. | 4,615 | $1.80M | 1.18% | −56−1.2% | Reduced |
| Unique Wealth Strategies, LLC | 4,620 | $1.80M | 0.75% | +170+3.8% | Added |
| Fiduciary Alliance LLC | 4,640 | $1.80M | 0.13% | +20.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 4,654 | $1.81M | 1.73% | −39−0.8% | Reduced |
| EP Wealth Advisors, LLC | 4,667 | $1.82M | 0.01% | +1,159+33.0% | Added |
| Vista Investment Management | 4,673 | $1.82M | 0.67% | +28+0.6% | Added |
| Sit Investment Associates Inc | 4,675 | $1.82M | 0.04% | +4,675 | New |
| Summit Trail Advisors, LLC | 4,741 | $1.84M | 0.03% | +4,741 | New |
| Coastal Bridge Advisors, LLC | 4,764 | $1.85M | 0.15% | +4,764 | New |
| Oak Associates, Ltd | 4,833 | $1.88M | 0.12% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,857 | $1.89M | 0.01% | −612−11.2% | Reduced |
| RSM US Wealth Management LLC | 4,863 | $1.89M | 0.03% | +610+14.3% | Added |
| Vestor Capital, LLC | 3,064 | $1.89M | 0.18% | +718+30.6% | Added |
| Alpine Woods Capital Investors, LLC | 4,867 | $1.89M | 0.45% | −215−4.2% | Reduced |
| APG Asset Management US Inc. | 4,792 | $1.90M | 0.01% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 4,906 | $1.91M | 1.56% | +928+23.3% | Added |
| LMCG Investments, LLC | 4,915 | $1.91M | 0.12% | −2,057−29.5% | Reduced |
| Ninety One SA (PTY) Ltd | 4,936 | $1.92M | 0.32% | −28−0.6% | Reduced |
| Triglav Skladi, D.O.O. | 4,980 | $1.94M | 0.14% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 5,007 | $1.95M | 0.17% | +901+21.9% | Added |
| Keudell/Morrison Wealth Management | 5,013 | $1.95M | 0.43% | −82−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 5,015 | $1.95M | 0.02% | +294+6.2% | Added |
| Essex Financial Services, Inc. | 5,095 | $1.98M | 0.13% | −18−0.4% | Reduced |
| Savant Capital, LLC | 5,119 | $1.99M | 0.01% | −414−7.5% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 5,127 | $1.99M | 0.21% | +5,127 | New |
| Los Angeles Capital Management LLC | 5,156 | $2.01M | 0.01% | +4,022+354.7% | Added |
| Legacy Trust | 5,207 | $2.03M | 0.50% | +10+0.2% | Added |
| Plato Investment Management Ltd | 5,227 | $2.03M | 0.15% | +4+0.1% | Added |
| ISAM Funds (UK) Ltd | 5,262 | $2.05M | 0.45% | +2,972+129.8% | Added |