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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 5,267 | $2.05M | 0.08% | −1,492−22.1% | Reduced |
| Lido Advisors, LLC | 5,267 | $2.05M | 0.01% | +113+2.2% | Added |
| KCM Investment Advisors LLC | 5,351 | $2.08M | 0.07% | −142−2.6% | Reduced |
| Johnson Investment Counsel Inc | 5,376 | $2.09M | 0.02% | −235−4.2% | Reduced |
| HF Advisory Group, LLC | 5,384 | $2.09M | 0.83% | −441−7.6% | Reduced |
| Versor Investments LP | 5,397 | $2.10M | 0.37% | +2,898+116.0% | Added |
| Prospera Financial Services Inc | 5,412 | $2.11M | 0.04% | +4,168+335.0% | Added |
| Legato Capital Management LLC | 5,433 | $2.11M | 0.25% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 5,470 | $2.13M | 0.16% | −75−1.4% | Reduced |
| Wetherby Asset Management Inc | 5,505 | $2.14M | 0.10% | +5,505 | New |
| Coldstream Capital Management Inc | 5,507 | $2.14M | 0.04% | +714+14.9% | Added |
| Oppenheimer & Co Inc | 5,522 | $2.15M | 0.03% | −222−3.9% | Reduced |
| Stonebridge Capital Advisors LLC | 5,537 | $2.15M | 0.16% | +933+20.3% | Added |
| Ami Investment Management Inc | 5,558 | $2.16M | 0.56% | +272+5.1% | Added |
| Simplicity Wealth,LLC | 5,566 | $2.16M | 0.09% | +2,144+62.7% | Added |
| Prana Capital Management, LP | 5,744 | $2.23M | 0.08% | +2,183+61.3% | Added |
| Lecap Asset Management Ltd | 5,831 | $2.27M | 0.80% | +3,684+171.6% | Added |
| BLI - Banque de Luxembourg Investments | 6,000 | $2.29M | 0.07% | +6,000 | New |
| Fort Washington Investment Advisors Inc | 5,884 | $2.29M | 0.01% | +458+8.4% | Added |
| Vise Technologies, Inc. | 5,895 | $2.29M | 0.09% | +5,895 | New |
| Warren Averett Asset Management, LLC | 5,931 | $2.31M | 0.03% | −298−4.8% | Reduced |
| Greenleaf Trust | 5,960 | $2.32M | 0.02% | −906−13.2% | Reduced |
| Greenup Street Wealth Management LLC | 5,960 | $2.32M | 0.40% | +161+2.8% | Added |
| GLOBALT Investments LLC | 5,983 | $2.33M | 0.09% | −323−5.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 6,002 | $2.33M | 0.43% | −10.0% | Reduced |
| Coastline Trust Co | 6,129 | $2.38M | 0.27% | 00.0% | Unchanged |
| Paralel Advisors LLC | 6,143 | $2.39M | 0.10% | +1,300+26.8% | Added |
| Lester Murray Antman dba SimplyRich | 6,161 | $2.40M | 0.67% | −180−2.8% | Reduced |
| Burney Co | 6,173 | $2.40M | 0.08% | −346−5.3% | Reduced |
| Strategy Asset Managers LLC | 6,232 | $2.42M | 0.45% | +374+6.4% | Added |
| Blair William & Co | 6,260 | $2.43M | 0.01% | +180+3.0% | Added |
| Cresset Asset Management, LLC | 6,261 | $2.44M | 0.01% | −2,475−28.3% | Reduced |
| Old National Bancorp | 6,267 | $2.44M | 0.04% | +1,939+44.8% | Added |
| Tower Research Capital LLC (TRC) | 6,278 | $2.44M | 0.07% | −4,609−42.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 6,285 | $2.44M | 0.04% | −24,345−79.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,325 | $2.46M | 0.17% | −439−6.5% | Reduced |
| Horizon Investments, LLC | 6,336 | $2.46M | 0.04% | +2,315+57.6% | Added |
| AIA Group Ltd | 6,470 | $2.52M | 0.05% | −3,219−33.2% | Reduced |
| Vontobel Holding Ltd. | 6,480 | $2.52M | 0.01% | −732−10.1% | Reduced |
| TD Waterhouse Canada Inc. | 5,652 | $2.52M | 0.02% | −15,642−73.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,492 | $2.53M | 0.29% | +709+12.3% | Added |
| Pacific Capital Partners Ltd | 6,500 | $2.53M | 2.37% | −6,000−48.0% | Reduced |
| Maia Wealth LLC | 6,571 | $2.56M | 0.49% | −194−2.9% | Reduced |
| Vinva Investment Management Ltd | 6,778 | $2.59M | 0.07% | −4,655−40.7% | Reduced |
| Edmp, Inc. | 6,785 | $2.64M | 2.25% | −161−2.3% | Reduced |
| Tiaa Trust, National Association | 6,796 | $2.64M | 0.01% | −713−9.5% | Reduced |
| Round Rock Advisors, LLC | 6,806 | $2.65M | 0.46% | −9−0.1% | Reduced |
| Earnest Partners LLC | 6,873 | $2.67M | 0.01% | +225+3.4% | Added |
| Anchor Investment Management, LLC | 6,878 | $2.68M | 0.23% | +388+6.0% | Added |
| Sequoia Financial Advisors, LLC | 6,880 | $2.68M | 0.02% | +163+2.4% | Added |
| Bull Street Advisors, LLC | 6,901 | $2.68M | 1.29% | 00.0% | Unchanged |
| Hancock Whitney Corp | 6,905 | $2.69M | 0.05% | +4,920+247.9% | Added |
| Community Bank, N.A. | 6,917 | $2.69M | 0.35% | +491+7.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,933 | $2.69M | 0.02% | −2,720−28.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,986 | $2.72M | 0.10% | +470+7.2% | Added |
| RDA Financial Network | 7,024 | $2.73M | 0.74% | +558+8.6% | Added |
| Resources Investment Advisors, LLC. | 7,027 | $2.73M | 0.03% | −641−8.4% | Reduced |
| CWM, LLC | 7,126 | $2.77M | 0.01% | −6,616−48.1% | Reduced |
| Toth Financial Advisory Corp | 7,150 | $2.78M | 0.32% | +2,194+44.3% | Added |
| Family Legacy, Inc. | 7,159 | $2.78M | 0.91% | +202+2.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,208 | $2.80M | 0.04% | −169−2.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,245 | $2.82M | 0.22% | −175−2.4% | Reduced |
| Unison Advisors LLC | 7,328 | $2.85M | 0.32% | +28+0.4% | Added |
| Everence Capital Management Inc | 7,380 | $2.87M | 0.18% | −660−8.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 7,439 | $2.89M | 0.35% | +546+7.9% | Added |
| Kestra Private Wealth Services, LLC | 7,443 | $2.90M | 0.04% | +771+11.6% | Added |
| Fulcrum Asset Management LLP | 7,510 | $2.92M | 0.83% | +7,510 | New |
| Radnor Capital Management, LLC | 7,530 | $2.93M | 0.47% | −90−1.2% | Reduced |
| Tandem Capital Management Corp | 7,531 | $2.93M | 1.48% | −17−0.2% | Reduced |
| MAI Capital Management | 7,579 | $2.95M | 0.02% | −109−1.4% | Reduced |
| Synovus Financial Corp | 7,703 | $3.00M | 0.04% | −251−3.2% | Reduced |
| Chemistry Wealth Management LLC | 7,840 | $3.05M | 0.65% | +506+6.9% | Added |
| LMR Partners LLP | 7,887 | $3.07M | 0.05% | 00.0% | Unchanged |
| Arnhold LLC | 7,899 | $3.07M | 0.28% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7,931 | $3.08M | 0.04% | −473−5.6% | Reduced |
| Equitable Trust Co | 7,943 | $3.09M | 0.15% | +1,491+23.1% | Added |
| Group One Trading, L.P. | 7,979 | $3.10M | 0.10% | −38,793−82.9% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.11M | 0.66% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 8,034 | $3.12M | 0.10% | +817+11.3% | Added |
| BKD Wealth Advisors, LLC | 8,036 | $3.13M | 0.07% | +47+0.6% | Added |
| Peapack Gladstone Financial Corp | 8,043 | $3.13M | 0.04% | −275−3.3% | Reduced |
| Cary Street Partners Financial LLC | 8,194 | $3.19M | 0.09% | +157+2.0% | Added |
| New Age Alpha Advisors, LLC | 8,268 | $3.22M | 0.14% | −2,179−20.9% | Reduced |
| Banco Santander, S.A. | 8,289 | $3.22M | 0.03% | −28,233−77.3% | Reduced |
| Stanley-Laman Group, Ltd. | 8,302 | $3.23M | 0.48% | −653−7.3% | Reduced |
| Benedict Financial Advisors Inc | 8,365 | $3.25M | 0.74% | +86+1.0% | Added |
| Allen Capital Group, LLC | 8,368 | $3.25M | 0.34% | +639+8.3% | Added |
| Eagle Rock Investment Company, LLC | 8,558 | $3.33M | 0.53% | +355+4.3% | Added |
| Omers Administration Corp | 8,572 | $3.33M | 0.03% | −179,661−95.4% | Reduced |
| BDF-Gestion | 8,596 | $3.34M | 0.38% | −938−9.8% | Reduced |
| Groupama Asset Managment | 8,797 | $3.36M | 0.06% | +953+12.1% | Added |
| Park Avenue Securities LLC | 8,708 | $3.39M | 0.03% | −1,241−12.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,733 | $3.40M | 0.17% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,825 | $3.43M | 0.02% | −20,366−69.8% | Reduced |
| Bokf, NA | 8,882 | $3.45M | 0.06% | +772+9.5% | Added |
| Voya Financial Advisors, Inc. | 9,061 | $3.46M | 0.35% | −97−1.1% | Reduced |
| Mubadala Investment Co PJSC | 8,902 | $3.46M | 0.02% | +8,902 | New |
| Timber Creek Capital Management LLC | 12,618 | $3.49M | 0.89% | +2,453+24.1% | Added |
| Thompson Siegel & Walmsley LLC | 9,137 | $3.55M | 0.06% | +1,570+20.7% | Added |
| E. Ohman J:or Asset Management AB | 9,344 | $3.63M | 0.09% | −577−5.8% | Reduced |