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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Unisphere Establishment | 18,300 | $7.12M | 0.06% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 18,470 | $7.18M | 2.04% | +1,261+7.3% | Added |
| Argent Trust Co | 18,480 | $7.19M | 0.27% | +2,361+14.6% | Added |
| Brinker Capital Investments, LLC | 18,526 | $7.21M | 0.06% | +107+0.6% | Added |
| Sector Gamma AS | 18,779 | $7.30M | 2.39% | −10,000−34.7% | Reduced |
| Fifth Third Bancorp | 18,936 | $7.37M | 0.03% | +2,329+14.0% | Added |
| Eversept Partners, LP | 18,962 | $7.38M | 0.74% | +3,264+20.8% | Added |
| Pacer Advisors, Inc. | 18,998 | $7.39M | 0.02% | +7,121+60.0% | Added |
| Callodine Capital Management, LP | 19,000 | $7.39M | 0.77% | +19,000 | New |
| Atria Investments LLC | 19,276 | $7.50M | 0.09% | +3,703+23.8% | Added |
| Moran Wealth Management, LLC | 19,432 | $7.56M | 0.23% | +19,432 | New |
| Oregon Public Employees Retirement Fund | 19,489 | $7.58M | 0.13% | −400−2.0% | Reduced |
| Avantax Advisory Services, Inc. | 19,752 | $7.68M | 0.04% | +1,694+9.4% | Added |
| NEOS Investment Management LLC | 19,870 | $7.73M | 0.10% | +6,183+45.2% | Added |
| Toroso Investments, LLC | 19,885 | $7.73M | 0.05% | +49+0.2% | Added |
| Archon Partners LLC | 20,000 | $7.78M | 0.90% | −30,000−60.0% | Reduced |
| Principal Securities, Inc. | 20,335 | $7.91M | 0.15% | +1,961+10.7% | Added |
| Kames Capital plc | 20,429 | $7.95M | 0.10% | −3,887−16.0% | Reduced |
| Boston Private Wealth LLC | 20,865 | $8.12M | 0.43% | −5,266−20.2% | Reduced |
| Verdence Capital Advisors LLC | 21,213 | $8.25M | 0.56% | +790+3.9% | Added |
| Fisher Funds Management LTD | 21,492 | $8.36M | 0.20% | −2,387−10.0% | Reduced |
| HB Wealth Management, LLC | 21,747 | $8.46M | 0.07% | +1,629+8.1% | Added |
| Cullen/Frost Bankers, Inc. | 21,845 | $8.50M | 0.11% | +854+4.1% | Added |
| Nixon Peabody Trust Co | 21,901 | $8.52M | 0.66% | +96+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 21,981 | $8.55M | 0.07% | +2,606+13.5% | Added |
| North Growth Management Ltd. | 22,000 | $8.64M | 1.62% | −6,000−21.4% | Reduced |
| ExodusPoint Capital Management, LP | 22,440 | $8.73M | 0.11% | +22,440 | New |
| Colony Group, LLC | 22,439 | $8.73M | 0.02% | −70.0% | Reduced |
| Generali Asset Management SPA SGR | 22,477 | $8.74M | 0.20% | −2,790−11.0% | Reduced |
| Liontrust Investment Partners LLP | 22,510 | $8.76M | 0.13% | −7,272−24.4% | Reduced |
| Mediolanum International Funds Ltd | 23,057 | $8.80M | 0.11% | +15,535+206.5% | Added |
| Allspring Global Investments Holdings, LLC | 22,301 | $8.83M | 0.01% | −12,958−36.8% | Reduced |
| Scotia Capital Inc. | 22,812 | $8.87M | 0.04% | +1,202+5.6% | Added |
| Punch & Associates Investment Management, Inc. | 23,163 | $9.01M | 0.55% | +930+4.2% | Added |
| ProVise Management Group, LLC | 23,524 | $9.15M | 0.72% | +3,277+16.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 23,547 | $9.16M | 0.22% | +22,745+2,836.0% | Added |
| Rafferty Asset Management, LLC | 23,882 | $9.29M | 0.03% | +2,409+11.2% | Added |
| Kingsview Wealth Management, LLC | 24,423 | $9.50M | 0.16% | −109−0.4% | Reduced |
| Creative Planning | 24,438 | $9.51M | 0.01% | −6,477−21.0% | Reduced |
| Balyasny Asset Management LLC | 24,806 | $9.65M | 0.02% | +3,569+16.8% | Added |
| 683 Capital Management, LLC | 25,000 | $9.72M | 0.99% | −2,000−7.4% | Reduced |
| Rheos Capital Works Inc. | 25,000 | $9.72M | 0.56% | 00.0% | Unchanged |
| M&T Bank Corp | 25,420 | $9.89M | 0.03% | −1,962−7.2% | Reduced |
| ASR Vermogensbeheer N.V. | 25,688 | $9.99M | 0.13% | −198−0.8% | Reduced |
| First Citizens Bank & Trust Co | 25,878 | $10.1M | 0.18% | +2,956+12.9% | Added |
| Unison Asset Management LLC | 25,921 | $10.1M | 5.08% | +354+1.4% | Added |
| Mutual of America Capital Management LLC | 25,960 | $10.1M | 0.11% | −1,070−4.0% | Reduced |
| Loomis Sayles & Co L P | 26,324 | $10.2M | 0.01% | +4,636+21.4% | Added |
| Ci Investments Inc. | 26,387 | $10.3M | 0.04% | +8,187+45.0% | Added |
| Spears Abacus Advisors LLC | 26,404 | $10.3M | 0.21% | +176+0.7% | Added |
| Firetrail Investments Pty Ltd | 26,560 | $10.3M | 2.69% | −744−2.7% | Reduced |
| Federated Hermes, Inc. | 26,602 | $10.3M | 0.02% | −1,872−6.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 26,803 | $10.4M | 0.59% | +650+2.5% | Added |
| Cna Financial Corp | 27,000 | $10.5M | 5.39% | +4,000+17.4% | Added |
| Cornerstone Advisors, LLC | 27,000 | $10.5M | 0.36% | +15,100+126.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 27,185 | $10.6M | 0.04% | −52−0.2% | Reduced |
| Channing Capital Management, LLC | 27,188 | $10.6M | 0.29% | +2,557+10.4% | Added |
| Banque Pictet & Cie SA | 27,254 | $10.6M | 0.11% | −249−0.9% | Reduced |
| Pensionmark Financial Group, LLC | 27,434 | $10.7M | 0.24% | +3,988+17.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,477 | $10.7M | 0.10% | +5,073+22.6% | Added |
| Impax Asset Management Group plc | 27,530 | $10.7M | 0.06% | −1,140−4.0% | Reduced |
| Intech Investment Management LLC | 27,790 | $10.8M | 0.10% | +3,047+12.3% | Added |
| Nissay Asset Management Corp | 28,291 | $11.0M | 0.06% | −555−1.9% | Reduced |
| Dana Investment Advisors, Inc. | 28,385 | $11.0M | 0.37% | +594+2.1% | Added |
| CIBC World Markets Corp | 28,450 | $11.1M | 0.07% | +475+1.7% | Added |
| Greatmark Investment Partners, Inc. | 28,650 | $11.1M | 1.40% | +2,568+9.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,968 | $11.3M | 0.03% | −4,336−13.0% | Reduced |
| Gabelli Funds LLC | 29,000 | $11.3M | 0.08% | −1,000−3.3% | Reduced |
| Elo Mutual Pension Insurance Co | 29,196 | $11.4M | 0.23% | −1,576−5.1% | Reduced |
| Investment Management Corp of Ontario | 29,386 | $11.4M | 0.17% | +10,875+58.7% | Added |
| Public Employees Retirement Association of Colorado | 29,450 | $11.5M | 0.04% | −317−1.1% | Reduced |
| Engineers Gate Manager LP | 29,532 | $11.5M | 0.14% | +13,650+85.9% | Added |
| Bank of Nova Scotia | 29,678 | $11.5M | 0.02% | −8,312−21.9% | Reduced |
| ING Groep NV | 29,729 | $11.6M | 0.07% | +115+0.4% | Added |
| Advisors Asset Management, Inc. | 30,402 | $11.8M | 0.21% | +6,603+27.7% | Added |
| O'Shaughnessy Asset Management, LLC | 30,568 | $11.9M | 0.08% | −1,550−4.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 34,319 | $11.9M | 0.32% | +465+1.4% | Added |
| Grafton Street Partners Fund, LP | 31,215 | $12.1M | 7.67% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31,360 | $12.2M | 0.30% | +7,098+29.3% | Added |
| Smith, Salley & Associates | 31,626 | $12.3M | 0.71% | +977+3.2% | Added |
| Prudential PLC | 32,010 | $12.5M | 0.08% | −4,795−13.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,056 | $12.5M | 0.11% | +2,001+6.7% | Added |
| GCM Grosvenor Holdings, LLC | 32,163 | $12.5M | 1.79% | −3,030−8.6% | Reduced |
| Trillium Asset Management, LLC | 32,344 | $12.6M | 0.34% | −679−2.1% | Reduced |
| Washington Trust Bank | 32,507 | $12.6M | 1.06% | +1,569+5.1% | Added |
| Pathstone Holdings, LLC | 33,316 | $13.0M | 0.05% | −1,161−3.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 33,536 | $13.0M | 0.60% | +5,500+19.6% | Added |
| J. Safra Sarasin Holding AG | 33,564 | $13.1M | 0.23% | +13,804+69.9% | Added |
| Summit Street Capital Management, LLC | 33,910 | $13.2M | 2.18% | −6,663−16.4% | Reduced |
| Eagle Global Advisors LLC | 34,012 | $13.2M | 0.54% | −19,236−36.1% | Reduced |
| Vestcor Inc | 34,174 | $13.3M | 0.40% | +20,400+148.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 34,356 | $13.4M | 0.12% | +464+1.4% | Added |
| New York Life Investment Management LLC | 34,490 | $13.4M | 0.13% | −602−1.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 34,606 | $13.5M | 2.50% | +800+2.4% | Added |
| Modera Wealth Management, LLC | 34,999 | $13.6M | 0.17% | +11,220+47.2% | Added |
| Varma Mutual Pension Insurance Co | 35,182 | $13.7M | 0.10% | +1,800+5.4% | Added |
| Hyperion Capital Advisors LP | 35,214 | $13.7M | 8.59% | +9,000+34.3% | Added |
| Brevan Howard Capital Management LP | 35,471 | $13.8M | 0.15% | +35,471 | New |
| Yousif Capital Management, LLC | 35,482 | $13.8M | 0.15% | −3,965−10.1% | Reduced |
| British Columbia Investment Management Corp | 35,625 | $13.9M | 0.08% | −8,728−19.7% | Reduced |