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; 1,614 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 223 | $86.7K | 0.00% | +43+23.9% | Added |
| Montag A & Associates Inc | 233 | $90.7K | 0.00% | +11+5.0% | Added |
| Evolution Advisers, Inc. | 236 | $91.0K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 237 | $92.2K | 0.00% | +25+11.8% | Added |
| Atticus Wealth Management, LLC | 240 | $93.5K | 0.03% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 241 | $93.7K | 0.05% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 242 | $94.0K | 0.04% | +4+1.7% | Added |
| Main Street Group, LTD | 242 | $94.1K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 245 | $95.3K | 0.01% | −93−27.5% | Reduced |
| Capula Management Ltd | 249 | $96.9K | 0.00% | −75−23.1% | Reduced |
| West Oak Capital, LLC | 250 | $97.2K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $97.2K | 0.02% | −150−37.5% | Reduced |
| Trust Co | 252 | $98.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 257 | $100.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 259 | $100.7K | 0.01% | −7−2.6% | Reduced |
| Atlantic Trust, LLC | 263 | $102.3K | 0.02% | +91+52.9% | Added |
| Colonial Trust Advisors | 269 | $104.6K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 276 | $107.4K | 0.10% | +276 | New |
| Hantz Financial Services, Inc. | 277 | $108.0K | 0.00% | +149+116.4% | Added |
| Raleigh Capital Management Inc. | 278 | $108.1K | 0.05% | +55+24.7% | Added |
| Caldwell Trust Co | 280 | $108.9K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 282 | $109.7K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 289 | $112.5K | 0.00% | −173−37.4% | Reduced |
| MV Capital Management, Inc. | 291 | $113.2K | 0.01% | −9−3.0% | Reduced |
| Belmont Capital, LLC | 300 | $116.7K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 300 | $116.7K | 0.05% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 300 | $116.7K | 0.11% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 301 | $117.1K | 2.27% | +301 | New |
| Fortitude Family Office, LLC | 309 | $120.2K | 0.04% | +7+2.3% | Added |
| Washington Trust Advisors, Inc. | 312 | $121.4K | 0.01% | −15−4.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 317 | $123.3K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 319 | $124.1K | 0.00% | −2,211−87.4% | Reduced |
| Kozak & Associates, Inc. | 359 | $124.3K | 0.03% | +1+0.3% | Added |
| State of Wyoming | 327 | $127.2K | 0.02% | +327 | New |
| Bruce G. Allen Investments, LLC | 333 | $129.5K | 0.10% | −11−3.2% | Reduced |
| Rothschild Investment LLC | 335 | $130.3K | 0.01% | −402−54.5% | Reduced |
| Valley National Advisers Inc | 341 | $132.0K | 0.02% | −10−2.8% | Reduced |
| Harbor Investment Advisory, LLC | 340 | $132.2K | 0.01% | −9−2.6% | Reduced |
| Versant Capital Management, Inc | 349 | $135.7K | 0.02% | +224+179.2% | Added |
| Avalon Trust Co | 350 | $136.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 360 | $140.0K | 0.02% | −1−0.3% | Reduced |
| Opal Wealth Advisors, LLC | 360 | $140.0K | 0.04% | +307+579.2% | Added |
| International Assets Investment Management, LLC | 100,109 | $143.9K | 0.01% | +100,109 | New |
| Delta Asset Management LLC | 370 | $143.9K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 375 | $145.9K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 378 | $147.1K | 0.04% | −25−6.2% | Reduced |
| Hartford Financial Management Inc. | 380 | $147.8K | 0.04% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 380 | $147.8K | 0.15% | +380 | New |
| Arlington Trust Co LLC | 390 | $151.7K | 0.03% | −182−31.8% | Reduced |
| Smithfield Trust Co | 425 | $167.0K | 0.01% | 00.0% | Unchanged |
| Traub Capital Management LLC | 440 | $171.1K | 0.16% | +440 | New |
| Roxbury Financial LLC | 445 | $173.1K | 0.17% | −17−3.7% | Reduced |
| CoreCap Advisors, LLC | 466 | $181.3K | 0.01% | +122+35.5% | Added |
| Icon Wealth Advisors, LLC | 485 | $188.6K | 0.01% | −273−36.0% | Reduced |
| Covestor Ltd | 488 | $190.0K | 0.11% | −161−24.8% | Reduced |
| Briaud Financial Planning, Inc | 501 | $194.0K | 0.08% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 511 | $198.8K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 515 | $200.3K | 0.03% | −200−28.0% | Reduced |
| Demars Financial Group, LLC | 516 | $200.7K | 0.08% | −206,090−99.8% | Reduced |
| Aprio Wealth Management, LLC | 517 | $200.9K | 0.02% | +517 | New |
| Bahl & Gaynor Inc | 517 | $201.1K | 0.00% | +517 | New |
| Harbour Capital Advisors, LLC | 575 | $201.4K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 522 | $203.0K | 0.00% | −44−7.8% | Reduced |
| Stonegate Investment Group, LLC | 525 | $204.2K | 0.01% | +63+13.6% | Added |
| Hibernia Wealth Partners, LLC | 526 | $204.5K | 0.07% | +526 | New |
| Platform Technology Partners | 526 | $204.6K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 526 | $204.6K | 0.00% | −100−16.0% | Reduced |
| Thoroughbred Financial Services, LLC | 529 | $205.0K | 0.01% | −2,264−81.1% | Reduced |
| Tobam | 528 | $205.0K | 0.08% | +426+417.6% | Added |
| Crew Capital Management, Ltd. | 529 | $205.8K | 0.15% | −49−8.5% | Reduced |
| Kelly Financial Services LLC | 529 | $205.8K | 0.06% | −28−5.0% | Reduced |
| E&G Advisors, LP | 530 | $206.1K | 0.05% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 532 | $206.9K | 0.02% | −6,638−92.6% | Reduced |
| Allstate Corp | 532 | $206.9K | 0.01% | −7,157−93.1% | Reduced |
| Bridgewater Advisors Inc. | 720 | $207.9K | 0.02% | +148+25.9% | Added |
| Maxele Advisors, LLC | 535 | $208.1K | 0.18% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 535 | $208.1K | 0.05% | +535 | New |
| Sentinus, LLC | 537 | $208.9K | 0.05% | −22−3.9% | Reduced |
| LJI Wealth Management, LLC | 538 | $209.3K | 0.04% | −19−3.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 538 | $209.3K | 0.01% | +41+8.2% | Added |
| Howard Bailey Securities, LLC | 540 | $210.0K | 0.06% | −209−27.9% | Reduced |
| New England Capital Financial Advisors LLC | 541 | $210.3K | 0.10% | +2+0.4% | Added |
| Balentine LLC | 542 | $210.8K | 0.01% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 542 | $210.8K | 0.11% | 00.0% | Unchanged |
| Alteri Wealth LLC | 543 | $211.0K | 0.08% | +543 | New |
| eCIO, Inc. | 550 | $213.9K | 0.09% | −4−0.7% | Reduced |
| Quantum Financial Advisors, LLC | 551 | $214.2K | 0.03% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 551 | $214.5K | 0.02% | 00.0% | Unchanged |
| Ignite Planners, LLC | 775 | $214.7K | 0.04% | −4−0.5% | Reduced |
| Verity Asset Management, Inc. | 553 | $215.1K | 0.10% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 553 | $215.1K | 0.01% | +33+6.3% | Added |
| Consolidated Portfolio Review Corp | 553 | $215.1K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 555 | $215.9K | 0.02% | +555 | New |
| Brown Brothers Harriman & Co | 556 | $216.3K | 0.00% | +273+96.5% | Added |
| American Trust | 558 | $217.0K | 0.02% | −69−11.0% | Reduced |
| Rise Advisors, LLC | 558 | $217.1K | 0.09% | +10+1.8% | Added |
| Deseret Mutual Benefit Administrators | 559 | $217.4K | 0.10% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 560 | $217.8K | 0.06% | −3−0.5% | Reduced |
| Advisory Alpha, LLC | 564 | $219.7K | 0.01% | −280−33.2% | Reduced |
| Optas, LLC | 568 | $220.9K | 0.04% | −48−7.8% | Reduced |