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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 569 | $221.3K | 0.02% | +55+10.7% | Added |
| CWA Asset Management Group, LLC | 570 | $221.7K | 0.01% | −118−17.2% | Reduced |
| Formidable Asset Management, LLC | 510 | $221.7K | 0.04% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 574 | $223.3K | 0.03% | −2−0.3% | Reduced |
| Old Mission Investment Co LLC | 575 | $223.7K | 0.06% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 575 | $223.8K | 0.06% | −12−2.0% | Reduced |
| Royal Fund Management, LLC | 578 | $224.8K | 0.02% | +578 | New |
| Capital Analysts, LLC | 578 | $225.0K | 0.01% | +1+0.2% | Added |
| Florida Financial Advisors, LLC | 580 | $225.4K | 0.07% | −164−22.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 589 | $229.1K | 0.01% | +60+11.3% | Added |
| Apollon Financial, LLC | 591 | $230.0K | 0.05% | +1+0.2% | Added |
| Evercore Wealth Management, LLC | 596 | $231.8K | 0.00% | 00.0% | Unchanged |
| Diametric Capital, LP | 598 | $232.6K | 0.12% | +598 | New |
| Arete Wealth Advisors, LLC | 598 | $233.0K | 0.02% | −564−48.5% | Reduced |
| MBB Public Markets I LLC | 600 | $233.4K | 0.03% | −136−18.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 600 | $233.4K | 0.04% | 00.0% | Unchanged |
| Pecaut & Co. | 600 | $233.4K | 0.08% | 00.0% | Unchanged |
| Curat Global, LLC | 600 | $233.4K | 0.22% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 600 | $233.6K | 0.01% | −2,988−83.3% | Reduced |
| Court Place Advisors, LLC | 601 | $233.8K | 0.07% | −16−2.6% | Reduced |
| Parsonex Advisory Services, Inc. | 603 | $234.5K | 0.20% | +603 | New |
| Zions Bancorporation, National Association | 604 | $234.9K | 0.01% | +303+100.7% | Added |
| Consolidated Planning Corp | 604 | $234.9K | 0.03% | +604 | New |
| Concord Wealth Partners | 604 | $235.1K | 0.03% | +199+49.1% | Added |
| Concord Asset Management, LLC | 604 | $235.1K | 0.04% | +604 | New |
| Flagship Harbor Advisors, LLC | 606 | $235.8K | 0.01% | −107−15.0% | Reduced |
| Trust Investment Advisors | 609 | $236.9K | 0.14% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 609 | $236.9K | 0.09% | +609 | New |
| Onefund, LLC | 610 | $237.0K | 0.17% | −3−0.5% | Reduced |
| Alpha Family Trust | 615 | $239.2K | 0.12% | +615 | New |
| Transamerica Financial Advisors, Inc. | 616 | $239.4K | 0.02% | +188+43.9% | Added |
| Evoke Wealth, LLC | 618 | $240.3K | 0.01% | −163−20.9% | Reduced |
| First National Bank | 618 | $240.4K | 0.14% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 618 | $240.4K | 0.00% | +618 | New |
| Polymer Capital Management (US) LLC | 618 | $240.4K | 0.04% | +618 | New |
| Kovack Advisors, Inc. | 618 | $240.5K | 0.02% | −4−0.6% | Reduced |
| Indiana Trust & Investment Management CO | 619 | $240.8K | 0.08% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 694 | $241.4K | 0.09% | +158+29.5% | Added |
| CVA Family Office, LLC | 621 | $241.5K | 0.03% | +59+10.5% | Added |
| Fountainhead AM, LLC | 621 | $241.6K | 0.04% | +621 | New |
| Bradley Foster & Sargent Inc | 622 | $241.9K | 0.00% | +87+16.3% | Added |
| Prestige Wealth Management Group LLC | 622 | $242.0K | 0.05% | +39+6.7% | Added |
| Fort Point Capital Partners LLC | 624 | $242.7K | 0.02% | −116−15.7% | Reduced |
| Washington Capital Management Inc | 625 | $243.1K | 0.18% | 00.0% | Unchanged |
| Fire Capital Management LLC | 625 | $243.1K | 0.15% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 627 | $243.9K | 0.02% | −48−7.1% | Reduced |
| Addison Capital Co | 628 | $244.3K | 0.08% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 707 | $244.6K | 0.04% | +33+4.9% | Added |
| Paradigm Financial Partners, LLC | 629 | $244.7K | 0.03% | +72+12.9% | Added |
| Vantage Financial Partners, LLC | 636 | $247.4K | 0.06% | +3+0.5% | Added |
| Shoker Investment Counsel, Inc. | 638 | $248.2K | 0.08% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 639 | $248.5K | 0.03% | −346−35.1% | Reduced |
| Marotta Asset Management | 639 | $248.5K | 0.05% | −1−0.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 640 | $248.9K | 0.13% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 640 | $249.0K | 0.01% | −61−8.7% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 643 | $250.1K | 0.16% | 00.0% | Unchanged |
| Addison Advisors LLC | 643 | $250.1K | 0.06% | −23−3.5% | Reduced |
| DT Investment Partners, LLC | 644 | $250.5K | 0.02% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 644 | $250.7K | 0.02% | +177+37.9% | Added |
| MBM Wealth Consultants, LLC | 649 | $252.4K | 0.07% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 649 | $252.5K | 0.20% | +2+0.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 650 | $252.8K | 0.16% | 00.0% | Unchanged |
| Cherokee Insurance Co | 650 | $252.8K | 0.11% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 654 | $254.5K | 0.11% | −264−28.8% | Reduced |
| AdvisorNet Financial, Inc | 655 | $254.8K | 0.02% | −1−0.2% | Reduced |
| Symphony Financial, Ltd. Co. | 2,631 | $255.6K | 0.03% | +2,631 | New |
| Jefferies Financial Group Inc. | 658 | $255.9K | 0.00% | −4,620−87.5% | Reduced |
| Maripau Wealth Management LLC | 662 | $257.5K | 0.13% | +116+21.2% | Added |
| 3Chopt Investment Partners, LLC | 665 | $258.7K | 0.06% | −67−9.2% | Reduced |
| McLean Asset Management Corp | 740 | $259.3K | 0.07% | −699−48.6% | Reduced |
| MUFG Securities EMEA plc | 668 | $259.8K | 0.01% | +668 | New |
| Clear Creek Financial Management, LLC | 668 | $260.0K | 0.02% | −661−49.7% | Reduced |
| Gladstone Institutional Advisory LLC | 669 | $260.1K | 0.01% | +91+15.7% | Added |
| Chicago Partners Investment Group LLC | 878 | $260.4K | 0.01% | +249+39.6% | Added |
| First National Trust Co | 670 | $260.6K | 0.01% | −37−5.2% | Reduced |
| Revisor Wealth Management LLC | 755 | $261.1K | 0.09% | +755 | New |
| Harbor Group, Inc. | 674 | $262.2K | 0.05% | −118−14.9% | Reduced |
| SJS Investment Consulting Inc. | 677 | $263.3K | 0.04% | −41−5.7% | Reduced |
| Pathway Financial Advisers, LLC | 677 | $263.4K | 0.09% | 00.0% | Unchanged |
| Park National Corp | 678 | $263.7K | 0.01% | 00.0% | Unchanged |
| Jacobsen Capital Management | 678 | $263.7K | 0.10% | +678 | New |
| Seeds Investor LLC | 680 | $264.3K | 0.06% | −269−28.3% | Reduced |
| Rik Saylor Financial, Inc. | 680 | $264.5K | 0.20% | +70+11.5% | Added |
| Whalerock Point Partners, LLC | 682 | $265.3K | 0.06% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 685 | $266.5K | 0.29% | +1+0.1% | Added |
| Riverbend Wealth Management, LLC | 691 | $268.8K | 0.20% | +229+49.6% | Added |
| Avidian Wealth Solutions, LLC | 693 | $269.7K | 0.01% | +98+16.5% | Added |
| RVW Wealth, LLC | 695 | $270.3K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 969 | $271.8K | 0.08% | +48+5.2% | Added |
| Meyer Handelman Co | 700 | $272.3K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 700 | $272.3K | 0.05% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $272.3K | 0.14% | +100+16.7% | Added |
| Sentry Investment Management LLC | 780 | $273.0K | 0.15% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 702 | $273.1K | 0.03% | +255+57.0% | Added |
| SwitchPoint Financial Planning, LLC | 704 | $273.8K | 0.22% | +9+1.3% | Added |
| Strategic Advisors LLC | 705 | $274.1K | 0.05% | −44−5.9% | Reduced |
| SevenBridge Financial Group, LLC | 938 | $274.3K | 0.05% | −143−13.2% | Reduced |
| WSFS Capital Management, LLC | 706 | $274.6K | 0.02% | −633−47.3% | Reduced |
| Key Financial Inc | 709 | $275.8K | 0.06% | −5−0.7% | Reduced |
| Advyzon Investment Management, LLC | 710 | $276.4K | 0.06% | +79+12.5% | Added |