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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 712 | $276.9K | 0.01% | +17+2.4% | Added |
| Leonteq Securities AG | 713 | $277.3K | 0.02% | +31+4.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 714 | $277.7K | 0.00% | +9+1.3% | Added |
| BNP Paribas | 716 | $278.5K | 0.01% | +411+134.8% | Added |
| Proficio Capital Partners LLC | 716 | $278.6K | 0.02% | +21+3.0% | Added |
| Waterloo Capital, L.P. | 717 | $278.9K | 0.02% | −234−24.6% | Reduced |
| Larson Financial Group LLC | 717 | $279.1K | 0.01% | +133+22.8% | Added |
| Waddell & Associates, LLC | 719 | $279.7K | 0.03% | −70−8.9% | Reduced |
| First County Bank | 720 | $280.1K | 0.15% | −67−8.5% | Reduced |
| ASB Consultores, LLC | 722 | $280.8K | 0.19% | +198+37.8% | Added |
| Nations Financial Group Inc, | 724 | $281.7K | 0.02% | −30−4.0% | Reduced |
| Crawford Investment Counsel Inc | 729 | $283.6K | 0.00% | +729 | New |
| IHT Wealth Management, LLC | 729 | $283.7K | 0.01% | +10+1.4% | Added |
| East Coast Asset Management, LLC. | 730 | $283.9K | 0.09% | −9−1.2% | Reduced |
| Camden Capital, LLC | 735 | $285.8K | 0.03% | +28+4.0% | Added |
| Lakeridge Wealth Management LLC | 735 | $285.9K | 0.13% | +6+0.8% | Added |
| Herold Advisors, Inc. | 740 | $287.8K | 0.06% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 741 | $288.1K | 0.00% | +14+1.9% | Added |
| Medallion Wealth Advisors, LLC | 733 | $289.3K | 0.11% | +109+17.5% | Added |
| Moors & Cabot, Inc. | 745 | $289.8K | 0.01% | +49+7.0% | Added |
| Forte Capital LLC | 745 | $289.8K | 0.03% | +60+8.8% | Added |
| Premier Path Wealth Partners, LLC | 748 | $291.1K | 0.04% | −128−14.6% | Reduced |
| Legacy Capital Group California, Inc. | 749 | $291.3K | 0.08% | −3−0.4% | Reduced |
| Credit Capital Investments LLC | 750 | $291.7K | 0.41% | +750 | New |
| PKS Advisory Services, LLC | 772 | $291.8K | 0.07% | −154−16.6% | Reduced |
| FSM Wealth Advisors, LLC | 842 | $292.2K | 0.05% | +145+20.8% | Added |
| Providence First Trust Co | 753 | $292.9K | 0.10% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 755 | $293.7K | 0.10% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 756 | $294.1K | 0.04% | +125+19.8% | Added |
| Atomi Financial Group, Inc. | 756 | $294.2K | 0.01% | −422−35.8% | Reduced |
| Hartford Funds Management Co LLC | 756 | $295.0K | 0.03% | −68−8.3% | Reduced |
| Cromwell Holdings LLC | 762 | $296.4K | 0.18% | +135+21.5% | Added |
| Creative Financial Designs Inc | 764 | $297.4K | 0.02% | −28−3.5% | Reduced |
| Keynote Financial Services LLC | 765 | $297.6K | 0.20% | −20−2.5% | Reduced |
| True North Advisors, LLC | 765 | $297.6K | 0.06% | −2,947−79.4% | Reduced |
| Rockland Trust Co | 767 | $298.3K | 0.01% | −106−12.1% | Reduced |
| Altfest L J & Co Inc | 767 | $298.4K | 0.04% | −9−1.2% | Reduced |
| AlphaCore Capital LLC | 768 | $298.7K | 0.01% | +174+29.3% | Added |
| Financial Advisors Network, Inc. | 770 | $299.5K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 704 | $299.6K | 0.01% | +45+6.8% | Added |
| Dover Advisors, LLC | 773 | $300.7K | 0.13% | −2−0.3% | Reduced |
| Pettinga Financial Advisors, LLC | 775 | $301.4K | 0.07% | +1+0.1% | Added |
| Capital Investment Advisors, LLC | 776 | $301.6K | 0.01% | −46−5.6% | Reduced |
| Choate Investment Advisors | 778 | $302.6K | 0.01% | +14+1.8% | Added |
| Dakota Wealth Management | 781 | $303.8K | 0.01% | +190+32.1% | Added |
| Alliance Wealth Advisors, LLC | 789 | $306.9K | 0.17% | +20+2.6% | Added |
| AA Financial Advisors, LLC | 792 | $308.1K | 0.07% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 793 | $308.4K | 0.04% | −267−25.2% | Reduced |
| Virtue Capital Management, LLC | 795 | $309.2K | 0.06% | −277−25.8% | Reduced |
| Childress Capital Advisors, LLC | 797 | $309.9K | 0.08% | +21+2.7% | Added |
| Cary Street Partner Investment Advisory LLC | 802 | $312.0K | 0.15% | +146+22.3% | Added |
| Nomura Holdings Inc | 805 | $313.1K | 0.00% | −4,267−84.1% | Reduced |
| Savvy Advisors, Inc. | 810 | $315.2K | 0.02% | +810 | New |
| Fulton Breakefield Broenniman LLC | 814 | $316.6K | 0.02% | +18+2.3% | Added |
| Continuum Advisory, LLC | 815 | $317.0K | 0.04% | −103−11.2% | Reduced |
| Truepoint, Inc. | 815 | $317.0K | 0.01% | +5+0.6% | Added |
| Manchester Capital Management LLC | 816 | $317.5K | 0.04% | 00.0% | Unchanged |
| Summit X, LLC | 817 | $317.7K | 0.06% | +26+3.3% | Added |
| Atlas Wealth LLC | 810 | $320.6K | 0.12% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 825 | $320.9K | 0.02% | +825 | New |
| LongView Wealth Management | 827 | $321.5K | 0.10% | +3+0.4% | Added |
| Claro Advisors LLC | 828 | $322.1K | 0.05% | −632−43.3% | Reduced |
| Schnieders Capital Management LLC | 830 | $322.8K | 0.06% | −8−1.0% | Reduced |
| Foster & Motley Inc | 834 | $324.0K | 0.02% | −22−2.6% | Reduced |
| TCG Advisory Services, LLC | 834 | $324.5K | 0.01% | −57−6.4% | Reduced |
| Signet Financial Management, LLC | 840 | $326.7K | 0.04% | +21+2.6% | Added |
| Eads & Heald Wealth Management | 841 | $327.0K | 0.16% | +841 | New |
| Private Wealth Asset Management, LLC | 842 | $327.5K | 0.04% | −2−0.2% | Reduced |
| Malaga Cove Capital, LLC | 844 | $328.3K | 0.13% | +844 | New |
| Client 1st Advisory Group, LLC | 846 | $329.1K | 0.12% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 847 | $329.5K | 0.38% | +55+6.9% | Added |
| BSW Wealth Partners | 848 | $330.0K | 0.05% | −106−11.1% | Reduced |
| Zacks Investment Management | 849 | $330.2K | 0.00% | +182+27.3% | Added |
| Cynosure Management, LLC | 856 | $332.9K | 0.04% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 858 | $333.6K | 0.06% | +96+12.6% | Added |
| First Bank & Trust | 860 | $334.5K | 0.06% | +87+11.3% | Added |
| J Hagan Capital, Inc. | 1,213 | $335.3K | 0.23% | −55−4.3% | Reduced |
| SCS Capital Management LLC | 863 | $335.8K | 0.00% | +65+8.1% | Added |
| Hilltop Partners LLC | 869 | $338.0K | 0.10% | +40+4.8% | Added |
| Fedenia Advisers LLC | 869 | $338.0K | 0.16% | +131+17.8% | Added |
| KFG Wealth Management, LLC | 869 | $338.0K | 0.05% | −93−9.7% | Reduced |
| Circle Wealth Management, LLC | 870 | $338.4K | 0.01% | −1−0.1% | Reduced |
| Insigneo Advisory Services, LLC | 872 | $339.2K | 0.03% | +11+1.3% | Added |
| Retirement Planning Group, LLC | 874 | $339.8K | 0.30% | +4+0.5% | Added |
| Transcend Wealth Collective, LLC | 876 | $340.7K | 0.03% | +54+6.6% | Added |
| GSB Wealth Management, LLC | 877 | $341.1K | 0.08% | −3−0.3% | Reduced |
| Elser Financial Planning, Inc | 878 | $341.5K | 0.43% | −4−0.5% | Reduced |
| Alpha Omega Wealth Management LLC | 880 | $342.3K | 0.06% | −53−5.7% | Reduced |
| Naples Global Advisors, LLC | 881 | $342.7K | 0.03% | −60−6.4% | Reduced |
| Forefront Wealth Partners, LLC | 929 | $342.7K | 0.24% | +184+24.7% | Added |
| Victrix Investment Advisors | 887 | $345.1K | 0.15% | +887 | New |
| Baader Bank INC | 893 | $345.1K | 0.03% | +893 | New |
| Simplex Trading, LLC | 891 | $346.0K | 0.01% | −908−50.5% | Reduced |
| Western Wealth Management, LLC | 891 | $346.4K | 0.02% | −27−2.9% | Reduced |
| Latitude Advisors, LLC | 891 | $346.4K | 0.17% | −4−0.4% | Reduced |
| First Foundation Advisors | 893 | $347.3K | 0.01% | −159−15.1% | Reduced |
| Syverson Strege & Co | 893 | $347.3K | 0.08% | +893 | New |
| Stableford Capital II LLC | 1,205 | $348.4K | 0.13% | −3,051−71.7% | Reduced |
| LSV Asset Management | 900 | $350.0K | 0.00% | −40−4.3% | Reduced |
| First Horizon Advisors, Inc. | 900 | $350.1K | 0.01% | +59+7.0% | Added |