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 |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 901 | $350.5K | 0.12% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 902 | $350.8K | 0.27% | −13−1.4% | Reduced |
| Disciplined Investors, L.L.C. | 904 | $351.8K | 0.27% | −1−0.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 906 | $352.0K | 0.14% | −71−7.3% | Reduced |
| Samalin Investment Counsel, LLC | 905 | $352.4K | 0.14% | −39−4.1% | Reduced |
| Wealth Advisory Solutions, LLC | 907 | $352.8K | 0.09% | 00.0% | Unchanged |
| Campion Asset Management LLC | 915 | $355.9K | 0.27% | −20−2.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 920 | $357.8K | 0.05% | +172+23.0% | Added |
| Ritter Daniher Financial Advisory LLC | 922 | $358.6K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 923 | $359.0K | 0.11% | −85−8.4% | Reduced |
| GTS Securities LLC | 926 | $360.2K | 0.02% | −1,063−53.4% | Reduced |
| Beck Mack & Oliver LLC | 926 | $360.2K | 0.01% | +142+18.1% | Added |
| Capital Investment Advisory Services, LLC | 928 | $361.1K | 0.03% | −67−6.7% | Reduced |
| Pictet & Cie (Europe) SA | 929 | $361.3K | 0.01% | +304+48.6% | Added |
| Cypress Wealth Services, LLC | 931 | $362.3K | 0.06% | −38−3.9% | Reduced |
| Brass Tax Wealth Management, Inc | 933 | $362.8K | 0.07% | −4−0.4% | Reduced |
| Occudo Quantitative Strategies LP | 934 | $363.3K | 0.04% | +934 | New |
| Wealthquest Corp | 935 | $363.7K | 0.03% | −10−1.1% | Reduced |
| Systematic Alpha Investments, LLC | 947 | $368.3K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 953 | $370.7K | 0.02% | −183−16.1% | Reduced |
| First Financial Bank - Trust Division | 962 | $374.2K | 0.03% | −51−5.0% | Reduced |
| Octavia Wealth Advisors, LLC | 969 | $376.9K | 0.04% | −81−7.7% | Reduced |
| First Financial Corp | 971 | $377.7K | 0.17% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 971 | $377.7K | 0.05% | +25+2.6% | Added |
| Farmers Trust Co | 975 | $379.2K | 0.07% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 979 | $380.9K | 0.06% | +125+14.6% | Added |
| Everett Harris & Co | 982 | $382.0K | 0.00% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 983 | $382.3K | 0.02% | +423+75.5% | Added |
| First Western Trust Bank | 988 | $384.3K | 0.02% | −33−3.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 989 | $385.3K | 0.01% | +224+29.3% | Added |
| Blossom Wealth Management | 999 | $388.6K | 0.69% | +457+84.3% | Added |
| Kuhn & Co Investment Counsel | 1,000 | $389.0K | 0.29% | 00.0% | Unchanged |
| LM Advisors LLC | 1,000 | $389.0K | 0.05% | −5−0.5% | Reduced |
| Adams Wealth Management | 1,001 | $389.2K | 0.07% | 00.0% | Unchanged |
| CacheTech Inc. | 1,001 | $389.2K | 0.07% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,004 | $390.7K | 0.07% | +36+3.7% | Added |
| Ameritas Advisory Services, LLC | 1,014 | $394.5K | 0.02% | −1,029−50.4% | Reduced |
| ICW Investment Advisors LLC | 1,015 | $394.9K | 0.16% | −1−0.1% | Reduced |
| Aspire Private Capital, LLC | 1,017 | $395.4K | 0.09% | +369+56.9% | Added |
| Bell Investment Advisors, Inc | 1,019 | $396.2K | 0.07% | +29+2.9% | Added |
| Dahring | Cusmano LLC | 1,025 | $398.7K | 0.31% | +1+0.1% | Added |
| Natural Investments, LLC | 1,030 | $400.0K | 0.10% | −281−21.4% | Reduced |
| Romano Brothers and Company | 1,036 | $403.0K | 0.05% | −1,080−51.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,040 | $404.5K | 0.03% | −108−9.4% | Reduced |
| Kelly Financial Group LLC | 1,040 | $404.5K | 0.12% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,041 | $405.0K | 0.07% | +30+3.0% | Added |
| Integrated Investment Consultants, LLC | 1,042 | $405.3K | 0.08% | −6−0.6% | Reduced |
| Impact Capital Partners LLC | 1,048 | $407.6K | 0.13% | +86+8.9% | Added |
| Wealth Management Associates, Inc. | 1,053 | $409.6K | 0.16% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 1,055 | $410.4K | 0.10% | −13−1.2% | Reduced |
| Centric Wealth Management | 1,403 | $412.5K | 0.10% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,066 | $414.6K | 0.01% | −96−8.3% | Reduced |
| Alta Advisers Ltd | 1,071 | $416.6K | 0.15% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,074 | $417.7K | 0.10% | +1,074 | New |
| Aaron Wealth Advisors | 1,087 | $422.8K | 0.04% | +434+66.5% | Added |
| Crestwood Advisors Group LLC | 1,090 | $423.8K | 0.01% | +38+3.6% | Added |
| Miracle Mile Advisors, LLC | 1,090 | $423.8K | 0.01% | −216−16.5% | Reduced |
| Fidelis Capital Partners, LLC | 1,541 | $425.8K | 0.04% | −150−8.9% | Reduced |
| J. W. Coons Advisors, LLC | 1,096 | $426.3K | 0.10% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,101 | $428.2K | 0.01% | −117−9.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,102 | $428.6K | 0.00% | −1,098−49.9% | Reduced |
| Sara-Bay Financial | 1,102 | $428.6K | 0.15% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,108 | $431.0K | 0.11% | +1,101+15,728.6% | Added |
| Archford Capital Strategies, LLC | 1,109 | $431.4K | 0.06% | −312−22.0% | Reduced |
| Hengehold Capital Management LLC | 1,110 | $431.8K | 0.04% | +1+0.1% | Added |
| Cardiff Park Advisors, LLC | 1,118 | $434.9K | 0.04% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,125 | $437.6K | 0.01% | −337−23.1% | Reduced |
| Oxford Financial Group Ltd | 1,136 | $441.9K | 0.03% | −2−0.2% | Reduced |
| Gryphon Financial Partners LLC | 1,141 | $443.7K | 0.06% | +24+2.1% | Added |
| Freestone Capital Holdings, LLC | 1,143 | $444.6K | 0.02% | +1,143 | New |
| Aspen Investment Management Inc | 1,143 | $445.0K | 0.19% | +95+9.1% | Added |
| Venture Visionary Partners LLC | 1,146 | $445.8K | 0.02% | +509+79.9% | Added |
| Vega Investment Solutions | 1,150 | $447.3K | 0.11% | −77−6.3% | Reduced |
| Monarch Capital Management Inc | 1,153 | $448.5K | 0.12% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,164 | $453.0K | 0.03% | +1,164 | New |
| AdvisorShares Investments LLC | 1,168 | $454.3K | 0.08% | +168+16.8% | Added |
| Quent Capital, LLC | 1,171 | $455.3K | 0.04% | −109−8.5% | Reduced |
| Moneta Group Investment Advisors LLC | 1,171 | $455.6K | 0.01% | +92+8.5% | Added |
| CX Institutional | 1,183 | $460.0K | 0.02% | −303−20.4% | Reduced |
| Weinberger Asset Management, Inc | 1,183 | $460.2K | 0.18% | +18+1.5% | Added |
| Meritage Portfolio Management | 1,186 | $461.3K | 0.03% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,189 | $462.5K | 0.01% | −67−5.3% | Reduced |
| Heritage Wealth Management, Inc. | 1,191 | $463.4K | 0.15% | −319−21.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,194 | $464.4K | 0.03% | +6+0.5% | Added |
| Inceptionr LLC | 1,195 | $464.8K | 0.11% | +1,195 | New |
| Highland Capital Management, LLC | 1,200 | $466.8K | 0.03% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,200 | $466.8K | 0.22% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,203 | $467.8K | 0.01% | −281−18.9% | Reduced |
| Daymark Wealth Partners, LLC | 1,203 | $467.9K | 0.02% | −389−24.4% | Reduced |
| Ballentine Partners, LLC | 1,211 | $470.8K | 0.01% | −840−41.0% | Reduced |
| Wedmont Private Capital | 1,361 | $471.5K | 0.02% | −122−8.2% | Reduced |
| Beacon Financial Group | 1,212 | $471.6K | 0.05% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,215 | $472.6K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,226 | $476.9K | 0.09% | +208+20.4% | Added |
| Catalyst Financial Partners LLC | 1,228 | $477.6K | 0.05% | +199+19.3% | Added |
| Colonial Trust Co | 1,229 | $478.0K | 0.07% | −148−10.7% | Reduced |
| Net Worth Advisory Group | 1,234 | $480.1K | 0.11% | −3−0.2% | Reduced |
| Evermay Wealth Management LLC | 1,237 | $481.1K | 0.06% | −58−4.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,388 | $482.7K | 0.33% | +30+2.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,245 | $484.3K | 0.28% | −55−4.2% | Reduced |