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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 1,250 | $486.2K | 0.02% | −63−4.8% | Reduced |
| Strategic Financial Services, Inc, | 1,254 | $487.8K | 0.03% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,258 | $489.3K | 0.16% | +1+0.1% | Added |
| Wesbanco Bank Inc | 1,261 | $490.5K | 0.01% | −9−0.7% | Reduced |
| Affinity Investment Advisors, LLC | 1,261 | $490.5K | 0.37% | −3−0.2% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,264 | $491.6K | 0.47% | −56−4.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,264 | $491.7K | 0.04% | +416+49.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,267 | $492.7K | 0.10% | +82+6.9% | Added |
| SeaCrest Wealth Management, LLC | 1,268 | $493.2K | 0.05% | −1,206−48.7% | Reduced |
| Compass Wealth Management LLC | 1,268 | $493.2K | 0.12% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,273 | $495.1K | 0.06% | +82+6.9% | Added |
| Colonial River Wealth Management, LLC | 1,436 | $496.6K | 0.21% | −12−0.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,281 | $498.3K | 0.14% | +8+0.6% | Added |
| L & S Advisors Inc | – | $500.0K | 0.05% | – | – |
| Hurlow Wealth Management Group, Inc. | 1,288 | $501.0K | 0.14% | +1+0.1% | Added |
| Sompo Asset Management Co., Ltd. | 1,290 | $501.8K | 0.09% | +70+5.7% | Added |
| Lifeworks Advisors, LLC | 1,295 | $503.7K | 0.08% | +51+4.1% | Added |
| Buckingham Strategic Partners | 1,301 | $504.1K | 0.01% | −1,311−50.2% | Reduced |
| Fielder Capital Group LLC | 1,298 | $504.9K | 0.13% | −202−13.5% | Reduced |
| Dodge & Cox | 1,300 | $505.6K | 0.00% | +100+8.3% | Added |
| Catalyst Funds Management Pty Ltd | 1,300 | $505.6K | 0.14% | +1,300 | New |
| ICONIQ Capital, LLC | 1,301 | $506.0K | 0.01% | +31+2.4% | Added |
| Finward Bancorp | 1,303 | $506.8K | 0.40% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,311 | $509.9K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,311 | $509.9K | 0.03% | +247+23.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,311 | $510.1K | 0.02% | −1−0.1% | Reduced |
| Wealthspire Advisors, LLC | 1,313 | $510.7K | 0.00% | +712+118.5% | Added |
| Atlas Private Wealth Advisors | 1,316 | $512.1K | 0.07% | −16−1.2% | Reduced |
| Confluence Wealth Services, Inc. | 1,325 | $515.4K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,326 | $516.0K | 0.26% | −52−3.8% | Reduced |
| Conning Inc. | 1,327 | $516.1K | 0.02% | −28−2.1% | Reduced |
| Defined Wealth Management, LLC | 1,331 | $517.7K | 0.32% | −21−1.6% | Reduced |
| Advisors Capital Management, LLC | 1,331 | $518.0K | 0.01% | +176+15.2% | Added |
| Goelzer Investment Management, Inc. | 1,332 | $518.3K | 0.03% | +508+61.7% | Added |
| Drucker Wealth 3.0, LLC | 1,498 | $518.8K | 0.10% | −1,088−42.1% | Reduced |
| H&H Retirement Design & Management INC | 1,883 | $520.7K | 0.29% | +178+10.4% | Added |
| Humankind Investments LLC | 1,349 | $524.7K | 0.13% | −435−24.4% | Reduced |
| Kapstone Financial Advisors LLC | 1,355 | $527.0K | 0.26% | −24−1.7% | Reduced |
| Taylor Hoffman Capital Management LLC | 1,360 | $529.0K | 0.18% | −30−2.2% | Reduced |
| Avantra Family Wealth, Inc. | 1,365 | $530.9K | 0.44% | −185−11.9% | Reduced |
| Kestra Investment Management, LLC | 1,296 | $531.0K | 0.01% | +709+120.8% | Added |
| VisionPoint Advisory Group, LLC | 1,380 | $536.8K | 0.12% | +5+0.4% | Added |
| CTC Alternative Strategies, Ltd. | 1,380 | $536.8K | 0.47% | +1,380 | New |
| Arista Wealth Management, LLC | 1,380 | $536.8K | 0.07% | +1,380 | New |
| Bayforest Capital Ltd | 1,381 | $537.2K | 0.23% | +1,025+287.9% | Added |
| Shufro Rose & Co LLC | 1,250 | $543.7K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,405 | $546.5K | 0.29% | −107−7.1% | Reduced |
| PFG Investments, LLC | 1,408 | $547.8K | 0.03% | +70+5.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,414 | $550.2K | 0.02% | +640+82.7% | Added |
| Citizens Financial Group Inc | 1,417 | $551.1K | 0.01% | −281−16.5% | Reduced |
| Clarius Group, LLC | 1,418 | $551.5K | 0.03% | −954−40.2% | Reduced |
| Burling Wealth Partners, LLC | 1,419 | $551.9K | 0.10% | −2,109−59.8% | Reduced |
| Berkshire Asset Management LLC | 1,434 | $557.8K | 0.03% | −765−34.8% | Reduced |
| Axxcess Wealth Management, LLC | 1,436 | $558.5K | 0.01% | +305+27.0% | Added |
| Donaldson Capital Management, LLC | 1,443 | $561.1K | 0.02% | +1+0.1% | Added |
| Sowell Financial Services LLC | 1,445 | $562.1K | 0.02% | −89−5.8% | Reduced |
| St Germain D J Co Inc | 1,458 | $567.1K | 0.02% | +608+71.5% | Added |
| Perpetual Ltd | 1,462 | $568.7K | 0.01% | −95,172−98.5% | Reduced |
| Fortress Private Ledger, LLC | 1,463 | $569.0K | 0.26% | +530+56.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,532 | $571.7K | 0.02% | +818+114.6% | Added |
| Twin Capital Management Inc | 1,478 | $574.9K | 0.06% | −14−0.9% | Reduced |
| Verus Financial Partners, Inc. | 1,667 | $577.4K | 0.06% | +1+0.1% | Added |
| Keel Point, LLC | 1,489 | $579.3K | 0.04% | −14−0.9% | Reduced |
| Perigon Wealth Management, LLC | 1,493 | $580.9K | 0.01% | −2,570−63.3% | Reduced |
| CVFG LLC | 1,499 | $583.1K | 0.46% | +16+1.1% | Added |
| Moloney Securities Asset Management, LLC | 1,501 | $583.8K | 0.07% | −208−12.2% | Reduced |
| Change Path, LLC | 1,503 | $584.6K | 0.02% | +175+13.2% | Added |
| Valmark Advisers, Inc. | 1,507 | $586.3K | 0.01% | +11+0.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $587.7K | 0.95% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,525 | $593.2K | 0.07% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 1,526 | $593.5K | 0.27% | −198−11.5% | Reduced |
| MJP Associates Inc | 1,527 | $593.9K | 0.09% | +1,036+211.0% | Added |
| Lebenthal Global Advisors, LLC | 1,545 | $600.9K | 0.11% | +238+18.2% | Added |
| Laurion Capital Management LP | 1,550 | $602.9K | 0.07% | +1,550 | New |
| Thomasville National Bank | 1,555 | $604.8K | 0.04% | −5−0.3% | Reduced |
| LGT Group Foundation | 1,556 | $605.2K | 0.01% | −551−26.2% | Reduced |
| Sage Mountain Advisors LLC | 1,563 | $607.9K | 0.04% | −26−1.6% | Reduced |
| denkapparat Operations GmbH | 1,564 | $608.3K | 0.49% | +1,564 | New |
| Fullcircle Wealth LLC | 2,214 | $608.6K | 0.23% | +530+31.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,565 | $608.7K | 0.00% | −3,299−67.8% | Reduced |
| Silver Oak Securities, Inc | 1,565 | $608.8K | 0.05% | +262+20.1% | Added |
| Keystone Financial Group | 1,648 | $610.7K | 0.06% | −518−23.9% | Reduced |
| National Asset Management, Inc. | 1,574 | $612.1K | 0.03% | −1,093−41.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,481 | $612.8K | 0.03% | +45+3.1% | Added |
| United Community Bank | 1,580 | $614.6K | 0.21% | −193−10.9% | Reduced |
| Sagespring Wealth Partners, LLC | 1,580 | $614.6K | 0.01% | +241+18.0% | Added |
| Busey Wealth Management | 1,589 | $618.1K | 0.02% | +1+0.1% | Added |
| Ellevest, Inc. | 1,590 | $618.4K | 0.10% | +97+6.5% | Added |
| Plancorp, LLC | 1,596 | $620.8K | 0.02% | +21+1.3% | Added |
| Wealth Alliance | 1,596 | $620.9K | 0.07% | +401+33.6% | Added |
| LRI Investments, LLC | 1,607 | $625.2K | 0.05% | −62−3.7% | Reduced |
| Midwest Trust Co | 1,611 | $626.6K | 0.01% | +1,611 | New |
| Volterra Technologies LP | 1,613 | $627.4K | 0.85% | +1,613 | New |
| Private Trust Co NA | 1,614 | $627.7K | 0.06% | −16−1.0% | Reduced |
| Glenview Trust Co | 1,619 | $629.7K | 0.01% | +475+41.5% | Added |
| Impact Investors, Inc | 1,640 | $638.1K | 0.45% | +63+4.0% | Added |
| Ruggaard & Associates LLC | 1,644 | $639.5K | 0.26% | −6−0.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,646 | $640.2K | 0.14% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 1,647 | $640.6K | 0.21% | +221+15.5% | Added |
| Howard Capital Management Inc. | 1,659 | $645.3K | 0.01% | +341+25.9% | Added |