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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 1,670 | $649.5K | 0.06% | +1,075+180.7% | Added |
| GeoWealth Management, LLC | 1,670 | $649.6K | 0.03% | −103−5.8% | Reduced |
| Brogan Financial, Inc. | 1,677 | $652.4K | 0.29% | +7+0.4% | Added |
| Harbour Investments, Inc. | 1,677 | $652.5K | 0.02% | −62−3.6% | Reduced |
| Outlook Wealth Advisors, LLC | 1,680 | $653.4K | 0.17% | +5+0.3% | Added |
| RMB Capital Management, LLC | 1,683 | $654.6K | 0.01% | +1,683 | New |
| Avestar Capital, LLC | 1,692 | $658.1K | 0.05% | +695+69.7% | Added |
| Detalus Advisors, LLC | 1,695 | $659.1K | 0.19% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,696 | $659.7K | 0.10% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,669 | $660.5K | 0.30% | +1,190+248.4% | Added |
| Old Point Trust & Financial Services N A | 1,707 | $664.0K | 0.23% | +140+8.9% | Added |
| Founders Grove Wealth Partners, LLC | 1,712 | $665.9K | 0.17% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,716 | $667.5K | 0.02% | +176+11.4% | Added |
| Apella Capital, LLC | 1,924 | $667.5K | 0.02% | −2−0.1% | Reduced |
| Qtron Investments LLC | 1,725 | $671.0K | 0.09% | −817−32.1% | Reduced |
| Central Trust Co | 1,728 | $672.1K | 0.02% | +46+2.7% | Added |
| Quantessence Capital LLC | 1,729 | $672.5K | 0.20% | −771−30.8% | Reduced |
| Keystone Financial Services | 1,739 | $676.3K | 0.23% | +260+17.6% | Added |
| Novem Group | 1,743 | $677.7K | 0.09% | +157+9.9% | Added |
| Raiffeisen Bank International AG | 1,827 | $683.0K | 0.01% | −427−18.9% | Reduced |
| InvesTrust | 1,759 | $684.2K | 0.26% | 00.0% | Unchanged |
| Systematic Financial Management LP | 1,760 | $684.6K | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 1,761 | $685.0K | 0.08% | +7+0.4% | Added |
| Mutual Advisors, LLC | 2,370 | $685.0K | 0.02% | +345+17.0% | Added |
| Linden Thomas Advisory Services, LLC | 1,768 | $687.7K | 0.08% | +181+11.4% | Added |
| Tranquilli Financial Advisor LLC | 1,768 | $687.7K | 0.43% | +223+14.4% | Added |
| Dearborn Partners LLC | 1,781 | $692.8K | 0.03% | +1,781 | New |
| PenderFund Capital Management Ltd. | 1,800 | $700.1K | 0.17% | 00.0% | Unchanged |
| Permanens Capital L.P. | 1,814 | $705.6K | 0.10% | +408+29.0% | Added |
| Austin Private Wealth, LLC | 1,816 | $706.4K | 0.06% | −180−9.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $707.5K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,820 | $707.9K | 0.02% | +44+2.5% | Added |
| Blume Capital Management, Inc. | 1,825 | $709.9K | 0.14% | −9,811−84.3% | Reduced |
| 1st Source Bank | 1,828 | $711.0K | 0.04% | −31−1.7% | Reduced |
| Sendero Wealth Management, LLC | 1,842 | $716.5K | 0.09% | +61+3.4% | Added |
| Garde Capital, Inc. | 1,850 | $719.6K | 0.04% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 1,857 | $722.3K | 0.59% | −160−7.9% | Reduced |
| Taylor Financial Group, Inc. | 1,865 | $725.4K | 0.45% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,871 | $728.0K | 0.18% | +8+0.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,873 | $728.5K | 0.06% | +286+18.0% | Added |
| RFG Advisory, LLC | 1,874 | $728.8K | 0.02% | −71−3.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,877 | $730.0K | 0.01% | +1,877 | New |
| James Investment Research Inc | 1,880 | $731.2K | 0.09% | −162−7.9% | Reduced |
| Concurrent Investment Advisors, LLC | 1,880 | $731.3K | 0.01% | −309−14.1% | Reduced |
| Nilsine Partners, LLC | 1,889 | $734.8K | 0.07% | −42−2.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $737.0K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,895 | $737.2K | 0.02% | −299−13.6% | Reduced |
| Willner & Heller, LLC | 1,899 | $738.8K | 0.62% | −47−2.4% | Reduced |
| Terry L. Blaker | 1,914 | $744.5K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 1,924 | $748.3K | 0.04% | −304−13.6% | Reduced |
| S&CO Inc | 1,931 | $751.0K | 0.05% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,934 | $752.3K | 0.13% | +206+11.9% | Added |
| Modern Wealth Management, LLC | 1,937 | $753.5K | 0.02% | −95−4.7% | Reduced |
| Portfolio Design Labs, LLC | 1,952 | $759.3K | 0.15% | −2,153−52.4% | Reduced |
| Eisler Capital Management Ltd. | 1,966 | $764.9K | 0.03% | −459−18.9% | Reduced |
| Naviter Wealth, LLC | 1,971 | $766.7K | 0.09% | −360−15.4% | Reduced |
| Smartleaf Asset Management LLC | 2,014 | $768.3K | 0.07% | −149−6.9% | Reduced |
| Capital International Sarl | 1,978 | $769.4K | 0.01% | +103+5.5% | Added |
| LOM Asset Management Ltd | 1,996 | $776.0K | 0.26% | +1,996 | New |
| NJ State Employees Deferred Compensation Plan | 2,000 | $777.9K | 0.09% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $777.9K | 0.36% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,036 | $778.0K | 0.02% | −3,106−60.4% | Reduced |
| Generali Investments, Management Co LLC | 2,022 | $785.4K | 0.18% | −469−18.8% | Reduced |
| Stratos Wealth Partners, LTD. | 2,019 | $785.5K | 0.01% | −818−28.8% | Reduced |
| Bedel Financial Consulting, Inc. | 2,031 | $790.0K | 0.11% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 2,031 | $790.0K | 0.59% | +521+34.5% | Added |
| Sumitomo Life Insurance Co | 2,047 | $796.2K | 0.05% | −148−6.7% | Reduced |
| Centaurus Financial, Inc. | 2,067 | $804.0K | 0.05% | −313−13.2% | Reduced |
| Cim Investment Mangement Inc | 2,133 | $808.2K | 0.15% | +1,065+99.7% | Added |
| Chapman Financial Group, LLC | 2,081 | $809.4K | 0.69% | +2,081 | New |
| Canal Capital Management, LLC | 2,099 | $816.4K | 0.13% | +1,477+237.5% | Added |
| Two Sigma Advisers, LP | 2,100 | $816.8K | 0.00% | +2,100 | New |
| Pitcairn Co | 2,121 | $825.0K | 0.05% | −190−8.2% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,127 | $827.3K | 0.52% | −17−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,133 | $829.7K | 0.03% | −77−3.5% | Reduced |
| Benjamin Edwards Inc | 2,143 | $834.1K | 0.01% | +445+26.2% | Added |
| Barden Capital Management, Inc. | 2,180 | $847.9K | 0.74% | −47−2.1% | Reduced |
| Icon Advisers Inc | 2,185 | $849.9K | 0.19% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,189 | $851.4K | 0.02% | +20+0.9% | Added |
| Cigna Investments Inc | 2,214 | $861.0K | 0.15% | −115−4.9% | Reduced |
| NorthRock Partners, LLC | 2,217 | $862.3K | 0.02% | −13−0.6% | Reduced |
| Westpac Banking Corp | 2,220 | $863.5K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,224 | $865.0K | 0.11% | −824−27.0% | Reduced |
| Financial Security Advisor, Inc. | 2,226 | $865.7K | 0.20% | +4+0.2% | Added |
| Soundwatch Capital LLC | 1,405 | $866.6K | 0.18% | +1,405 | New |
| Umb Bank N A | 2,231 | $867.8K | 0.01% | −662−22.9% | Reduced |
| Michael B. Yongue | 2,244 | $872.8K | 0.66% | +735+48.7% | Added |
| Skopos Labs, Inc. | 2,261 | $879.1K | 0.12% | +48+2.2% | Added |
| King Wealth | 2,269 | $883.0K | 0.12% | −1,491−39.7% | Reduced |
| Legacy Financial Advisors, Inc. | 2,273 | $884.0K | 0.14% | +1,436+171.6% | Added |
| Parallel Advisors, LLC | 2,282 | $887.7K | 0.02% | −503−18.1% | Reduced |
| Journey Strategic Wealth LLC | 2,289 | $890.3K | 0.03% | +351+18.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,292 | $891.5K | 0.03% | +2,292 | New |
| Kathmere Capital Management, LLC | 2,302 | $895.5K | 0.07% | −375−14.0% | Reduced |
| Acropolis Investment Management, LLC | 2,317 | $901.1K | 0.05% | −51−2.2% | Reduced |
| Buckley Wealth Management, LLC | 2,318 | $901.6K | 0.27% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,319 | $902.0K | 0.01% | +909+64.5% | Added |
| Ocean Capital Management, LLC | 2,325 | $904.2K | 0.20% | −97−4.0% | Reduced |
| Shelton Capital Management | 2,348 | $913.3K | 0.02% | −15−0.6% | Reduced |
| Matisse Capital | 2,350 | $914.1K | 0.43% | 00.0% | Unchanged |