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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 2,358 | $917.2K | 0.01% | +262+12.5% | Added |
| Trueblood Wealth Management, LLC | 2,363 | $919.1K | 0.38% | −10.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,391 | $930.0K | 0.05% | −1,804−43.0% | Reduced |
| Patton Albertson Miller Group, LLC | 2,415 | $939.3K | 0.12% | +5+0.2% | Added |
| PDS Planning, Inc | 2,423 | $942.5K | 0.07% | +414+20.6% | Added |
| SummitTX Capital, L.P. | 2,426 | $943.6K | 0.04% | +2,426 | New |
| Kennedy Capital Management, Inc. | 2,438 | $948.3K | 0.02% | −7,465−75.4% | Reduced |
| Smithbridge Asset Management Inc | 2,441 | $949.5K | 0.17% | −186−7.1% | Reduced |
| Signaturefd, LLC | 2,447 | $952.0K | 0.02% | −479−16.4% | Reduced |
| J.W. Cole Advisors, Inc. | 2,457 | $955.8K | 0.02% | +656+36.4% | Added |
| EverSource Wealth Advisors, LLC | 2,461 | $957.3K | 0.04% | +764+45.0% | Added |
| Regions Financial Corp | 2,465 | $958.8K | 0.01% | −99−3.9% | Reduced |
| Wedbush Securities Inc | 2,467 | $960.0K | 0.03% | −153−5.8% | Reduced |
| Money Concepts Capital Corp | 2,480 | $964.5K | 0.06% | +297+13.6% | Added |
| Caisse des Depots Et Consignations | 2,485 | $966.6K | 0.04% | −854−25.6% | Reduced |
| Principle Wealth Partners LLC | 2,499 | $972.0K | 0.06% | +26+1.1% | Added |
| Fairtree Asset Management (Pty) Ltd | 2,512 | $977.1K | 0.74% | 00.0% | Unchanged |
| Axecap Investments, LLC | 2,525 | $982.1K | 0.64% | −75−2.9% | Reduced |
| Souders Financial Advisors | 2,534 | $985.5K | 0.13% | −604−19.2% | Reduced |
| Insight Inv LLC | 2,568 | $998.8K | 0.67% | +10.0% | Added |
| Signal Advisors Wealth, LLC | 2,599 | $1.01M | 0.08% | +1,610+162.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $1.01M | 0.08% | 00.0% | Unchanged |
| Hickory Asset Management, Inc. | 2,603 | $1.01M | 0.84% | +50+2.0% | Added |
| Searle & Co. | 2,606 | $1.01M | 0.29% | 00.0% | Unchanged |
| Tema ETFs LLC | 2,631 | $1.02M | 0.27% | +2,631 | New |
| Catalytic Wealth RIA, LLC | 2,635 | $1.02M | 0.08% | +2,007+319.6% | Added |
| Signature Estate & Investment Advisors LLC | 2,644 | $1.03M | 0.02% | −4−0.2% | Reduced |
| Asset Dedication, LLC | 2,648 | $1.03M | 0.07% | +595+29.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,662 | $1.04M | 0.10% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 2,674 | $1.04M | 0.31% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,676 | $1.04M | 0.02% | −134−4.8% | Reduced |
| Trust Asset Management LLC | 2,690 | $1.05M | 0.08% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,705 | $1.05M | 0.24% | +2,582+2,099.2% | Added |
| CSS LLC | 2,730 | $1.06M | 0.07% | −100−3.5% | Reduced |
| Walleye Trading LLC | 2,735 | $1.06M | 0.03% | −7,764−73.9% | Reduced |
| Pure Financial Advisors, Inc. | 2,749 | $1.07M | 0.02% | +776+39.3% | Added |
| We Are One Seven, LLC | 2,755 | $1.07M | 0.03% | +53+2.0% | Added |
| Applied Finance Capital Management, LLC | 2,756 | $1.07M | 0.07% | −481−14.9% | Reduced |
| Quadrant Capital Group LLC | 2,769 | $1.08M | 0.04% | −948−25.5% | Reduced |
| Advisory Services Network, LLC | 3,833 | $1.09M | 0.02% | +1,556+68.3% | Added |
| Heritage Wealth Advisors | 2,793 | $1.09M | 0.05% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,809 | $1.09M | 0.32% | +484+20.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,818 | $1.10M | 0.13% | −57−2.0% | Reduced |
| 44 Wealth Management LLC | 2,838 | $1.10M | 0.39% | −2−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 2,855 | $1.11M | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,856 | $1.11M | 0.03% | +10.0% | Added |
| Cidel Asset Management Inc | 2,871 | $1.12M | 0.07% | +286+11.1% | Added |
| Robertson Stephens Wealth Management, LLC | 2,876 | $1.12M | 0.04% | +126+4.6% | Added |
| Profund Advisors LLC | 2,884 | $1.12M | 0.04% | −288−9.1% | Reduced |
| Empower Advisory Group, LLC | 2,902 | $1.13M | 0.00% | −173−5.6% | Reduced |
| Pinnacle Financial Partners Inc | 2,927 | $1.14M | 0.02% | −5−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 2,931 | $1.14M | 0.08% | +194+7.1% | Added |
| Forum Financial Management, LP | 2,938 | $1.14M | 0.02% | +82+2.9% | Added |
| GAMMA Investing LLC | 2,945 | $1.15M | 0.07% | −445−13.1% | Reduced |
| Mirabella Financial Services LLP | 2,935 | $1.15M | 0.12% | −7,033−70.6% | Reduced |
| PEAK6 LLC | 2,955 | $1.15M | 0.04% | −21,768−88.0% | Reduced |
| Commerzbank Aktiengesellschaft | 2,960 | $1.15M | 0.03% | −29−1.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,987 | $1.16M | 0.04% | +2,987 | New |
| Syntax Research, Inc. | 3,000 | $1.17M | 0.83% | +3,000 | New |
| Wealthcare Advisory Partners LLC | 3,006 | $1.17M | 0.03% | +67+2.3% | Added |
| AE Wealth Management LLC | 3,008 | $1.17M | 0.01% | −587−16.3% | Reduced |
| Arkadios Wealth Advisors | 3,021 | $1.17M | 0.04% | +1,089+56.4% | Added |
| Brighton Jones LLC | 3,023 | $1.18M | 0.03% | −154−4.8% | Reduced |
| Ritholtz Wealth Management | 3,024 | $1.18M | 0.03% | −59−1.9% | Reduced |
| Semmax Financial Advisors Inc. | 4,073 | $1.20M | 0.31% | −1,887−31.7% | Reduced |
| Brookwood Investment Group LLC | 3,092 | $1.20M | 0.19% | +2,609+540.2% | Added |
| Haverford Trust Co | 3,115 | $1.21M | 0.01% | 00.0% | Unchanged |
| Guardian Partners Inc. | 3,512 | $1.22M | 0.11% | −2,434−40.9% | Reduced |
| Allworth Financial LP | 3,128 | $1.22M | 0.01% | −777−19.9% | Reduced |
| Flputnam Investment Management Co | 3,129 | $1.22M | 0.02% | −587−15.8% | Reduced |
| Johnson Financial Group, Inc. | 3,139 | $1.22M | 0.05% | +3,139 | New |
| Tocqueville Asset Management L.P. | 3,141 | $1.22M | 0.02% | +425+15.6% | Added |
| Wealth Architects, LLC | 3,143 | $1.22M | 0.12% | −14−0.4% | Reduced |
| Edgestream Partners, L.P. | 3,154 | $1.23M | 0.03% | +3,154 | New |
| Grove Bank & Trust | 3,163 | $1.23M | 0.15% | +551+21.1% | Added |
| Knollwood Investment Advisory, LLC | 3,164 | $1.23M | 0.12% | 00.0% | Unchanged |
| Sentry LLC | 3,169 | $1.23M | 0.25% | −20−0.6% | Reduced |
| Todd Asset Management LLC | 3,182 | $1.24M | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 3,214 | $1.25M | 0.03% | +1,421+79.3% | Added |
| Leavell Investment Management, Inc. | 3,223 | $1.25M | 0.06% | +110+3.5% | Added |
| Great Valley Advisor Group, Inc. | 3,229 | $1.26M | 0.03% | −260−7.5% | Reduced |
| Mission Wealth Management, LP | 3,281 | $1.28M | 0.03% | +71+2.2% | Added |
| Inkwell Capital LLC | 3,336 | $1.30M | 1.39% | −40−1.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,365 | $1.31M | 0.24% | 00.0% | Unchanged |
| Narwhal Capital Management | 3,375 | $1.31M | 0.11% | −300−8.2% | Reduced |
| Ilex Capital Partners (UK) LLP | 3,407 | $1.33M | 0.04% | −4,200−55.2% | Reduced |
| Apollon Wealth Management, LLC | 3,421 | $1.33M | 0.03% | +806+30.8% | Added |
| Csenge Advisory Group | 3,471 | $1.33M | 0.07% | −26−0.7% | Reduced |
| Merit Financial Group, LLC | 3,441 | $1.34M | 0.01% | −2,952−46.2% | Reduced |
| Pinnacle Associates Ltd | 3,452 | $1.34M | 0.02% | +508+17.3% | Added |
| Dorsey & Whitney Trust CO LLC | 3,488 | $1.36M | 0.07% | −102−2.8% | Reduced |
| Cypress Advisory Group LLC | 3,489 | $1.36M | 1.05% | −28−0.8% | Reduced |
| Foundations Investment Advisors, LLC | 3,499 | $1.36M | 0.02% | −608−14.8% | Reduced |
| Intact Investment Management Inc. | 3,500 | $1.36M | 0.05% | −250−6.7% | Reduced |
| Cumberland Partners Ltd | 3,500 | $1.36M | 0.09% | +3,500 | New |
| Independent Advisor Alliance | 3,507 | $1.36M | 0.04% | −45−1.3% | Reduced |
| Sapient Capital LLC | 3,509 | $1.36M | 0.02% | −71−2.0% | Reduced |
| Kornitzer Capital Management Inc | 3,515 | $1.37M | 0.03% | +5+0.1% | Added |
| Peoples Bank | 3,529 | $1.37M | 0.92% | −160−4.3% | Reduced |
| Rehmann Capital Advisory Group | 3,532 | $1.37M | 0.08% | +69+2.0% | Added |