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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Impact Investors, Inc | 1,640 | $638.1K | 0.45% | +63+4.0% | Added |
| Glenview Trust Co | 1,619 | $629.7K | 0.01% | +475+41.5% | Added |
| Private Trust Co NA | 1,614 | $627.7K | 0.06% | −16−1.0% | Reduced |
| Volterra Technologies LP | 1,613 | $627.4K | 0.85% | +1,613 | New |
| Midwest Trust Co | 1,611 | $626.6K | 0.01% | +1,611 | New |
| LRI Investments, LLC | 1,607 | $625.2K | 0.05% | −62−3.7% | Reduced |
| Wealth Alliance | 1,596 | $620.9K | 0.07% | +401+33.6% | Added |
| Plancorp, LLC | 1,596 | $620.8K | 0.02% | +21+1.3% | Added |
| Ellevest, Inc. | 1,590 | $618.4K | 0.10% | +97+6.5% | Added |
| Busey Wealth Management | 1,589 | $618.1K | 0.02% | +1+0.1% | Added |
| Sagespring Wealth Partners, LLC | 1,580 | $614.6K | 0.01% | +241+18.0% | Added |
| United Community Bank | 1,580 | $614.6K | 0.21% | −193−10.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,481 | $612.8K | 0.03% | +45+3.1% | Added |
| National Asset Management, Inc. | 1,574 | $612.1K | 0.03% | −1,093−41.0% | Reduced |
| Keystone Financial Group | 1,648 | $610.7K | 0.06% | −518−23.9% | Reduced |
| Silver Oak Securities, Inc | 1,565 | $608.8K | 0.05% | +262+20.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,565 | $608.7K | 0.00% | −3,299−67.8% | Reduced |
| Fullcircle Wealth LLC | 2,214 | $608.6K | 0.23% | +530+31.5% | Added |
| denkapparat Operations GmbH | 1,564 | $608.3K | 0.49% | +1,564 | New |
| Sage Mountain Advisors LLC | 1,563 | $607.9K | 0.04% | −26−1.6% | Reduced |
| LGT Group Foundation | 1,556 | $605.2K | 0.01% | −551−26.2% | Reduced |
| Thomasville National Bank | 1,555 | $604.8K | 0.04% | −5−0.3% | Reduced |
| Laurion Capital Management LP | 1,550 | $602.9K | 0.07% | +1,550 | New |
| Lebenthal Global Advisors, LLC | 1,545 | $600.9K | 0.11% | +238+18.2% | Added |
| MJP Associates Inc | 1,527 | $593.9K | 0.09% | +1,036+211.0% | Added |
| Kirtland Hills Capital Management, LLC | 1,526 | $593.5K | 0.27% | −198−11.5% | Reduced |
| Middleton & Co Inc | 1,525 | $593.2K | 0.07% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $587.7K | 0.95% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,507 | $586.3K | 0.01% | +11+0.7% | Added |
| Change Path, LLC | 1,503 | $584.6K | 0.02% | +175+13.2% | Added |
| Moloney Securities Asset Management, LLC | 1,501 | $583.8K | 0.07% | −208−12.2% | Reduced |
| CVFG LLC | 1,499 | $583.1K | 0.46% | +16+1.1% | Added |
| Perigon Wealth Management, LLC | 1,493 | $580.9K | 0.01% | −2,570−63.3% | Reduced |
| Keel Point, LLC | 1,489 | $579.3K | 0.04% | −14−0.9% | Reduced |
| Verus Financial Partners, Inc. | 1,667 | $577.4K | 0.06% | +1+0.1% | Added |
| Twin Capital Management Inc | 1,478 | $574.9K | 0.06% | −14−0.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,532 | $571.7K | 0.02% | +818+114.6% | Added |
| Fortress Private Ledger, LLC | 1,463 | $569.0K | 0.26% | +530+56.8% | Added |
| Perpetual Ltd | 1,462 | $568.7K | 0.01% | −95,172−98.5% | Reduced |
| St Germain D J Co Inc | 1,458 | $567.1K | 0.02% | +608+71.5% | Added |
| Sowell Financial Services LLC | 1,445 | $562.1K | 0.02% | −89−5.8% | Reduced |
| Donaldson Capital Management, LLC | 1,443 | $561.1K | 0.02% | +1+0.1% | Added |
| Axxcess Wealth Management, LLC | 1,436 | $558.5K | 0.01% | +305+27.0% | Added |
| Berkshire Asset Management LLC | 1,434 | $557.8K | 0.03% | −765−34.8% | Reduced |
| Burling Wealth Partners, LLC | 1,419 | $551.9K | 0.10% | −2,109−59.8% | Reduced |
| Clarius Group, LLC | 1,418 | $551.5K | 0.03% | −954−40.2% | Reduced |
| Citizens Financial Group Inc | 1,417 | $551.1K | 0.01% | −281−16.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,414 | $550.2K | 0.02% | +640+82.7% | Added |
| PFG Investments, LLC | 1,408 | $547.8K | 0.03% | +70+5.2% | Added |
| Global Trust Asset Management, LLC | 1,405 | $546.5K | 0.29% | −107−7.1% | Reduced |
| Shufro Rose & Co LLC | 1,250 | $543.7K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,381 | $537.2K | 0.23% | +1,025+287.9% | 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 |
| Kestra Investment Management, LLC | 1,296 | $531.0K | 0.01% | +709+120.8% | Added |
| Avantra Family Wealth, Inc. | 1,365 | $530.9K | 0.44% | −185−11.9% | Reduced |
| Taylor Hoffman Capital Management LLC | 1,360 | $529.0K | 0.18% | −30−2.2% | Reduced |
| Kapstone Financial Advisors LLC | 1,355 | $527.0K | 0.26% | −24−1.7% | Reduced |
| Humankind Investments LLC | 1,349 | $524.7K | 0.13% | −435−24.4% | Reduced |
| H&H Retirement Design & Management INC | 1,883 | $520.7K | 0.29% | +178+10.4% | Added |
| Drucker Wealth 3.0, LLC | 1,498 | $518.8K | 0.10% | −1,088−42.1% | Reduced |
| Goelzer Investment Management, Inc. | 1,332 | $518.3K | 0.03% | +508+61.7% | Added |
| Advisors Capital Management, LLC | 1,331 | $518.0K | 0.01% | +176+15.2% | Added |
| Defined Wealth Management, LLC | 1,331 | $517.7K | 0.32% | −21−1.6% | Reduced |
| Conning Inc. | 1,327 | $516.1K | 0.02% | −28−2.1% | Reduced |
| Horizon Bancorp Inc | 1,326 | $516.0K | 0.26% | −52−3.8% | Reduced |
| Confluence Wealth Services, Inc. | 1,325 | $515.4K | 0.03% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,316 | $512.1K | 0.07% | −16−1.2% | Reduced |
| Wealthspire Advisors, LLC | 1,313 | $510.7K | 0.00% | +712+118.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,311 | $510.1K | 0.02% | −1−0.1% | Reduced |
| Jacobi Capital Management LLC | 1,311 | $509.9K | 0.03% | +247+23.2% | Added |
| Salem Investment Counselors Inc | 1,311 | $509.9K | 0.02% | 00.0% | Unchanged |
| Finward Bancorp | 1,303 | $506.8K | 0.40% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,301 | $506.0K | 0.01% | +31+2.4% | Added |
| 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 |
| Fielder Capital Group LLC | 1,298 | $504.9K | 0.13% | −202−13.5% | Reduced |
| Buckingham Strategic Partners | 1,301 | $504.1K | 0.01% | −1,311−50.2% | Reduced |
| Lifeworks Advisors, LLC | 1,295 | $503.7K | 0.08% | +51+4.1% | Added |
| Sompo Asset Management Co., Ltd. | 1,290 | $501.8K | 0.09% | +70+5.7% | Added |
| Hurlow Wealth Management Group, Inc. | 1,288 | $501.0K | 0.14% | +1+0.1% | Added |
| L & S Advisors Inc | – | $500.0K | 0.05% | – | – |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,281 | $498.3K | 0.14% | +8+0.6% | Added |
| Colonial River Wealth Management, LLC | 1,436 | $496.6K | 0.21% | −12−0.8% | Reduced |
| Everhart Financial Group, Inc. | 1,273 | $495.1K | 0.06% | +82+6.9% | Added |
| Compass Wealth Management LLC | 1,268 | $493.2K | 0.12% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,268 | $493.2K | 0.05% | −1,206−48.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,267 | $492.7K | 0.10% | +82+6.9% | Added |
| Moss Adams Wealth Advisors LLC | 1,264 | $491.7K | 0.04% | +416+49.1% | Added |
| Oregon Pacific Wealth Management, LLC | 1,264 | $491.6K | 0.47% | −56−4.2% | Reduced |
| 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 |
| Prudent Man Advisors, LLC | 1,258 | $489.3K | 0.16% | +1+0.1% | Added |
| Strategic Financial Services, Inc, | 1,254 | $487.8K | 0.03% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,250 | $486.2K | 0.02% | −63−4.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,245 | $484.3K | 0.28% | −55−4.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,388 | $482.7K | 0.33% | +30+2.2% | Added |
| Evermay Wealth Management LLC | 1,237 | $481.1K | 0.06% | −58−4.5% | Reduced |
| Net Worth Advisory Group | 1,234 | $480.1K | 0.11% | −3−0.2% | Reduced |