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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 1,229 | $478.0K | 0.07% | −148−10.7% | Reduced |
| Catalyst Financial Partners LLC | 1,228 | $477.6K | 0.05% | +199+19.3% | Added |
| Golden State Equity Partners | 1,226 | $476.9K | 0.09% | +208+20.4% | Added |
| Joel Isaacson & Co., LLC | 1,215 | $472.6K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 1,212 | $471.6K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,361 | $471.5K | 0.02% | −122−8.2% | Reduced |
| Ballentine Partners, LLC | 1,211 | $470.8K | 0.01% | −840−41.0% | Reduced |
| Daymark Wealth Partners, LLC | 1,203 | $467.9K | 0.02% | −389−24.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,203 | $467.8K | 0.01% | −281−18.9% | Reduced |
| 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 |
| Inceptionr LLC | 1,195 | $464.8K | 0.11% | +1,195 | New |
| Sound View Wealth Advisors Group, LLC | 1,194 | $464.4K | 0.03% | +6+0.5% | Added |
| Heritage Wealth Management, Inc. | 1,191 | $463.4K | 0.15% | −319−21.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,189 | $462.5K | 0.01% | −67−5.3% | Reduced |
| Meritage Portfolio Management | 1,186 | $461.3K | 0.03% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 1,183 | $460.2K | 0.18% | +18+1.5% | Added |
| CX Institutional | 1,183 | $460.0K | 0.02% | −303−20.4% | Reduced |
| Moneta Group Investment Advisors LLC | 1,171 | $455.6K | 0.01% | +92+8.5% | Added |
| Quent Capital, LLC | 1,171 | $455.3K | 0.04% | −109−8.5% | Reduced |
| AdvisorShares Investments LLC | 1,168 | $454.3K | 0.08% | +168+16.8% | Added |
| Gsa Capital Partners LLP | 1,164 | $453.0K | 0.03% | +1,164 | New |
| Monarch Capital Management Inc | 1,153 | $448.5K | 0.12% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,150 | $447.3K | 0.11% | −77−6.3% | Reduced |
| Venture Visionary Partners LLC | 1,146 | $445.8K | 0.02% | +509+79.9% | Added |
| Aspen Investment Management Inc | 1,143 | $445.0K | 0.19% | +95+9.1% | Added |
| Freestone Capital Holdings, LLC | 1,143 | $444.6K | 0.02% | +1,143 | New |
| Gryphon Financial Partners LLC | 1,141 | $443.7K | 0.06% | +24+2.1% | Added |
| Oxford Financial Group Ltd | 1,136 | $441.9K | 0.03% | −2−0.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,125 | $437.6K | 0.01% | −337−23.1% | Reduced |
| Cardiff Park Advisors, LLC | 1,118 | $434.9K | 0.04% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,110 | $431.8K | 0.04% | +1+0.1% | Added |
| Archford Capital Strategies, LLC | 1,109 | $431.4K | 0.06% | −312−22.0% | Reduced |
| Longfellow Investment Management Co LLC | 1,108 | $431.0K | 0.11% | +1,101+15,728.6% | Added |
| Sara-Bay Financial | 1,102 | $428.6K | 0.15% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,102 | $428.6K | 0.00% | −1,098−49.9% | Reduced |
| Evergreen Capital Management LLC | 1,101 | $428.2K | 0.01% | −117−9.6% | Reduced |
| J. W. Coons Advisors, LLC | 1,096 | $426.3K | 0.10% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,541 | $425.8K | 0.04% | −150−8.9% | Reduced |
| Miracle Mile Advisors, LLC | 1,090 | $423.8K | 0.01% | −216−16.5% | Reduced |
| Crestwood Advisors Group LLC | 1,090 | $423.8K | 0.01% | +38+3.6% | Added |
| Aaron Wealth Advisors | 1,087 | $422.8K | 0.04% | +434+66.5% | Added |
| Ashton Thomas Securities, LLC | 1,074 | $417.7K | 0.10% | +1,074 | New |
| Alta Advisers Ltd | 1,071 | $416.6K | 0.15% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,066 | $414.6K | 0.01% | −96−8.3% | Reduced |
| Centric Wealth Management | 1,403 | $412.5K | 0.10% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 1,055 | $410.4K | 0.10% | −13−1.2% | Reduced |
| Wealth Management Associates, Inc. | 1,053 | $409.6K | 0.16% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 1,048 | $407.6K | 0.13% | +86+8.9% | Added |
| Integrated Investment Consultants, LLC | 1,042 | $405.3K | 0.08% | −6−0.6% | Reduced |
| Regatta Capital Group, LLC | 1,041 | $405.0K | 0.07% | +30+3.0% | Added |
| Kelly Financial Group LLC | 1,040 | $404.5K | 0.12% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,040 | $404.5K | 0.03% | −108−9.4% | Reduced |
| Romano Brothers and Company | 1,036 | $403.0K | 0.05% | −1,080−51.0% | Reduced |
| Natural Investments, LLC | 1,030 | $400.0K | 0.10% | −281−21.4% | Reduced |
| Dahring | Cusmano LLC | 1,025 | $398.7K | 0.31% | +1+0.1% | Added |
| Bell Investment Advisors, Inc | 1,019 | $396.2K | 0.07% | +29+2.9% | Added |
| Aspire Private Capital, LLC | 1,017 | $395.4K | 0.09% | +369+56.9% | Added |
| ICW Investment Advisors LLC | 1,015 | $394.9K | 0.16% | −1−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 1,014 | $394.5K | 0.02% | −1,029−50.4% | Reduced |
| Creekmur Asset Management LLC | 1,004 | $390.7K | 0.07% | +36+3.7% | Added |
| Adams Wealth Management | 1,001 | $389.2K | 0.07% | 00.0% | Unchanged |
| CacheTech Inc. | 1,001 | $389.2K | 0.07% | 00.0% | Unchanged |
| LM Advisors LLC | 1,000 | $389.0K | 0.05% | −5−0.5% | Reduced |
| Kuhn & Co Investment Counsel | 1,000 | $389.0K | 0.29% | 00.0% | Unchanged |
| Blossom Wealth Management | 999 | $388.6K | 0.69% | +457+84.3% | Added |
| Mesirow Financial Investment Management, Inc. | 989 | $385.3K | 0.01% | +224+29.3% | Added |
| First Western Trust Bank | 988 | $384.3K | 0.02% | −33−3.2% | Reduced |
| Resonant Capital Advisors, LLC | 983 | $382.3K | 0.02% | +423+75.5% | Added |
| Everett Harris & Co | 982 | $382.0K | 0.00% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 979 | $380.9K | 0.06% | +125+14.6% | Added |
| Farmers Trust Co | 975 | $379.2K | 0.07% | 00.0% | Unchanged |
| First Financial Corp | 971 | $377.7K | 0.17% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 971 | $377.7K | 0.05% | +25+2.6% | Added |
| Octavia Wealth Advisors, LLC | 969 | $376.9K | 0.04% | −81−7.7% | Reduced |
| First Financial Bank - Trust Division | 962 | $374.2K | 0.03% | −51−5.0% | Reduced |
| Accredited Investors Inc. | 953 | $370.7K | 0.02% | −183−16.1% | Reduced |
| Systematic Alpha Investments, LLC | 947 | $368.3K | 0.01% | 00.0% | Unchanged |
| Wealthquest Corp | 935 | $363.7K | 0.03% | −10−1.1% | Reduced |
| Occudo Quantitative Strategies LP | 934 | $363.3K | 0.04% | +934 | New |
| Brass Tax Wealth Management, Inc | 933 | $362.8K | 0.07% | −4−0.4% | Reduced |
| Cypress Wealth Services, LLC | 931 | $362.3K | 0.06% | −38−3.9% | Reduced |
| Pictet & Cie (Europe) SA | 929 | $361.3K | 0.01% | +304+48.6% | Added |
| Capital Investment Advisory Services, LLC | 928 | $361.1K | 0.03% | −67−6.7% | 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 |
| Farmers & Merchants Trust Co of Chambersburg PA | 923 | $359.0K | 0.11% | −85−8.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 922 | $358.6K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 920 | $357.8K | 0.05% | +172+23.0% | Added |
| Campion Asset Management LLC | 915 | $355.9K | 0.27% | −20−2.1% | Reduced |
| Wealth Advisory Solutions, LLC | 907 | $352.8K | 0.09% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 905 | $352.4K | 0.14% | −39−4.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 906 | $352.0K | 0.14% | −71−7.3% | Reduced |
| Disciplined Investors, L.L.C. | 904 | $351.8K | 0.27% | −1−0.1% | Reduced |
| Basepoint Wealth LLC | 902 | $350.8K | 0.27% | −13−1.4% | Reduced |
| Horan Securities, Inc. | 901 | $350.5K | 0.12% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 900 | $350.1K | 0.01% | +59+7.0% | Added |
| LSV Asset Management | 900 | $350.0K | 0.00% | −40−4.3% | Reduced |
| Stableford Capital II LLC | 1,205 | $348.4K | 0.13% | −3,051−71.7% | Reduced |
| First Foundation Advisors | 893 | $347.3K | 0.01% | −159−15.1% | Reduced |