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 |
|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | 35,182 | $13.7M | 0.10% | +1,800+5.4% | Added |
| Modera Wealth Management, LLC | 34,999 | $13.6M | 0.17% | +11,220+47.2% | Added |
| Lawson Kroeker Investment Management Inc | 34,606 | $13.5M | 2.50% | +800+2.4% | Added |
| New York Life Investment Management LLC | 34,490 | $13.4M | 0.13% | −602−1.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 34,356 | $13.4M | 0.12% | +464+1.4% | Added |
| Vestcor Inc | 34,174 | $13.3M | 0.40% | +20,400+148.1% | Added |
| Eagle Global Advisors LLC | 34,012 | $13.2M | 0.54% | −19,236−36.1% | Reduced |
| Summit Street Capital Management, LLC | 33,910 | $13.2M | 2.18% | −6,663−16.4% | Reduced |
| J. Safra Sarasin Holding AG | 33,564 | $13.1M | 0.23% | +13,804+69.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 33,536 | $13.0M | 0.60% | +5,500+19.6% | Added |
| Pathstone Holdings, LLC | 33,316 | $13.0M | 0.05% | −1,161−3.4% | Reduced |
| Washington Trust Bank | 32,507 | $12.6M | 1.06% | +1,569+5.1% | Added |
| Trillium Asset Management, LLC | 32,344 | $12.6M | 0.34% | −679−2.1% | Reduced |
| GCM Grosvenor Holdings, LLC | 32,163 | $12.5M | 1.79% | −3,030−8.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,056 | $12.5M | 0.11% | +2,001+6.7% | Added |
| Prudential PLC | 32,010 | $12.5M | 0.08% | −4,795−13.0% | Reduced |
| Smith, Salley & Associates | 31,626 | $12.3M | 0.71% | +977+3.2% | Added |
| Geneos Wealth Management Inc. | 31,360 | $12.2M | 0.30% | +7,098+29.3% | Added |
| Grafton Street Partners Fund, LP | 31,215 | $12.1M | 7.67% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 34,319 | $11.9M | 0.32% | +465+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 30,568 | $11.9M | 0.08% | −1,550−4.8% | Reduced |
| Advisors Asset Management, Inc. | 30,402 | $11.8M | 0.21% | +6,603+27.7% | Added |
| ING Groep NV | 29,729 | $11.6M | 0.07% | +115+0.4% | Added |
| Bank of Nova Scotia | 29,678 | $11.5M | 0.02% | −8,312−21.9% | Reduced |
| Engineers Gate Manager LP | 29,532 | $11.5M | 0.14% | +13,650+85.9% | Added |
| Public Employees Retirement Association of Colorado | 29,450 | $11.5M | 0.04% | −317−1.1% | Reduced |
| Investment Management Corp of Ontario | 29,386 | $11.4M | 0.17% | +10,875+58.7% | Added |
| Elo Mutual Pension Insurance Co | 29,196 | $11.4M | 0.23% | −1,576−5.1% | Reduced |
| Gabelli Funds LLC | 29,000 | $11.3M | 0.08% | −1,000−3.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,968 | $11.3M | 0.03% | −4,336−13.0% | Reduced |
| Greatmark Investment Partners, Inc. | 28,650 | $11.1M | 1.40% | +2,568+9.8% | Added |
| CIBC World Markets Corp | 28,450 | $11.1M | 0.07% | +475+1.7% | Added |
| Dana Investment Advisors, Inc. | 28,385 | $11.0M | 0.37% | +594+2.1% | Added |
| Nissay Asset Management Corp | 28,291 | $11.0M | 0.06% | −555−1.9% | Reduced |
| Intech Investment Management LLC | 27,790 | $10.8M | 0.10% | +3,047+12.3% | Added |
| Impax Asset Management Group plc | 27,530 | $10.7M | 0.06% | −1,140−4.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,477 | $10.7M | 0.10% | +5,073+22.6% | Added |
| Pensionmark Financial Group, LLC | 27,434 | $10.7M | 0.24% | +3,988+17.0% | Added |
| Banque Pictet & Cie SA | 27,254 | $10.6M | 0.11% | −249−0.9% | Reduced |
| Channing Capital Management, LLC | 27,188 | $10.6M | 0.29% | +2,557+10.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 27,185 | $10.6M | 0.04% | −52−0.2% | Reduced |
| Cna Financial Corp | 27,000 | $10.5M | 5.39% | +4,000+17.4% | Added |
| Cornerstone Advisors, LLC | 27,000 | $10.5M | 0.36% | +15,100+126.9% | Added |
| Lowe Brockenbrough & Co Inc | 26,803 | $10.4M | 0.59% | +650+2.5% | Added |
| Federated Hermes, Inc. | 26,602 | $10.3M | 0.02% | −1,872−6.6% | Reduced |
| Firetrail Investments Pty Ltd | 26,560 | $10.3M | 2.69% | −744−2.7% | Reduced |
| Spears Abacus Advisors LLC | 26,404 | $10.3M | 0.21% | +176+0.7% | Added |
| Ci Investments Inc. | 26,387 | $10.3M | 0.04% | +8,187+45.0% | Added |
| Loomis Sayles & Co L P | 26,324 | $10.2M | 0.01% | +4,636+21.4% | Added |
| Mutual of America Capital Management LLC | 25,960 | $10.1M | 0.11% | −1,070−4.0% | Reduced |
| Unison Asset Management LLC | 25,921 | $10.1M | 5.08% | +354+1.4% | Added |
| First Citizens Bank & Trust Co | 25,878 | $10.1M | 0.18% | +2,956+12.9% | Added |
| ASR Vermogensbeheer N.V. | 25,688 | $9.99M | 0.13% | −198−0.8% | Reduced |
| M&T Bank Corp | 25,420 | $9.89M | 0.03% | −1,962−7.2% | Reduced |
| 683 Capital Management, LLC | 25,000 | $9.72M | 0.99% | −2,000−7.4% | Reduced |
| Rheos Capital Works Inc. | 25,000 | $9.72M | 0.56% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 24,806 | $9.65M | 0.02% | +3,569+16.8% | Added |
| Creative Planning | 24,438 | $9.51M | 0.01% | −6,477−21.0% | Reduced |
| Kingsview Wealth Management, LLC | 24,423 | $9.50M | 0.16% | −109−0.4% | Reduced |
| Rafferty Asset Management, LLC | 23,882 | $9.29M | 0.03% | +2,409+11.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 23,547 | $9.16M | 0.22% | +22,745+2,836.0% | Added |
| ProVise Management Group, LLC | 23,524 | $9.15M | 0.72% | +3,277+16.2% | Added |
| Punch & Associates Investment Management, Inc. | 23,163 | $9.01M | 0.55% | +930+4.2% | Added |
| Scotia Capital Inc. | 22,812 | $8.87M | 0.04% | +1,202+5.6% | Added |
| Allspring Global Investments Holdings, LLC | 22,301 | $8.83M | 0.01% | −12,958−36.8% | Reduced |
| Mediolanum International Funds Ltd | 23,057 | $8.80M | 0.11% | +15,535+206.5% | Added |
| Liontrust Investment Partners LLP | 22,510 | $8.76M | 0.13% | −7,272−24.4% | Reduced |
| Generali Asset Management SPA SGR | 22,477 | $8.74M | 0.20% | −2,790−11.0% | Reduced |
| Colony Group, LLC | 22,439 | $8.73M | 0.02% | −70.0% | Reduced |
| ExodusPoint Capital Management, LP | 22,440 | $8.73M | 0.11% | +22,440 | New |
| North Growth Management Ltd. | 22,000 | $8.64M | 1.62% | −6,000−21.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,981 | $8.55M | 0.07% | +2,606+13.5% | Added |
| Nixon Peabody Trust Co | 21,901 | $8.52M | 0.66% | +96+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 21,845 | $8.50M | 0.11% | +854+4.1% | Added |
| HB Wealth Management, LLC | 21,747 | $8.46M | 0.07% | +1,629+8.1% | Added |
| Fisher Funds Management LTD | 21,492 | $8.36M | 0.20% | −2,387−10.0% | Reduced |
| Verdence Capital Advisors LLC | 21,213 | $8.25M | 0.56% | +790+3.9% | Added |
| Boston Private Wealth LLC | 20,865 | $8.12M | 0.43% | −5,266−20.2% | Reduced |
| Kames Capital plc | 20,429 | $7.95M | 0.10% | −3,887−16.0% | Reduced |
| Principal Securities, Inc. | 20,335 | $7.91M | 0.15% | +1,961+10.7% | Added |
| Archon Partners LLC | 20,000 | $7.78M | 0.90% | −30,000−60.0% | Reduced |
| Toroso Investments, LLC | 19,885 | $7.73M | 0.05% | +49+0.2% | Added |
| NEOS Investment Management LLC | 19,870 | $7.73M | 0.10% | +6,183+45.2% | Added |
| Avantax Advisory Services, Inc. | 19,752 | $7.68M | 0.04% | +1,694+9.4% | Added |
| Oregon Public Employees Retirement Fund | 19,489 | $7.58M | 0.13% | −400−2.0% | Reduced |
| Moran Wealth Management, LLC | 19,432 | $7.56M | 0.23% | +19,432 | New |
| Atria Investments LLC | 19,276 | $7.50M | 0.09% | +3,703+23.8% | Added |
| Callodine Capital Management, LP | 19,000 | $7.39M | 0.77% | +19,000 | New |
| Pacer Advisors, Inc. | 18,998 | $7.39M | 0.02% | +7,121+60.0% | Added |
| Eversept Partners, LP | 18,962 | $7.38M | 0.74% | +3,264+20.8% | Added |
| Fifth Third Bancorp | 18,936 | $7.37M | 0.03% | +2,329+14.0% | Added |
| Sector Gamma AS | 18,779 | $7.30M | 2.39% | −10,000−34.7% | Reduced |
| Brinker Capital Investments, LLC | 18,526 | $7.21M | 0.06% | +107+0.6% | Added |
| Argent Trust Co | 18,480 | $7.19M | 0.27% | +2,361+14.6% | Added |
| Van Den Berg Management I, Inc | 18,470 | $7.18M | 2.04% | +1,261+7.3% | Added |
| Unisphere Establishment | 18,300 | $7.12M | 0.06% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 18,159 | $7.06M | 0.06% | +261+1.5% | Added |
| Van Eck Associates Corp | 18,032 | $7.01M | 0.01% | −335−1.8% | Reduced |
| Northwest & Ethical Investments L.P. | 17,853 | $6.94M | 0.17% | +2,265+14.5% | Added |
| Barlow Wealth Partners, Inc. | 19,670 | $6.89M | 0.82% | +17,390+762.7% | Added |