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 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 9,061 | $3.46M | 0.35% | −97−1.1% | Reduced |
| Bokf, NA | 8,882 | $3.45M | 0.06% | +772+9.5% | Added |
| Ieq Capital, LLC | 8,825 | $3.43M | 0.02% | −20,366−69.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,733 | $3.40M | 0.17% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,708 | $3.39M | 0.03% | −1,241−12.5% | Reduced |
| Groupama Asset Managment | 8,797 | $3.36M | 0.06% | +953+12.1% | Added |
| BDF-Gestion | 8,596 | $3.34M | 0.38% | −938−9.8% | Reduced |
| Omers Administration Corp | 8,572 | $3.33M | 0.03% | −179,661−95.4% | Reduced |
| Eagle Rock Investment Company, LLC | 8,558 | $3.33M | 0.53% | +355+4.3% | Added |
| Allen Capital Group, LLC | 8,368 | $3.25M | 0.34% | +639+8.3% | Added |
| Benedict Financial Advisors Inc | 8,365 | $3.25M | 0.74% | +86+1.0% | Added |
| Stanley-Laman Group, Ltd. | 8,302 | $3.23M | 0.48% | −653−7.3% | Reduced |
| Banco Santander, S.A. | 8,289 | $3.22M | 0.03% | −28,233−77.3% | Reduced |
| New Age Alpha Advisors, LLC | 8,268 | $3.22M | 0.14% | −2,179−20.9% | Reduced |
| Cary Street Partners Financial LLC | 8,194 | $3.19M | 0.09% | +157+2.0% | Added |
| Peapack Gladstone Financial Corp | 8,043 | $3.13M | 0.04% | −275−3.3% | Reduced |
| BKD Wealth Advisors, LLC | 8,036 | $3.13M | 0.07% | +47+0.6% | Added |
| Dynamic Advisor Solutions LLC | 8,034 | $3.12M | 0.10% | +817+11.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.11M | 0.66% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7,979 | $3.10M | 0.10% | −38,793−82.9% | Reduced |
| Equitable Trust Co | 7,943 | $3.09M | 0.15% | +1,491+23.1% | Added |
| Clearstead Advisors, LLC | 7,931 | $3.08M | 0.04% | −473−5.6% | Reduced |
| Arnhold LLC | 7,899 | $3.07M | 0.28% | 00.0% | Unchanged |
| LMR Partners LLP | 7,887 | $3.07M | 0.05% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 7,840 | $3.05M | 0.65% | +506+6.9% | Added |
| Synovus Financial Corp | 7,703 | $3.00M | 0.04% | −251−3.2% | Reduced |
| MAI Capital Management | 7,579 | $2.95M | 0.02% | −109−1.4% | Reduced |
| Tandem Capital Management Corp | 7,531 | $2.93M | 1.48% | −17−0.2% | Reduced |
| Radnor Capital Management, LLC | 7,530 | $2.93M | 0.47% | −90−1.2% | Reduced |
| Fulcrum Asset Management LLP | 7,510 | $2.92M | 0.83% | +7,510 | New |
| Kestra Private Wealth Services, LLC | 7,443 | $2.90M | 0.04% | +771+11.6% | Added |
| Pinkerton Retirement Specialists, LLC | 7,439 | $2.89M | 0.35% | +546+7.9% | Added |
| Everence Capital Management Inc | 7,380 | $2.87M | 0.18% | −660−8.2% | Reduced |
| Unison Advisors LLC | 7,328 | $2.85M | 0.32% | +28+0.4% | Added |
| Kingswood Wealth Advisors, LLC | 7,245 | $2.82M | 0.22% | −175−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,208 | $2.80M | 0.04% | −169−2.3% | Reduced |
| Family Legacy, Inc. | 7,159 | $2.78M | 0.91% | +202+2.9% | Added |
| Toth Financial Advisory Corp | 7,150 | $2.78M | 0.32% | +2,194+44.3% | Added |
| CWM, LLC | 7,126 | $2.77M | 0.01% | −6,616−48.1% | Reduced |
| Resources Investment Advisors, LLC. | 7,027 | $2.73M | 0.03% | −641−8.4% | Reduced |
| RDA Financial Network | 7,024 | $2.73M | 0.74% | +558+8.6% | Added |
| Tokio Marine Asset Management Co Ltd | 6,986 | $2.72M | 0.10% | +470+7.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,933 | $2.69M | 0.02% | −2,720−28.2% | Reduced |
| Community Bank, N.A. | 6,917 | $2.69M | 0.35% | +491+7.6% | Added |
| Hancock Whitney Corp | 6,905 | $2.69M | 0.05% | +4,920+247.9% | Added |
| Bull Street Advisors, LLC | 6,901 | $2.68M | 1.29% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,880 | $2.68M | 0.02% | +163+2.4% | Added |
| Anchor Investment Management, LLC | 6,878 | $2.68M | 0.23% | +388+6.0% | Added |
| Earnest Partners LLC | 6,873 | $2.67M | 0.01% | +225+3.4% | Added |
| Round Rock Advisors, LLC | 6,806 | $2.65M | 0.46% | −9−0.1% | Reduced |
| Tiaa Trust, National Association | 6,796 | $2.64M | 0.01% | −713−9.5% | Reduced |
| Edmp, Inc. | 6,785 | $2.64M | 2.25% | −161−2.3% | Reduced |
| Vinva Investment Management Ltd | 6,778 | $2.59M | 0.07% | −4,655−40.7% | Reduced |
| Maia Wealth LLC | 6,571 | $2.56M | 0.49% | −194−2.9% | Reduced |
| Pacific Capital Partners Ltd | 6,500 | $2.53M | 2.37% | −6,000−48.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,492 | $2.53M | 0.29% | +709+12.3% | Added |
| TD Waterhouse Canada Inc. | 5,652 | $2.52M | 0.02% | −15,642−73.5% | Reduced |
| Vontobel Holding Ltd. | 6,480 | $2.52M | 0.01% | −732−10.1% | Reduced |
| AIA Group Ltd | 6,470 | $2.52M | 0.05% | −3,219−33.2% | Reduced |
| Horizon Investments, LLC | 6,336 | $2.46M | 0.04% | +2,315+57.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,325 | $2.46M | 0.17% | −439−6.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 6,285 | $2.44M | 0.04% | −24,345−79.5% | Reduced |
| Tower Research Capital LLC (TRC) | 6,278 | $2.44M | 0.07% | −4,609−42.3% | Reduced |
| Old National Bancorp | 6,267 | $2.44M | 0.04% | +1,939+44.8% | Added |
| Cresset Asset Management, LLC | 6,261 | $2.44M | 0.01% | −2,475−28.3% | Reduced |
| Blair William & Co | 6,260 | $2.43M | 0.01% | +180+3.0% | Added |
| Strategy Asset Managers LLC | 6,232 | $2.42M | 0.45% | +374+6.4% | Added |
| Burney Co | 6,173 | $2.40M | 0.08% | −346−5.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,161 | $2.40M | 0.67% | −180−2.8% | Reduced |
| Paralel Advisors LLC | 6,143 | $2.39M | 0.10% | +1,300+26.8% | Added |
| Coastline Trust Co | 6,129 | $2.38M | 0.27% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 6,002 | $2.33M | 0.43% | −10.0% | Reduced |
| GLOBALT Investments LLC | 5,983 | $2.33M | 0.09% | −323−5.1% | Reduced |
| Greenup Street Wealth Management LLC | 5,960 | $2.32M | 0.40% | +161+2.8% | Added |
| Greenleaf Trust | 5,960 | $2.32M | 0.02% | −906−13.2% | Reduced |
| Warren Averett Asset Management, LLC | 5,931 | $2.31M | 0.03% | −298−4.8% | Reduced |
| Vise Technologies, Inc. | 5,895 | $2.29M | 0.09% | +5,895 | New |
| Fort Washington Investment Advisors Inc | 5,884 | $2.29M | 0.01% | +458+8.4% | Added |
| BLI - Banque de Luxembourg Investments | 6,000 | $2.29M | 0.07% | +6,000 | New |
| Lecap Asset Management Ltd | 5,831 | $2.27M | 0.80% | +3,684+171.6% | Added |
| Prana Capital Management, LP | 5,744 | $2.23M | 0.08% | +2,183+61.3% | Added |
| Simplicity Wealth,LLC | 5,566 | $2.16M | 0.09% | +2,144+62.7% | Added |
| Ami Investment Management Inc | 5,558 | $2.16M | 0.56% | +272+5.1% | Added |
| Stonebridge Capital Advisors LLC | 5,537 | $2.15M | 0.16% | +933+20.3% | Added |
| Oppenheimer & Co Inc | 5,522 | $2.15M | 0.03% | −222−3.9% | Reduced |
| Coldstream Capital Management Inc | 5,507 | $2.14M | 0.04% | +714+14.9% | Added |
| Wetherby Asset Management Inc | 5,505 | $2.14M | 0.10% | +5,505 | New |
| YHB Investment Advisors, Inc. | 5,470 | $2.13M | 0.16% | −75−1.4% | Reduced |
| Legato Capital Management LLC | 5,433 | $2.11M | 0.25% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,412 | $2.11M | 0.04% | +4,168+335.0% | Added |
| Versor Investments LP | 5,397 | $2.10M | 0.37% | +2,898+116.0% | Added |
| HF Advisory Group, LLC | 5,384 | $2.09M | 0.83% | −441−7.6% | Reduced |
| Johnson Investment Counsel Inc | 5,376 | $2.09M | 0.02% | −235−4.2% | Reduced |
| KCM Investment Advisors LLC | 5,351 | $2.08M | 0.07% | −142−2.6% | Reduced |
| Lido Advisors, LLC | 5,267 | $2.05M | 0.01% | +113+2.2% | Added |
| Ascent Group, LLC | 5,267 | $2.05M | 0.08% | −1,492−22.1% | Reduced |
| ISAM Funds (UK) Ltd | 5,262 | $2.05M | 0.45% | +2,972+129.8% | Added |
| Plato Investment Management Ltd | 5,227 | $2.03M | 0.15% | +4+0.1% | Added |
| Legacy Trust | 5,207 | $2.03M | 0.50% | +10+0.2% | Added |
| Los Angeles Capital Management LLC | 5,156 | $2.01M | 0.01% | +4,022+354.7% | Added |