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 |
|---|---|---|---|---|---|
| MASTERINVEST Kapitalanlage GmbH | 5,127 | $1.99M | 0.21% | +5,127 | New |
| Savant Capital, LLC | 5,119 | $1.99M | 0.01% | −414−7.5% | Reduced |
| Essex Financial Services, Inc. | 5,095 | $1.98M | 0.13% | −18−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 5,015 | $1.95M | 0.02% | +294+6.2% | Added |
| Keudell/Morrison Wealth Management | 5,013 | $1.95M | 0.43% | −82−1.6% | Reduced |
| MUFG Securities Americas Inc. | 5,007 | $1.95M | 0.17% | +901+21.9% | Added |
| Triglav Skladi, D.O.O. | 4,980 | $1.94M | 0.14% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 4,936 | $1.92M | 0.32% | −28−0.6% | Reduced |
| LMCG Investments, LLC | 4,915 | $1.91M | 0.12% | −2,057−29.5% | Reduced |
| Twin City Private Wealth, LLC | 4,906 | $1.91M | 1.56% | +928+23.3% | Added |
| APG Asset Management US Inc. | 4,792 | $1.90M | 0.01% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,867 | $1.89M | 0.45% | −215−4.2% | Reduced |
| Vestor Capital, LLC | 3,064 | $1.89M | 0.18% | +718+30.6% | Added |
| RSM US Wealth Management LLC | 4,863 | $1.89M | 0.03% | +610+14.3% | Added |
| D.A. Davidson & Co. | 4,857 | $1.89M | 0.01% | −612−11.2% | Reduced |
| Oak Associates, Ltd | 4,833 | $1.88M | 0.12% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,764 | $1.85M | 0.15% | +4,764 | New |
| Summit Trail Advisors, LLC | 4,741 | $1.84M | 0.03% | +4,741 | New |
| Sit Investment Associates Inc | 4,675 | $1.82M | 0.04% | +4,675 | New |
| Vista Investment Management | 4,673 | $1.82M | 0.67% | +28+0.6% | Added |
| EP Wealth Advisors, LLC | 4,667 | $1.82M | 0.01% | +1,159+33.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 4,654 | $1.81M | 1.73% | −39−0.8% | Reduced |
| Fiduciary Alliance LLC | 4,640 | $1.80M | 0.13% | +20.0% | Added |
| Unique Wealth Strategies, LLC | 4,620 | $1.80M | 0.75% | +170+3.8% | Added |
| Palouse Capital Management, Inc. | 4,615 | $1.80M | 1.18% | −56−1.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,559 | $1.77M | 0.02% | +48+1.1% | Added |
| Bragg Financial Advisors, Inc | 4,531 | $1.76M | 0.06% | +13+0.3% | Added |
| Callan Family Office, LLC | 4,505 | $1.75M | 0.06% | +2,490+123.6% | Added |
| Clearbridge Investments, LLC | 4,494 | $1.75M | 0.00% | −223−4.7% | Reduced |
| Bangor Savings Bank | 4,410 | $1.72M | 0.15% | −192−4.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 4,352 | $1.69M | 1.50% | +47+1.1% | Added |
| First Manhattan Co | 4,327 | $1.68M | 0.00% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4,305 | $1.67M | 0.30% | +314+7.9% | Added |
| Meeder Advisory Services, Inc. | 4,301 | $1.67M | 0.09% | −313−6.8% | Reduced |
| Intrust Bank NA | 4,248 | $1.65M | 0.15% | +209+5.2% | Added |
| WESPAC Advisors SoCal, LLC | 4,244 | $1.65M | 0.37% | +412+10.8% | Added |
| Channing Global Advisors, LLC | 4,243 | $1.65M | 1.06% | −6,069−58.9% | Reduced |
| Greenfield Savings Bank | 4,224 | $1.64M | 0.75% | −262−5.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,219 | $1.64M | 0.13% | +4,219 | New |
| Retirement Guys Formula LLC | 4,204 | $1.64M | 0.62% | +37+0.9% | Added |
| Granite Harbor Advisors, Inc. | 4,189 | $1.63M | 0.77% | −66−1.6% | Reduced |
| Cetera Trust Company, N.A | 4,181 | $1.63M | 0.97% | +80+2.0% | Added |
| Moody National Bank Trust Division | 4,171 | $1.62M | 0.15% | −382−8.4% | Reduced |
| Syon Capital LLC | 4,168 | $1.62M | 0.11% | −10−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,166 | $1.62M | 0.13% | −1,109−21.0% | Reduced |
| Uncommon Cents Investing LLC | 4,160 | $1.62M | 0.43% | +465+12.6% | Added |
| Tufton Capital Management | 4,124 | $1.60M | 0.30% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 4,115 | $1.60M | 0.01% | +4,115 | New |
| Allen Investment Management LLC | 4,098 | $1.59M | 0.02% | 00.0% | Unchanged |
| Crux Wealth Advisors | 4,088 | $1.59M | 0.68% | +1,374+50.6% | Added |
| Pensionfund Sabic | 4,050 | $1.57M | 0.45% | −300−6.9% | Reduced |
| Integrated Quantitative Investments LLC | 4,047 | $1.57M | 0.46% | +4,047 | New |
| Abc Arbitrage SA | 4,045 | $1.57M | 0.18% | +4,045 | New |
| Power Wealth Management LLC | 4,037 | $1.57M | 0.60% | −35−0.9% | Reduced |
| DSG Capital Advisors, LLC | 4,019 | $1.56M | 0.28% | +14+0.3% | Added |
| Wakefield Asset Management LLLP | 4,000 | $1.56M | 0.43% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,000 | $1.56M | 0.11% | +3,482+672.2% | Added |
| PKO Investment Management Joint-Stock Co | 4,000 | $1.56M | 0.17% | +400+11.1% | Added |
| Clear Harbor Asset Management, LLC | 3,999 | $1.56M | 0.12% | +27+0.7% | Added |
| Gluskin Sheff & Assoc Inc | 3,997 | $1.55M | 0.19% | −281−6.6% | Reduced |
| Beacon Pointe Advisors, LLC | 3,965 | $1.54M | 0.02% | −844−17.6% | Reduced |
| Copperleaf Capital, LLC | 3,962 | $1.54M | 0.78% | +90+2.3% | Added |
| Hofer & Associates. Inc | 3,959 | $1.54M | 0.96% | −369−8.5% | Reduced |
| Cape Investment Advisory, Inc. | 3,957 | $1.54M | 0.56% | +163+4.3% | Added |
| AMG National Trust Bank | 3,946 | $1.53M | 0.04% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,936 | $1.53M | 0.05% | −814−17.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,933 | $1.53M | 0.55% | +531+15.6% | Added |
| Global Retirement Partners, LLC | 3,933 | $1.53M | 0.04% | +3,933 | New |
| Cornercap Investment Counsel Inc | 3,925 | $1.53M | 0.80% | −84−2.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,925 | $1.53M | 0.06% | +27+0.7% | Added |
| Smith, Moore & Co. | 3,924 | $1.53M | 0.13% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 3,840 | $1.49M | 0.35% | +64+1.7% | Added |
| Alps Advisors Inc | 3,825 | $1.49M | 0.01% | −18−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 3,819 | $1.49M | 0.01% | +169+4.6% | Added |
| FRG Family Wealth Advisors LLC | 3,810 | $1.48M | 0.26% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,804 | $1.48M | 0.07% | +115+3.1% | Added |
| Hutchinson Financial Advisors, INC | 3,746 | $1.46M | 1.63% | +3,746 | New |
| Canada Post Corp Registered Pension Plan | 3,742 | $1.46M | 0.09% | +3,742 | New |
| DGS Capital Management, LLC | 3,676 | $1.43M | 0.30% | +943+34.5% | Added |
| Intellectus Partners, LLC | 3,661 | $1.42M | 0.31% | −199−5.2% | Reduced |
| Ramirez Asset Management, Inc. | 3,649 | $1.42M | 0.21% | +3,238+787.8% | Added |
| IMA Wealth, Inc. | 3,647 | $1.42M | 0.15% | +235+6.9% | Added |
| HighPoint Advisor Group LLC | 3,632 | $1.41M | 0.08% | +278+8.3% | Added |
| Valeo Financial Advisors, LLC | 3,623 | $1.41M | 0.03% | −493−12.0% | Reduced |
| Whalen Wealth Management Inc. | 3,618 | $1.41M | 0.88% | +2,554+240.0% | Added |
| Fundamentun, LLC | 3,608 | $1.40M | 0.06% | +1,009+38.8% | Added |
| China Universal Asset Management Co., Ltd. | 3,600 | $1.40M | 0.13% | −703−16.3% | Reduced |
| Frank, Rimerman Advisors LLC | 3,600 | $1.40M | 0.09% | −41−1.1% | Reduced |
| Integrated Advisors Network LLC | 3,591 | $1.40M | 0.06% | +71+2.0% | Added |
| T. Rowe Price Investment Management, Inc. | 3,588 | $1.40M | 0.00% | +1,267+54.6% | Added |
| Hardy Reed LLC | 3,576 | $1.39M | 0.11% | −2,285−39.0% | Reduced |
| Castleview Partners, LLC | 3,558 | $1.38M | 0.89% | +390+12.3% | Added |
| Perbak Capital Partners LLP | 3,549 | $1.38M | 0.31% | +3,549 | New |
| TD Private Client Wealth LLC | 3,548 | $1.38M | 0.03% | −487−12.1% | Reduced |
| Atlas Capital Advisors LLC | 3,541 | $1.38M | 0.17% | −123−3.4% | Reduced |
| Bryn Mawr Trust Co | 3,539 | $1.38M | 0.02% | −91−2.5% | Reduced |
| Rehmann Capital Advisory Group | 3,532 | $1.37M | 0.08% | +69+2.0% | Added |
| Peoples Bank | 3,529 | $1.37M | 0.92% | −160−4.3% | Reduced |
| Kornitzer Capital Management Inc | 3,515 | $1.37M | 0.03% | +5+0.1% | Added |
| Sapient Capital LLC | 3,509 | $1.36M | 0.02% | −71−2.0% | Reduced |