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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 3,507 | $1.36M | 0.04% | −45−1.3% | Reduced |
| Intact Investment Management Inc. | 3,500 | $1.36M | 0.05% | −250−6.7% | Reduced |
| Cumberland Partners Ltd | 3,500 | $1.36M | 0.09% | +3,500 | New |
| Foundations Investment Advisors, LLC | 3,499 | $1.36M | 0.02% | −608−14.8% | Reduced |
| Cypress Advisory Group LLC | 3,489 | $1.36M | 1.05% | −28−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,488 | $1.36M | 0.07% | −102−2.8% | Reduced |
| Pinnacle Associates Ltd | 3,452 | $1.34M | 0.02% | +508+17.3% | Added |
| Merit Financial Group, LLC | 3,441 | $1.34M | 0.01% | −2,952−46.2% | Reduced |
| Csenge Advisory Group | 3,471 | $1.33M | 0.07% | −26−0.7% | Reduced |
| Apollon Wealth Management, LLC | 3,421 | $1.33M | 0.03% | +806+30.8% | Added |
| Ilex Capital Partners (UK) LLP | 3,407 | $1.33M | 0.04% | −4,200−55.2% | Reduced |
| Narwhal Capital Management | 3,375 | $1.31M | 0.11% | −300−8.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,365 | $1.31M | 0.24% | 00.0% | Unchanged |
| Inkwell Capital LLC | 3,336 | $1.30M | 1.39% | −40−1.2% | Reduced |
| Mission Wealth Management, LP | 3,281 | $1.28M | 0.03% | +71+2.2% | Added |
| Great Valley Advisor Group, Inc. | 3,229 | $1.26M | 0.03% | −260−7.5% | Reduced |
| Leavell Investment Management, Inc. | 3,223 | $1.25M | 0.06% | +110+3.5% | Added |
| Bailard, Inc. | 3,214 | $1.25M | 0.03% | +1,421+79.3% | Added |
| Todd Asset Management LLC | 3,182 | $1.24M | 0.03% | 00.0% | Unchanged |
| Sentry LLC | 3,169 | $1.23M | 0.25% | −20−0.6% | Reduced |
| Knollwood Investment Advisory, LLC | 3,164 | $1.23M | 0.12% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,163 | $1.23M | 0.15% | +551+21.1% | Added |
| Edgestream Partners, L.P. | 3,154 | $1.23M | 0.03% | +3,154 | New |
| Wealth Architects, LLC | 3,143 | $1.22M | 0.12% | −14−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 3,141 | $1.22M | 0.02% | +425+15.6% | Added |
| Johnson Financial Group, Inc. | 3,139 | $1.22M | 0.05% | +3,139 | New |
| Flputnam Investment Management Co | 3,129 | $1.22M | 0.02% | −587−15.8% | Reduced |
| Allworth Financial LP | 3,128 | $1.22M | 0.01% | −777−19.9% | Reduced |
| Guardian Partners Inc. | 3,512 | $1.22M | 0.11% | −2,434−40.9% | Reduced |
| Haverford Trust Co | 3,115 | $1.21M | 0.01% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 3,092 | $1.20M | 0.19% | +2,609+540.2% | Added |
| Semmax Financial Advisors Inc. | 4,073 | $1.20M | 0.31% | −1,887−31.7% | Reduced |
| Ritholtz Wealth Management | 3,024 | $1.18M | 0.03% | −59−1.9% | Reduced |
| Brighton Jones LLC | 3,023 | $1.18M | 0.03% | −154−4.8% | Reduced |
| Arkadios Wealth Advisors | 3,021 | $1.17M | 0.04% | +1,089+56.4% | Added |
| AE Wealth Management LLC | 3,008 | $1.17M | 0.01% | −587−16.3% | Reduced |
| Wealthcare Advisory Partners LLC | 3,006 | $1.17M | 0.03% | +67+2.3% | Added |
| Syntax Research, Inc. | 3,000 | $1.17M | 0.83% | +3,000 | New |
| Ashton Thomas Private Wealth, LLC | 2,987 | $1.16M | 0.04% | +2,987 | New |
| Commerzbank Aktiengesellschaft | 2,960 | $1.15M | 0.03% | −29−1.0% | Reduced |
| PEAK6 LLC | 2,955 | $1.15M | 0.04% | −21,768−88.0% | Reduced |
| Mirabella Financial Services LLP | 2,935 | $1.15M | 0.12% | −7,033−70.6% | Reduced |
| GAMMA Investing LLC | 2,945 | $1.15M | 0.07% | −445−13.1% | Reduced |
| Forum Financial Management, LP | 2,938 | $1.14M | 0.02% | +82+2.9% | Added |
| Checchi Capital Advisers, LLC | 2,931 | $1.14M | 0.08% | +194+7.1% | Added |
| Pinnacle Financial Partners Inc | 2,927 | $1.14M | 0.02% | −5−0.2% | Reduced |
| Empower Advisory Group, LLC | 2,902 | $1.13M | 0.00% | −173−5.6% | Reduced |
| Profund Advisors LLC | 2,884 | $1.12M | 0.04% | −288−9.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,876 | $1.12M | 0.04% | +126+4.6% | Added |
| Cidel Asset Management Inc | 2,871 | $1.12M | 0.07% | +286+11.1% | Added |
| Snowden Capital Advisors LLC | 2,856 | $1.11M | 0.03% | +10.0% | Added |
| Institute for Wealth Management, LLC. | 2,855 | $1.11M | 0.12% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,838 | $1.10M | 0.39% | −2−0.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,818 | $1.10M | 0.13% | −57−2.0% | Reduced |
| Roberts Glore & Co Inc | 2,809 | $1.09M | 0.32% | +484+20.8% | Added |
| Heritage Wealth Advisors | 2,793 | $1.09M | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,833 | $1.09M | 0.02% | +1,556+68.3% | Added |
| Quadrant Capital Group LLC | 2,769 | $1.08M | 0.04% | −948−25.5% | Reduced |
| Applied Finance Capital Management, LLC | 2,756 | $1.07M | 0.07% | −481−14.9% | Reduced |
| We Are One Seven, LLC | 2,755 | $1.07M | 0.03% | +53+2.0% | Added |
| Pure Financial Advisors, Inc. | 2,749 | $1.07M | 0.02% | +776+39.3% | Added |
| Walleye Trading LLC | 2,735 | $1.06M | 0.03% | −7,764−73.9% | Reduced |
| CSS LLC | 2,730 | $1.06M | 0.07% | −100−3.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,705 | $1.05M | 0.24% | +2,582+2,099.2% | Added |
| Trust Asset Management LLC | 2,690 | $1.05M | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,676 | $1.04M | 0.02% | −134−4.8% | Reduced |
| VELA Investment Management, LLC | 2,674 | $1.04M | 0.31% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,662 | $1.04M | 0.10% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,648 | $1.03M | 0.07% | +595+29.0% | Added |
| Signature Estate & Investment Advisors LLC | 2,644 | $1.03M | 0.02% | −4−0.2% | Reduced |
| Catalytic Wealth RIA, LLC | 2,635 | $1.02M | 0.08% | +2,007+319.6% | Added |
| Tema ETFs LLC | 2,631 | $1.02M | 0.27% | +2,631 | New |
| Searle & Co. | 2,606 | $1.01M | 0.29% | 00.0% | Unchanged |
| Hickory Asset Management, Inc. | 2,603 | $1.01M | 0.84% | +50+2.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $1.01M | 0.08% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,599 | $1.01M | 0.08% | +1,610+162.8% | Added |
| Insight Inv LLC | 2,568 | $998.8K | 0.67% | +10.0% | Added |
| Souders Financial Advisors | 2,534 | $985.5K | 0.13% | −604−19.2% | Reduced |
| Axecap Investments, LLC | 2,525 | $982.1K | 0.64% | −75−2.9% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 2,512 | $977.1K | 0.74% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,499 | $972.0K | 0.06% | +26+1.1% | Added |
| Caisse des Depots Et Consignations | 2,485 | $966.6K | 0.04% | −854−25.6% | Reduced |
| Money Concepts Capital Corp | 2,480 | $964.5K | 0.06% | +297+13.6% | Added |
| Wedbush Securities Inc | 2,467 | $960.0K | 0.03% | −153−5.8% | Reduced |
| Regions Financial Corp | 2,465 | $958.8K | 0.01% | −99−3.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,461 | $957.3K | 0.04% | +764+45.0% | Added |
| J.W. Cole Advisors, Inc. | 2,457 | $955.8K | 0.02% | +656+36.4% | Added |
| Signaturefd, LLC | 2,447 | $952.0K | 0.02% | −479−16.4% | Reduced |
| Smithbridge Asset Management Inc | 2,441 | $949.5K | 0.17% | −186−7.1% | Reduced |
| Kennedy Capital Management, Inc. | 2,438 | $948.3K | 0.02% | −7,465−75.4% | Reduced |
| SummitTX Capital, L.P. | 2,426 | $943.6K | 0.04% | +2,426 | New |
| PDS Planning, Inc | 2,423 | $942.5K | 0.07% | +414+20.6% | Added |
| Patton Albertson Miller Group, LLC | 2,415 | $939.3K | 0.12% | +5+0.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,391 | $930.0K | 0.05% | −1,804−43.0% | Reduced |
| Trueblood Wealth Management, LLC | 2,363 | $919.1K | 0.38% | −10.0% | Reduced |
| Fiduciary Trust Co | 2,358 | $917.2K | 0.01% | +262+12.5% | Added |
| Matisse Capital | 2,350 | $914.1K | 0.43% | 00.0% | Unchanged |
| Shelton Capital Management | 2,348 | $913.3K | 0.02% | −15−0.6% | Reduced |
| Ocean Capital Management, LLC | 2,325 | $904.2K | 0.20% | −97−4.0% | Reduced |
| Capstone Investment Advisors, LLC | 2,319 | $902.0K | 0.01% | +909+64.5% | Added |