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 |
|---|---|---|---|---|---|
| Buckley Wealth Management, LLC | 2,318 | $901.6K | 0.27% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,317 | $901.1K | 0.05% | −51−2.2% | Reduced |
| Kathmere Capital Management, LLC | 2,302 | $895.5K | 0.07% | −375−14.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,292 | $891.5K | 0.03% | +2,292 | New |
| Journey Strategic Wealth LLC | 2,289 | $890.3K | 0.03% | +351+18.1% | Added |
| Parallel Advisors, LLC | 2,282 | $887.7K | 0.02% | −503−18.1% | Reduced |
| Legacy Financial Advisors, Inc. | 2,273 | $884.0K | 0.14% | +1,436+171.6% | Added |
| King Wealth | 2,269 | $883.0K | 0.12% | −1,491−39.7% | Reduced |
| Skopos Labs, Inc. | 2,261 | $879.1K | 0.12% | +48+2.2% | Added |
| Michael B. Yongue | 2,244 | $872.8K | 0.66% | +735+48.7% | Added |
| Umb Bank N A | 2,231 | $867.8K | 0.01% | −662−22.9% | Reduced |
| Soundwatch Capital LLC | 1,405 | $866.6K | 0.18% | +1,405 | New |
| Financial Security Advisor, Inc. | 2,226 | $865.7K | 0.20% | +4+0.2% | Added |
| Two Sigma Securities, LLC | 2,224 | $865.0K | 0.11% | −824−27.0% | Reduced |
| Westpac Banking Corp | 2,220 | $863.5K | 0.06% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,217 | $862.3K | 0.02% | −13−0.6% | Reduced |
| Cigna Investments Inc | 2,214 | $861.0K | 0.15% | −115−4.9% | Reduced |
| Chicago Capital, LLC | 2,189 | $851.4K | 0.02% | +20+0.9% | Added |
| Icon Advisers Inc | 2,185 | $849.9K | 0.19% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 2,180 | $847.9K | 0.74% | −47−2.1% | Reduced |
| Benjamin Edwards Inc | 2,143 | $834.1K | 0.01% | +445+26.2% | Added |
| Ameritas Investment Partners, Inc. | 2,133 | $829.7K | 0.03% | −77−3.5% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,127 | $827.3K | 0.52% | −17−0.8% | Reduced |
| Pitcairn Co | 2,121 | $825.0K | 0.05% | −190−8.2% | Reduced |
| Two Sigma Advisers, LP | 2,100 | $816.8K | 0.00% | +2,100 | New |
| Canal Capital Management, LLC | 2,099 | $816.4K | 0.13% | +1,477+237.5% | Added |
| Chapman Financial Group, LLC | 2,081 | $809.4K | 0.69% | +2,081 | New |
| Cim Investment Mangement Inc | 2,133 | $808.2K | 0.15% | +1,065+99.7% | Added |
| Centaurus Financial, Inc. | 2,067 | $804.0K | 0.05% | −313−13.2% | Reduced |
| Sumitomo Life Insurance Co | 2,047 | $796.2K | 0.05% | −148−6.7% | Reduced |
| Northern Financial Advisors Inc | 2,031 | $790.0K | 0.59% | +521+34.5% | Added |
| Bedel Financial Consulting, Inc. | 2,031 | $790.0K | 0.11% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,019 | $785.5K | 0.01% | −818−28.8% | Reduced |
| Generali Investments, Management Co LLC | 2,022 | $785.4K | 0.18% | −469−18.8% | Reduced |
| Atria Wealth Solutions, Inc. | 2,036 | $778.0K | 0.02% | −3,106−60.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $777.9K | 0.09% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $777.9K | 0.36% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 1,996 | $776.0K | 0.26% | +1,996 | New |
| Capital International Sarl | 1,978 | $769.4K | 0.01% | +103+5.5% | Added |
| Smartleaf Asset Management LLC | 2,014 | $768.3K | 0.07% | −149−6.9% | Reduced |
| Naviter Wealth, LLC | 1,971 | $766.7K | 0.09% | −360−15.4% | Reduced |
| Eisler Capital Management Ltd. | 1,966 | $764.9K | 0.03% | −459−18.9% | Reduced |
| Portfolio Design Labs, LLC | 1,952 | $759.3K | 0.15% | −2,153−52.4% | Reduced |
| Modern Wealth Management, LLC | 1,937 | $753.5K | 0.02% | −95−4.7% | Reduced |
| Convergence Financial, LLC | 1,934 | $752.3K | 0.13% | +206+11.9% | Added |
| S&CO Inc | 1,931 | $751.0K | 0.05% | 00.0% | Unchanged |
| Graypoint LLC | 1,924 | $748.3K | 0.04% | −304−13.6% | Reduced |
| Terry L. Blaker | 1,914 | $744.5K | 0.03% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,899 | $738.8K | 0.62% | −47−2.4% | Reduced |
| Sigma Planning Corp | 1,895 | $737.2K | 0.02% | −299−13.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $737.0K | 0.03% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,889 | $734.8K | 0.07% | −42−2.2% | Reduced |
| Concurrent Investment Advisors, LLC | 1,880 | $731.3K | 0.01% | −309−14.1% | Reduced |
| James Investment Research Inc | 1,880 | $731.2K | 0.09% | −162−7.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,877 | $730.0K | 0.01% | +1,877 | New |
| RFG Advisory, LLC | 1,874 | $728.8K | 0.02% | −71−3.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,873 | $728.5K | 0.06% | +286+18.0% | Added |
| Frisch Financial Group, Inc. | 1,871 | $728.0K | 0.18% | +8+0.4% | Added |
| Taylor Financial Group, Inc. | 1,865 | $725.4K | 0.45% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 1,857 | $722.3K | 0.59% | −160−7.9% | Reduced |
| Garde Capital, Inc. | 1,850 | $719.6K | 0.04% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 1,842 | $716.5K | 0.09% | +61+3.4% | Added |
| 1st Source Bank | 1,828 | $711.0K | 0.04% | −31−1.7% | Reduced |
| Blume Capital Management, Inc. | 1,825 | $709.9K | 0.14% | −9,811−84.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,820 | $707.9K | 0.02% | +44+2.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $707.5K | 0.00% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,816 | $706.4K | 0.06% | −180−9.0% | Reduced |
| Permanens Capital L.P. | 1,814 | $705.6K | 0.10% | +408+29.0% | Added |
| PenderFund Capital Management Ltd. | 1,800 | $700.1K | 0.17% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,781 | $692.8K | 0.03% | +1,781 | New |
| Linden Thomas Advisory Services, LLC | 1,768 | $687.7K | 0.08% | +181+11.4% | Added |
| Tranquilli Financial Advisor LLC | 1,768 | $687.7K | 0.43% | +223+14.4% | Added |
| Mutual Advisors, LLC | 2,370 | $685.0K | 0.02% | +345+17.0% | Added |
| Heritage Trust Co | 1,761 | $685.0K | 0.08% | +7+0.4% | Added |
| Systematic Financial Management LP | 1,760 | $684.6K | 0.02% | 00.0% | Unchanged |
| InvesTrust | 1,759 | $684.2K | 0.26% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,827 | $683.0K | 0.01% | −427−18.9% | Reduced |
| Novem Group | 1,743 | $677.7K | 0.09% | +157+9.9% | Added |
| Keystone Financial Services | 1,739 | $676.3K | 0.23% | +260+17.6% | Added |
| Quantessence Capital LLC | 1,729 | $672.5K | 0.20% | −771−30.8% | Reduced |
| Central Trust Co | 1,728 | $672.1K | 0.02% | +46+2.7% | Added |
| Qtron Investments LLC | 1,725 | $671.0K | 0.09% | −817−32.1% | Reduced |
| Apella Capital, LLC | 1,924 | $667.5K | 0.02% | −2−0.1% | Reduced |
| Fulton Bank, N.A. | 1,716 | $667.5K | 0.02% | +176+11.4% | Added |
| Founders Grove Wealth Partners, LLC | 1,712 | $665.9K | 0.17% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,707 | $664.0K | 0.23% | +140+8.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,669 | $660.5K | 0.30% | +1,190+248.4% | Added |
| Gratus Wealth Advisors, LLC | 1,696 | $659.7K | 0.10% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,695 | $659.1K | 0.19% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,692 | $658.1K | 0.05% | +695+69.7% | Added |
| RMB Capital Management, LLC | 1,683 | $654.6K | 0.01% | +1,683 | New |
| Outlook Wealth Advisors, LLC | 1,680 | $653.4K | 0.17% | +5+0.3% | Added |
| Harbour Investments, Inc. | 1,677 | $652.5K | 0.02% | −62−3.6% | Reduced |
| Brogan Financial, Inc. | 1,677 | $652.4K | 0.29% | +7+0.4% | Added |
| GeoWealth Management, LLC | 1,670 | $649.6K | 0.03% | −103−5.8% | Reduced |
| Advisor OS, LLC | 1,670 | $649.5K | 0.06% | +1,075+180.7% | Added |
| Howard Capital Management Inc. | 1,659 | $645.3K | 0.01% | +341+25.9% | Added |
| Fiduciary Family Office, LLC | 1,647 | $640.6K | 0.21% | +221+15.5% | Added |
| Burke & Herbert Bank & Trust Co | 1,646 | $640.2K | 0.14% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,644 | $639.5K | 0.26% | −6−0.4% | Reduced |