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Livermore
ZHEN

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, Q3 2025

Institutional positions in Elevance Health, Inc. as of Sep 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
1,512
−61 vs. Q2 2025
Shares held
196.0M
−6.07M (−3.0%) vs. Q2 2025
Total value
$63.3B
−$15.2B (−19.3%) vs. Q2 2025
New holders
165
533 more added
Sold out
226
607 more reduced

23 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,512 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ3 2025: $63.3B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2025.

Institutions holding ELV in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Wealth Management Inc.1$3230.00%−3−75.0%Reduced
Imprint Wealth LLC1$3230.00%+1New
First Pacific Financial1$3240.00%+1New
Seneschal Advisors, LLC1$3240.00%+1New
Frazier Financial Advisors, LLC1$3730.00%−4−80.0%Reduced
Bay Harbor Wealth Management, LLC2$6460.00%−12−85.7%Reduced
Country Trust Bank2$6460.00%−4−66.7%Reduced
Sofos Investments, Inc.2$6460.00%+2New
E Fund Management (Hong Kong) Co., Ltd.2$6460.00%+2New
Legacy Wealth Managment, LLC2$6470.00%00.0%Unchanged
Breakwater Investment Management2$6470.00%+2New
Winnow Wealth LLC2$6480.00%+2New
SOA Wealth Advisors, LLC.2$6830.00%00.0%Unchanged
New Millennium Group LLC3$9690.00%−3−50.0%Reduced
Retirement Wealth Solutions LLC3$9700.00%+3New
TFC Financial Management3$9710.00%−5−62.5%Reduced
Picton Mahoney Asset Management2$1.00K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC4$1.29K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC4$1.29K0.00%00.0%Unchanged
Measured Wealth Private Client Group, LLC4$1.29K0.00%+4New
Quaker Wealth Management, LLC4$1.29K0.00%−1−20.0%Reduced
Valued Wealth Advisors LLC4$1.32K0.00%00.0%Unchanged
JNBA Financial Advisors5$1.62K0.00%00.0%Unchanged
Raelipskie Partnership5$1.62K0.00%00.0%Unchanged
American Capital Advisory, LLC5$1.62K0.00%+1+25.0%Added
Wealth Watch Advisors, INC5$1.62K0.00%+5New
Strengthening Families & Communities, LLC5$1.63K0.00%+5New
PayPay Securities Corp5$1.65K0.06%+1+25.0%Added
Dunhill Financial, LLC5$1.65K0.00%−7−58.3%Reduced
DecisionPoint Financial, LLC5$1.66K0.00%00.0%Unchanged
NVWM, LLC6$1.94K0.00%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd6$2.00K0.00%−21−77.8%Reduced
Hazlett, Burt & Watson, Inc.5$2.00K0.00%−8−61.5%Reduced
Cloud Capital Management, LLC8$2.00K0.00%+8New
WestEnd Advisors, LLC7$2.26K0.00%−3−30.0%Reduced
Caldwell Sutter Capital, Inc.7$2.26K0.00%00.0%Unchanged
Hoey Investments, Inc7$2.26K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$2.26K0.00%00.0%Unchanged
Core Alternative Capital8$2.58K0.00%−83−91.2%Reduced
IMG Wealth Management, Inc.8$2.58K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$2.58K0.00%00.0%Unchanged
Ameriflex Group, Inc.8$2.58K0.00%+8New
Grey Fox Wealth Advisors, LLC8$2.69K0.00%+8New
South Plains Financial, Inc.9$2.91K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$2.91K0.00%00.0%Unchanged
Binnacle Investments Inc10$3.23K0.00%+1+11.1%Added
JPL Wealth Management, LLC10$3.23K0.00%+10New
CNB Bank11$3.55K0.00%−11−50.0%Reduced
Clark Wealth Partners11$3.86K0.00%−1−8.3%Reduced
CoreFirst Bank & Trust12$3.88K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd12$3.88K0.00%+8+200.0%Added
Webster Bank, N. A.12$3.88K0.00%+12New
Guerra Advisors Inc12$3.88K0.00%+12New
ZRC Wealth Management, LLC12$3.88K0.00%+12Added
Hughes Financial Services, LLC13$3.95K0.00%+4+44.4%Added
S&T Bank13$4.20K0.00%+11+550.0%Added
Sunbelt Securities, Inc.13$4.20K0.00%−16−55.2%Reduced
FSA Wealth Management LLC13$4.20K0.00%00.0%Unchanged
Fortis Group Advisors, LLC13$4.20K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC13$4.20K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC13$4.20K0.00%+4+44.4%Added
Rakuten Securities, Inc.13$4.20K0.00%+12+1,200.0%Added
PFS Partners, LLC13$4.22K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC14$4.52K0.00%00.0%Unchanged
Hollencrest Capital Management14$4.52K0.00%00.0%Unchanged
Dogwood Wealth Management LLC14$4.52K0.00%+2+16.7%Added
Wolff Wiese Magana LLC15$4.85K0.00%+5+50.0%Added
Penserra Capital Management LLC18$5.00K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC16$5.17K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC16$5.17K0.00%00.0%Unchanged
Stone House Investment Management, LLC16$5.17K0.00%00.0%Unchanged
Alphadyne Asset Management LP16$5.17K0.00%+16New
N.E.W. Advisory Services LLC19$6.14K0.00%+19New
Bare Financial Services, Inc19$6.14K0.00%00.0%Unchanged
Bank of New Hampshire20$6.46K0.00%−50−71.4%Reduced
Aspect Partners, LLC20$6.46K0.00%−10−33.3%Reduced
Redwood Park Advisors LLC20$6.53K0.00%00.0%Unchanged
Marquette Asset Management, LLC21$6.79K0.00%+21New
Crewe Advisors LLC22$7.11K0.00%00.0%Unchanged
First United Bank Trust22$7.11K0.00%00.0%Unchanged
Orion Capital Management LLC23$7.43K0.00%00.0%Unchanged
TSFG, LLC25$8.00K0.00%+25New
Private Wealth Management Group, LLC25$8.08K0.00%−43−63.2%Reduced
Northwest Capital Management Inc26$8.40K0.01%00.0%Unchanged
Caitlin John, LLC27$8.72K0.01%+27New
High Note Wealth, LLC29$9.37K0.00%−6−17.1%Reduced
Tompkins Financial Corp29$9.37K0.00%00.0%Unchanged
Proffitt & Goodson Inc31$10.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC31$10.0K0.00%00.0%Unchanged
Highline Wealth Partners LLC31$10.0K0.00%+20+181.8%Added
MTM Investment Management, LLC32$10.3K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC34$11.0K0.00%−10−22.7%Reduced
Rialto Wealth Management, LLC36$11.6K0.00%00.0%Unchanged
SIMA Wealth Partners, LLC36$11.6K0.01%00.0%Unchanged
Tortoise Investment Management, LLC37$12.0K0.00%+5+15.6%Added
Avion Wealth39$12.0K0.00%−5−11.4%Reduced
Cornerstone Planning Group LLC39$12.6K0.00%+17+77.3%Added
DHJJ Financial Advisors, Ltd.39$12.6K0.00%00.0%Unchanged
Kentucky Trust Co40$12.9K0.01%00.0%Unchanged
Aventura Private Wealth, LLC43$13.9K0.01%+25+138.9%Added