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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 5,234 | $1.69M | 0.05% | −117−2.2% | Reduced |
| Maia Wealth LLC | 5,579 | $1.69M | 0.29% | −992−15.1% | Reduced |
| Greenleaf Trust | 5,251 | $1.70M | 0.02% | −709−11.9% | Reduced |
| Beacon Pointe Advisors, LLC | 5,301 | $1.71M | 0.01% | +1,336+33.7% | Added |
| Wetherby Asset Management Inc | 5,312 | $1.72M | 0.07% | −193−3.5% | Reduced |
| Toth Financial Advisory Corp | 5,342 | $1.73M | 0.19% | −1,808−25.3% | Reduced |
| Summit Trail Advisors, LLC | 5,379 | $1.74M | 0.02% | +638+13.5% | Added |
| DB Fitzpatrick & Co, Inc | 5,380 | $1.74M | 1.57% | +1,028+23.6% | Added |
| D.A. Davidson & Co. | 5,389 | $1.74M | 0.01% | +532+11.0% | Added |
| HRT Financial LP | 5,406 | $1.75M | 0.01% | +5,406 | New |
| Stonebridge Capital Advisors LLC | 5,439 | $1.76M | 0.13% | −98−1.8% | Reduced |
| YHB Investment Advisors, Inc. | 5,470 | $1.77M | 0.13% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,522 | $1.78M | 0.04% | −18,025−76.5% | Reduced |
| Vista Investment Management | 5,529 | $1.79M | 0.62% | +856+18.3% | Added |
| FSB Premier Wealth Management, Inc. | 5,548 | $1.79M | 0.59% | +1,615+41.1% | Added |
| Quest Partners LLC | 5,583 | $1.80M | 0.12% | +5,583 | New |
| Bayesian Capital Management, LP | 5,600 | $1.81M | 0.37% | +5,600 | New |
| Coastline Trust Co | 5,634 | $1.82M | 0.20% | −495−8.1% | Reduced |
| Bull Street Advisors, LLC | 5,684 | $1.84M | 0.86% | −1,217−17.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 5,703 | $1.84M | 0.32% | −299−5.0% | Reduced |
| Burney Co | 5,720 | $1.85M | 0.06% | −453−7.3% | Reduced |
| Resources Investment Advisors, LLC. | 5,738 | $1.85M | 0.02% | −1,289−18.3% | Reduced |
| Vontobel Holding Ltd. | 5,819 | $1.88M | 0.01% | −661−10.2% | Reduced |
| Mangrove Partners | 5,918 | $1.91M | 0.16% | +5,918 | New |
| Old National Bancorp | 5,936 | $1.92M | 0.03% | −331−5.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,951 | $1.92M | 0.13% | −374−5.9% | Reduced |
| Coldstream Capital Management Inc | 5,974 | $1.93M | 0.03% | +467+8.5% | Added |
| Earnest Partners LLC | 6,007 | $1.94M | 0.01% | −866−12.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,029 | $1.95M | 0.53% | −132−2.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 6,044 | $1.95M | 0.19% | +917+17.9% | Added |
| Dynamic Advisor Solutions LLC | 6,055 | $1.96M | 0.06% | −1,979−24.6% | Reduced |
| Greenup Street Wealth Management LLC | 6,068 | $1.96M | 0.30% | +108+1.8% | Added |
| MUFG Securities Americas Inc. | 6,073 | $1.96M | 0.13% | +1,066+21.3% | Added |
| Palouse Capital Management, Inc. | 6,092 | $1.97M | 1.25% | +1,477+32.0% | Added |
| Maxi Investments CY Ltd | 6,100 | $1.97M | 0.41% | +6,100 | New |
| Blume Capital Management, Inc. | 6,145 | $1.99M | 0.38% | +4,320+236.7% | Added |
| Paralel Advisors LLC | 6,150 | $1.99M | 0.08% | +7+0.1% | Added |
| Fort Washington Investment Advisors Inc | 6,168 | $1.99M | 0.01% | +284+4.8% | Added |
| Blair William & Co | 6,187 | $2.00M | 0.01% | −73−1.2% | Reduced |
| Oppenheimer Asset Management Inc. | 6,247 | $2.02M | 0.02% | −10,300−62.2% | Reduced |
| Legato Capital Management LLC | 6,286 | $2.03M | 0.22% | +853+15.7% | Added |
| IPG Investment Advisors LLC | 6,355 | $2.05M | 0.37% | +6,355 | New |
| Cresset Asset Management, LLC | 6,361 | $2.06M | 0.01% | +100+1.6% | Added |
| Everence Capital Management Inc | 6,422 | $2.08M | 0.12% | −958−13.0% | Reduced |
| Advisory Services Network, LLC | 6,427 | $2.08M | 0.03% | +2,594+67.7% | Added |
| Signal Advisors Wealth, LLC | 6,429 | $2.08M | 0.19% | +3,830+147.4% | Added |
| Round Rock Advisors, LLC | 6,431 | $2.08M | 0.33% | −375−5.5% | Reduced |
| Ami Investment Management Inc | 6,573 | $2.12M | 0.49% | +1,015+18.3% | Added |
| Warren Averett Asset Management, LLC | 6,586 | $2.13M | 0.02% | +655+11.0% | Added |
| Castleview Partners, LLC | 6,643 | $2.15M | 1.17% | +3,085+86.7% | Added |
| Kingswood Wealth Advisors, LLC | 6,681 | $2.16M | 0.13% | −564−7.8% | Reduced |
| Vise Technologies, Inc. | 6,729 | $2.17M | 0.08% | +834+14.1% | Added |
| Close Asset Management Ltd | 6,823 | $2.21M | 0.05% | −368,370−98.2% | Reduced |
| Edmp, Inc. | 6,884 | $2.22M | 1.76% | +99+1.5% | Added |
| RDA Financial Network | 6,903 | $2.23M | 0.55% | −121−1.7% | Reduced |
| Merit Financial Group, LLC | 6,972 | $2.25M | 0.02% | +3,531+102.6% | Added |
| Tema ETFs LLC | 6,994 | $2.26M | 0.19% | +4,363+165.8% | Added |
| Qsemble Capital Management, LP | 7,008 | $2.26M | 0.22% | +7,008 | New |
| Mediolanum International Funds Ltd | 7,112 | $2.27M | 0.02% | −15,945−69.2% | Reduced |
| Peapack Gladstone Financial Corp | 7,068 | $2.28M | 0.03% | −975−12.1% | Reduced |
| Huntington National Bank | 7,104 | $2.30M | 0.01% | −3,459−32.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,146 | $2.31M | 0.08% | +160+2.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,177 | $2.32M | 0.03% | −31−0.4% | Reduced |
| Amitell Capital Pte Ltd | 7,180 | $2.32M | 1.72% | +7,180 | New |
| Tobam | 7,244 | $2.34M | 0.85% | +6,716+1,272.0% | Added |
| Shell Asset Management Co | 7,254 | $2.34M | 0.24% | −8,096−52.7% | Reduced |
| Unison Advisors LLC | 7,363 | $2.38M | 0.22% | +35+0.5% | Added |
| Family Legacy, Inc. | 7,384 | $2.39M | 0.73% | +225+3.1% | Added |
| Sequoia Financial Advisors, LLC | 7,517 | $2.43M | 0.01% | +637+9.3% | Added |
| Radnor Capital Management, LLC | 7,530 | $2.43M | 0.37% | 00.0% | Unchanged |
| Nomura Holdings Inc | 7,582 | $2.45M | 0.01% | +6,777+841.9% | Added |
| Bokf, NA | 7,645 | $2.47M | 0.04% | −1,237−13.9% | Reduced |
| English Capital Management LLC | 7,682 | $2.48M | 1.62% | +7,682 | New |
| Kestra Private Wealth Services, LLC | 7,753 | $2.51M | 0.03% | +310+4.2% | Added |
| Clearstead Advisors, LLC | 7,753 | $2.51M | 0.04% | −178−2.2% | Reduced |
| Capstone Investment Advisors, LLC | 7,779 | $2.51M | 0.02% | +5,460+235.4% | Added |
| BKD Wealth Advisors, LLC | 7,786 | $2.52M | 0.05% | −250−3.1% | Reduced |
| Twinbeech Capital LP | 7,798 | $2.52M | 0.10% | −2,966−27.6% | Reduced |
| Persistent Asset Partners Ltd | 7,806 | $2.52M | 1.83% | +7,806 | New |
| Synovus Financial Corp | 7,867 | $2.54M | 0.03% | +164+2.1% | Added |
| Anchor Investment Management, LLC | 7,888 | $2.55M | 0.21% | +1,010+14.7% | Added |
| Ironwood Investment Counsel, LLC | 7,891 | $2.55M | 0.37% | +7,891 | New |
| Arnhold LLC | 7,899 | $2.55M | 0.21% | 00.0% | Unchanged |
| Hancock Whitney Corp | 7,997 | $2.58M | 0.05% | +1,092+15.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $2.58M | 0.64% | 00.0% | Unchanged |
| Equitable Trust Co | 8,011 | $2.59M | 0.12% | +68+0.9% | Added |
| HF Advisory Group, LLC | 8,050 | $2.60M | 0.96% | +2,666+49.5% | Added |
| Tandem Capital Management Corp | 8,100 | $2.62M | 1.22% | +569+7.6% | Added |
| New Age Alpha Advisors, LLC | 8,162 | $2.64M | 0.11% | −106−1.3% | Reduced |
| LSV Asset Management | 8,264 | $2.67M | 0.01% | +7,364+818.2% | Added |
| Eagle Rock Investment Company, LLC | 8,392 | $2.71M | 0.40% | −166−1.9% | Reduced |
| Allstate Corp | 8,392 | $2.71M | 0.06% | +7,860+1,477.4% | Added |
| Whittier Trust Co of Nevada Inc | 7,740 | $2.71M | 0.06% | −31,380−80.2% | Reduced |
| Mirabella Financial Services LLP | 8,413 | $2.71M | 0.24% | +5,478+186.6% | Added |
| Wealthedge Investment Advisors, LLC | 8,439 | $2.73M | 1.03% | +8,439 | New |
| Groupama Asset Managment | 8,447 | $2.73M | 0.04% | −350−4.0% | Reduced |
| Omers Administration Corp | 8,472 | $2.74M | 0.02% | −100−1.2% | Reduced |
| United Capital Financial Advisers, LLC | 8,609 | $2.78M | 0.02% | −1,207−12.3% | Reduced |
| TD Waterhouse Canada Inc. | 8,400 | $2.80M | 0.02% | +2,748+48.6% | Added |
| Balyasny Asset Management LLC | 8,703 | $2.81M | 0.01% | −16,103−64.9% | Reduced |