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 |
|---|---|---|---|---|---|
| Benedict Financial Advisors Inc | 8,749 | $2.83M | 0.61% | +384+4.6% | Added |
| Voya Financial Advisors, Inc. | 8,876 | $2.84M | 0.27% | −185−2.0% | Reduced |
| Community Bank, N.A. | 8,895 | $2.87M | 0.35% | +1,978+28.6% | Added |
| Keybank National Association | 8,972 | $2.90M | 0.01% | −1,093−10.9% | Reduced |
| Banco Santander, S.A. | 9,012 | $2.91M | 0.03% | +723+8.7% | Added |
| Ninety One SA (PTY) Ltd | 9,258 | $2.98M | 0.13% | +4,322+87.6% | Added |
| Stephens Inc | 9,336 | $3.02M | 0.04% | −263−2.7% | Reduced |
| E. Ohman J:or Asset Management AB | 9,344 | $3.02M | 0.07% | 00.0% | Unchanged |
| Ostrum Asset Management | 9,507 | $3.07M | 0.14% | −6,673−41.2% | Reduced |
| Empirical Finance, LLC | 9,598 | $3.10M | 0.15% | +89+0.9% | Added |
| Sector Gamma AS | 9,603 | $3.10M | 0.77% | −9,176−48.9% | Reduced |
| TAM Capital Management Inc. | 15,238 | $3.10M | 1.54% | +15,238 | New |
| McDonald Capital Investors Inc | 9,608 | $3.10M | 0.19% | −4,541−32.1% | Reduced |
| Ossiam | 9,641 | $3.12M | 0.04% | −367−3.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,685 | $3.13M | 0.08% | −1,591−14.1% | Reduced |
| Private Advisor Group, LLC | 9,947 | $3.21M | 0.02% | −557−5.3% | Reduced |
| Winmill & Co. Inc | 10,040 | $3.24M | 0.79% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,070 | $3.26M | 0.02% | −154−1.5% | Reduced |
| Immersion Capital LLP | 10,100 | $3.26M | 3.36% | +10,100 | New |
| Camden National Bank | 10,106 | $3.27M | 0.46% | −2,715−21.2% | Reduced |
| Mill Capital Management, LLC | 10,142 | $3.28M | 0.24% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 10,197 | $3.29M | 0.04% | −27,614−73.0% | Reduced |
| Park Avenue Securities LLC | 10,211 | $3.30M | 0.03% | +1,503+17.3% | Added |
| Metis Global Partners, LLC | 10,222 | $3.30M | 0.08% | −514−4.8% | Reduced |
| New Mexico Educational Retirement Board | 10,246 | $3.31M | 0.10% | −600−5.5% | Reduced |
| Palmer Knight Co | 10,270 | $3.32M | 1.57% | −253−2.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 10,328 | $3.34M | 0.48% | −7,342−41.6% | Reduced |
| Hara Capital LLC | 10,484 | $3.39M | 2.00% | +10,484 | New |
| Alberta Investment Management Corp | 10,500 | $3.39M | 0.02% | +10,500 | New |
| AG2R la Mondiale Gestion D'Actifs | 8,733 | $3.40M | 0.17% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 10,620 | $3.43M | 0.22% | +10,620 | New |
| Rench Wealth Management, Inc. | 10,799 | $3.49M | 1.02% | +40.0% | Added |
| Securian Asset Management, Inc | 10,804 | $3.49M | 0.09% | −1,009−8.5% | Reduced |
| Regal Investment Advisors LLC | 10,838 | $3.50M | 0.23% | +10,838 | New |
| Atlantic Union Bankshares Corp | 11,014 | $3.56M | 0.07% | +583+5.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,074 | $3.57M | 0.03% | +4,141+59.7% | Added |
| Banque Cantonale Vaudoise | 11,065 | $3.58M | 0.13% | +1,529+16.0% | Added |
| Parus Finance (UK) Ltd | 11,089 | $3.58M | 0.94% | −170−1.5% | Reduced |
| AIA Group Ltd | 11,125 | $3.59M | 0.06% | +4,655+71.9% | Added |
| Maryland State Retirement & Pension System | 11,217 | $3.62M | 0.08% | +226+2.1% | Added |
| Pinkerton Retirement Specialists, LLC | 11,444 | $3.70M | 0.40% | +4,005+53.8% | Added |
| Gulf International Bank (UK) Ltd | 11,507 | $3.72M | 0.12% | −236−2.0% | Reduced |
| Morningstar Investment Management LLC | 11,564 | $3.74M | 0.14% | +11,564 | New |
| Kestra Advisory Services, LLC | 11,574 | $3.74M | 0.02% | +1,505+14.9% | Added |
| Fifth Third Bancorp | 11,574 | $3.74M | 0.01% | −7,362−38.9% | Reduced |
| Pinebridge Investments, L.P. | 11,677 | $3.77M | 0.03% | +11,677 | New |
| Louisiana State Employees Retirement System | 11,800 | $3.81M | 0.06% | −100−0.8% | Reduced |
| Brevan Howard Capital Management LP | 11,874 | $3.84M | 0.06% | −23,597−66.5% | Reduced |
| Ally Financial Inc. | 12,000 | $3.88M | 0.48% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 12,061 | $3.90M | 0.05% | +12,061 | New |
| CenterBook Partners LP | 12,078 | $3.90M | 0.19% | +2,033+20.2% | Added |
| Johnson Financial Group, Inc. | 12,087 | $3.91M | 0.15% | +8,948+285.1% | Added |
| JB Capital LLC | 12,105 | $3.91M | 0.17% | +2,438+25.2% | Added |
| MUFG Securities EMEA plc | 12,310 | $3.98M | 0.10% | +11,642+1,742.8% | Added |
| GHP Investment Advisors, Inc. | 12,351 | $3.99M | 0.17% | −1,804−12.7% | Reduced |
| GAM Holding AG | 12,406 | $4.01M | 0.25% | −64−0.5% | Reduced |
| Baird Financial Group, Inc. | 12,471 | $4.03M | 0.01% | −28,503−69.6% | Reduced |
| Agf Management Ltd | 12,539 | $4.05M | 0.02% | +2,247+21.8% | Added |
| Moran Wealth Management, LLC | 12,677 | $4.10M | 0.12% | −6,755−34.8% | Reduced |
| Siemens Fonds Invest GmbH | 12,825 | $4.14M | 0.23% | −20.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,971 | $4.19M | 0.86% | −34−0.3% | Reduced |
| Jain Global LLC | 13,072 | $4.22M | 0.05% | +13,072 | New |
| Investment Management Associates Inc | 13,108 | $4.24M | 1.26% | +13,108 | New |
| Jefferies Financial Group Inc. | 13,109 | $4.24M | 0.04% | +12,451+1,892.2% | Added |
| Timelo Investment Management Inc. | 14,000 | $4.25M | 7.06% | +14,000 | New |
| Hartford Investment Management Co | 13,197 | $4.26M | 0.13% | −441−3.2% | Reduced |
| Allen Capital Group, LLC | 13,260 | $4.28M | 0.41% | +4,892+58.5% | Added |
| Norinchukin Bank, The | 13,434 | $4.34M | 0.06% | −148−1.1% | Reduced |
| AustralianSuper Pty Ltd | 13,640 | $4.41M | 0.02% | +1,384+11.3% | Added |
| Employees Retirement System of Texas | 13,744 | $4.44M | 0.04% | +2,071+17.7% | Added |
| Allianz SE | 13,857 | $4.48M | 0.10% | +19+0.1% | Added |
| Sava Infond d.o.o. | 14,005 | $4.53M | 0.64% | +1,105+8.6% | Added |
| Kentucky Retirement Systems | 14,198 | $4.59M | 0.13% | −706−4.7% | Reduced |
| Liberty One Investment Management, LLC | 14,199 | $4.59M | 0.26% | +1,405+11.0% | Added |
| Summit Global Investments | 14,255 | $4.61M | 0.27% | −926−6.1% | Reduced |
| Hohimer Wealth Management, LLC | 14,319 | $4.63M | 0.65% | +14,319 | New |
| Dana Investment Advisors, Inc. | 14,338 | $4.63M | 0.14% | −14,047−49.5% | Reduced |
| J. Safra Sarasin Holding AG | 14,401 | $4.65M | 0.08% | −19,163−57.1% | Reduced |
| Berger Financial Group, Inc | 14,757 | $4.77M | 0.29% | +234+1.6% | Added |
| Chemistry Wealth Management LLC | 14,917 | $4.82M | 0.93% | +7,077+90.3% | Added |
| Verition Fund Management LLC | 15,054 | $4.86M | 0.03% | −1,984−11.6% | Reduced |
| GWM Advisors LLC | 15,224 | $4.92M | 0.02% | +1,478+10.8% | Added |
| Sienna Gestion | 16,710 | $4.92M | 0.34% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 54,091 | $4.93M | 0.02% | +54,091 | New |
| Spears Abacus Advisors LLC | 15,267 | $4.93M | 0.09% | −11,137−42.2% | Reduced |
| Robertson Opportunity Capital, LLC | 15,300 | $4.94M | 1.70% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 15,359 | $4.96M | 0.17% | −1,588−9.4% | Reduced |
| Guggenheim Capital LLC | 15,361 | $4.96M | 0.04% | −1,498−8.9% | Reduced |
| Argent Trust Co | 15,387 | $4.97M | 0.18% | −3,093−16.7% | Reduced |
| LGT Fund Management Co Ltd. | 15,064 | $5.01M | 0.41% | +3,664+32.1% | Added |
| Horizon Investments, LLC | 15,515 | $5.01M | 0.07% | +9,179+144.9% | Added |
| Meeder Asset Management Inc | 15,876 | $5.13M | 0.29% | +15,825+31,029.4% | Added |
| Investment Management Corp of Ontario | 15,994 | $5.17M | 0.08% | −13,392−45.6% | Reduced |
| Great Lakes Advisors, LLC | 16,063 | $5.19M | 0.04% | −869−5.1% | Reduced |
| Mizuho Securities USA LLC | 16,400 | $5.23M | 0.11% | +785+5.0% | Added |
| Shay Capital LLC | 16,250 | $5.25M | 0.95% | +16,250 | New |
| Ci Investments Inc. | 16,259 | $5.25M | 0.02% | −10,128−38.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,594 | $5.36M | 0.25% | +2,432+17.2% | Added |
| Avanza Fonder AB | 16,598 | $5.36M | 0.14% | +1,493+9.9% | Added |
| Madison Asset Management, LLC | 16,600 | $5.36M | 0.06% | −126,753−88.4% | Reduced |