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 |
|---|---|---|---|---|---|
| Timber Creek Capital Management LLC | 16,652 | $5.38M | 1.30% | +4,034+32.0% | Added |
| Boston Private Wealth LLC | 16,749 | $5.41M | 0.29% | −4,116−19.7% | Reduced |
| Group One Trading, L.P. | 16,834 | $5.44M | 0.16% | +8,855+111.0% | Added |
| Te Ahumairangi Investment Management Ltd | 17,004 | $5.49M | 0.93% | +804+5.0% | Added |
| SRS Capital Advisors, Inc. | 17,207 | $5.56M | 0.08% | +15,726+1,061.9% | Added |
| Evergreen Wealth Management, LLC | 17,283 | $5.58M | 2.93% | +4,336+33.5% | Added |
| Northwest & Ethical Investments L.P. | 17,853 | $5.77M | 0.14% | 00.0% | Unchanged |
| LMR Partners LLP | 17,887 | $5.78M | 0.07% | +10,000+126.8% | Added |
| Generali Asset Management SPA SGR | 17,959 | $5.80M | 0.12% | −4,518−20.1% | Reduced |
| 683 Capital Management, LLC | 18,000 | $5.82M | 0.53% | −7,000−28.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,159 | $5.87M | 0.04% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 18,346 | $5.93M | 1.05% | +3,800+26.1% | Added |
| CX Institutional | 18,366 | $5.93M | 0.18% | +17,183+1,452.5% | Added |
| Asio Capital, LLC | 18,478 | $5.97M | 0.89% | +3,107+20.2% | Added |
| Quantbot Technologies LP | 18,616 | $6.02M | 0.16% | +18,616 | New |
| Atria Investments LLC | 18,673 | $6.03M | 0.07% | −603−3.1% | Reduced |
| Advisory Resource Group | 18,928 | $6.12M | 1.10% | +5,694+43.0% | Added |
| CWM, LLC | 19,088 | $6.17M | 0.02% | +11,962+167.9% | Added |
| M&T Bank Corp | 19,385 | $6.26M | 0.02% | −6,035−23.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 19,755 | $6.38M | 0.10% | +10,618+116.2% | Added |
| CIBC World Markets Inc. | 19,807 | $6.40M | 0.01% | +3,879+24.4% | Added |
| Thrivent Financial for Lutherans | 19,895 | $6.43M | 0.01% | +2,202+12.4% | Added |
| Van Eck Associates Corp | 19,906 | $6.43M | 0.01% | +1,874+10.4% | Added |
| Archon Partners LLC | 20,000 | $6.46M | 0.69% | 00.0% | Unchanged |
| Prudential PLC | 20,162 | $6.51M | 0.05% | −11,848−37.0% | Reduced |
| Geneos Wealth Management Inc. | 20,178 | $6.52M | 0.17% | −11,182−35.7% | Reduced |
| IMC-Chicago, LLC | 20,451 | $6.61M | 0.12% | +20,451 | New |
| Cullen/Frost Bankers, Inc. | 20,506 | $6.63M | 0.08% | −1,339−6.1% | Reduced |
| Hunter Perkins Capital Management, LLC | 20,581 | $6.65M | 1.47% | +5,269+34.4% | Added |
| Allspring Global Investments Holdings, LLC | 20,366 | $6.78M | 0.01% | −1,935−8.7% | Reduced |
| Brinker Capital Investments, LLC | 21,295 | $6.88M | 0.05% | +2,769+14.9% | Added |
| AXA Investment Managers S.A. | 21,355 | $6.90M | 0.02% | +21,355 | New |
| Fisher Funds Management LTD | 21,492 | $6.94M | 0.18% | 00.0% | Unchanged |
| Principal Securities, Inc. | 21,800 | $7.04M | 0.12% | +1,465+7.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 21,834 | $7.06M | 0.06% | −5,643−20.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,880 | $7.07M | 0.05% | +20,778+1,885.5% | Added |
| Verdence Capital Advisors LLC | 20,749 | $7.11M | 0.41% | −464−2.2% | Reduced |
| Nixon Peabody Trust Co | 22,062 | $7.13M | 0.52% | +161+0.7% | Added |
| North Growth Management Ltd. | 22,000 | $7.13M | 1.24% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 22,236 | $7.18M | 0.01% | −14,019−38.7% | Reduced |
| UniSuper Management Pty Ltd | 22,421 | $7.24M | 0.04% | +6,496+40.8% | Added |
| Rhenman & Partners Asset Management AB | 22,500 | $7.27M | 0.80% | −22,150−49.6% | Reduced |
| National Philanthropic Trust | 22,990 | $7.43M | 0.08% | +6,216+37.1% | Added |
| ProVise Management Group, LLC | 23,066 | $7.45M | 0.55% | −458−1.9% | Reduced |
| Walleye Capital LLC | 23,068 | $7.45M | 0.06% | +12,011+108.6% | Added |
| Toroso Investments, LLC | 23,085 | $7.46M | 0.03% | +3,200+16.1% | Added |
| Punch & Associates Investment Management, Inc. | 23,249 | $7.51M | 0.44% | +86+0.4% | Added |
| Colony Group, LLC | 36,718 | $7.54M | 0.01% | +14,279+63.6% | Added |
| Delta Investment Management, LLC | 23,612 | $7.63M | 1.37% | +23,612 | New |
| GCM Grosvenor Holdings, LLC | 23,894 | $7.72M | 1.17% | −8,269−25.7% | Reduced |
| Manning & Napier Advisors LLC | 24,189 | $7.82M | 0.10% | −14,025−36.7% | Reduced |
| Mizuho Markets Cayman LP | 24,230 | $7.83M | 0.67% | +24,230 | New |
| Steward Partners Investment Advisory, LLC | 24,350 | $7.87M | 0.05% | +2,369+10.8% | Added |
| Mutual of America Capital Management LLC | 24,464 | $7.90M | 0.08% | −1,496−5.8% | Reduced |
| Loomis Sayles & Co L P | 24,643 | $7.96M | 0.01% | −1,681−6.4% | Reduced |
| Rafferty Asset Management, LLC | 25,001 | $8.08M | 0.03% | +1,119+4.7% | Added |
| O'Shaughnessy Asset Management, LLC | 25,200 | $8.14M | 0.05% | −5,368−17.6% | Reduced |
| ASR Vermogensbeheer N.V. | 25,587 | $8.27M | 0.10% | −101−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 25,688 | $8.30M | 0.11% | +6,199+31.8% | Added |
| Pacer Advisors, Inc. | 25,709 | $8.31M | 0.02% | +6,711+35.3% | Added |
| Unison Asset Management LLC | 25,921 | $8.38M | 3.91% | 00.0% | Unchanged |
| Firetrail Investments Pty Ltd | 26,464 | $8.49M | 2.13% | −96−0.4% | Reduced |
| HB Wealth Management, LLC | 26,575 | $8.59M | 0.06% | +4,828+22.2% | Added |
| Cornerstone Advisors, LLC | 26,600 | $8.59M | 0.28% | −400−1.5% | Reduced |
| Pensionmark Financial Group, LLC | 26,693 | $8.62M | 0.18% | −741−2.7% | Reduced |
| Easterly Investment Partners LLC | 27,112 | $8.76M | 0.59% | +27,112 | New |
| Cambridge Investment Research Advisors, Inc. | 27,118 | $8.76M | 0.02% | −1,850−6.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 27,197 | $8.79M | 0.45% | +394+1.5% | Added |
| Venator Management LLC | 27,530 | $8.90M | 2.12% | +27,530 | New |
| Simplex Trading, LLC | 27,588 | $8.91M | 0.20% | +26,697+2,996.3% | Added |
| Gabelli Funds LLC | 28,000 | $9.05M | 0.06% | −1,000−3.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 28,089 | $9.08M | 0.03% | +904+3.3% | Added |
| Impax Asset Management Group plc | 28,294 | $9.14M | 0.05% | +764+2.8% | Added |
| Scotia Capital Inc. | 28,306 | $9.15M | 0.04% | +5,494+24.1% | Added |
| Van Den Berg Management I, Inc | 28,474 | $9.20M | 2.30% | +10,004+54.2% | Added |
| Nissay Asset Management Corp | 28,506 | $9.21M | 0.05% | +215+0.8% | Added |
| Public Employees Retirement Association of Colorado | 28,879 | $9.33M | 0.03% | −571−1.9% | Reduced |
| NEOS Investment Management LLC | 28,971 | $9.36M | 0.07% | +9,101+45.8% | Added |
| ING Groep NV | 29,110 | $9.41M | 0.05% | −619−2.1% | Reduced |
| Banque Pictet & Cie SA | 29,432 | $9.51M | 0.10% | +2,178+8.0% | Added |
| Trillium Asset Management, LLC | 29,436 | $9.51M | 0.25% | −2,908−9.0% | Reduced |
| JustInvest LLC | 29,630 | $9.58M | 0.10% | −6,617−18.3% | Reduced |
| Moore Capital Management, LP | 29,974 | $9.69M | 0.19% | +17,953+149.3% | Added |
| Creative Planning | 29,998 | $9.69M | 0.01% | +5,560+22.8% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 30,633 | $9.90M | 1.11% | +13,638+80.2% | Added |
| Howe & Rusling Inc | 30,890 | $9.98M | 0.68% | +18,469+148.7% | Added |
| First Citizens Bank & Trust Co | 31,017 | $10.0M | 0.22% | +5,139+19.9% | Added |
| CIBC Bancorp USA Inc. | 31,094 | $10.0M | 0.06% | +31,094 | New |
| Eagle Global Advisors LLC | 31,480 | $10.2M | 0.39% | −2,532−7.4% | Reduced |
| Liontrust Investment Partners LLP | 31,665 | $10.2M | 0.15% | +9,155+40.7% | Added |
| Teacher Retirement System of Texas | 31,701 | $10.2M | 0.04% | −127,089−80.0% | Reduced |
| Ieq Capital, LLC | 31,714 | $10.2M | 0.03% | +22,889+259.4% | Added |
| Aptus Capital Advisors, LLC | 31,820 | $10.3M | 0.09% | −25,068−44.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,291 | $10.4M | 0.08% | +235+0.7% | Added |
| Pathstone Holdings, LLC | 32,348 | $10.5M | 0.04% | −968−2.9% | Reduced |
| Intech Investment Management LLC | 32,630 | $10.5M | 0.09% | +4,840+17.4% | Added |
| New York Life Investment Management LLC | 32,841 | $10.6M | 0.09% | −1,649−4.8% | Reduced |
| Exchange Traded Concepts, LLC | 32,956 | $10.6M | 0.10% | +16,371+98.7% | Added |
| Ethic Inc. | 33,008 | $10.7M | 0.18% | −6,761−17.0% | Reduced |
| MAI Capital Management | 33,520 | $10.8M | 0.07% | +25,941+342.3% | Added |