Skip to main content

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: 1,423 institutionsQ2 2022: 1,443 institutionsQ3 2022: 1,448 institutionsQ4 2022: 1,550 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,672 institutionsQ2 2024: 1,712 institutionsQ3 2024: 1,702 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 20241,702$107.2B
Q2 20241,712$112.7B
Q1 20241,672$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,550$108.8B
Q3 20221,448$97.0B
Q2 20221,443$103.2B
Q1 20221,423$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
Ashton Thomas Securities, LLC0$00.00%−1,074−100.0%Sold out
Solidarilty Wealth, LLC0$00.00%−1,055−100.0%Sold out
Wealth Management Associates, Inc.0$00.00%−1,053−100.0%Sold out
Impact Capital Partners LLC0$00.00%−1,048−100.0%Sold out
Dahring | Cusmano LLC0$00.00%−1,025−100.0%Sold out
Blossom Wealth Management0$00.00%−999−100.0%Sold out
Wealthquest Corp0$00.00%−935−100.0%Sold out
Victrix Investment Advisors0$00.00%−887−100.0%Sold out
SCS Capital Management LLC0$00.00%−863−100.0%Sold out
Zacks Investment Management0$00.00%−849−100.0%Sold out
BSW Wealth Partners0$00.00%−848−100.0%Sold out
Sage Investment Counsel LLC0$00.00%−847−100.0%Sold out
TCG Advisory Services, LLC0$00.00%−834−100.0%Sold out
Summit X, LLC0$00.00%−817−100.0%Sold out
Childress Capital Advisors, LLC0$00.00%−797−100.0%Sold out
AA Financial Advisors, LLC0$00.00%−792−100.0%Sold out
Dakota Wealth Management0$00.00%−781−100.0%Sold out
True North Advisors, LLC0$00.00%−765−100.0%Sold out
Lountzis Asset Management, LLC0$00.00%−755−100.0%Sold out
PKS Advisory Services, LLC0$00.00%−772−100.0%Sold out
Credit Capital Investments LLC0$00.00%−750−100.0%Sold out
Moors & Cabot, Inc.0$00.00%−745−100.0%Sold out
ASB Consultores, LLC0$00.00%−722−100.0%Sold out
Proficio Capital Partners LLC0$00.00%−716−100.0%Sold out
Advyzon Investment Management, LLC0$00.00%−710−100.0%Sold out
SevenBridge Financial Group, LLC0$00.00%−938−100.0%Sold out
RVW Wealth, LLC0$00.00%−695−100.0%Sold out
Avidian Wealth Solutions, LLC0$00.00%−693−100.0%Sold out
Seeds Investor LLC0$00.00%−680−100.0%Sold out
Park National Corp0$00.00%−678−100.0%Sold out
Jacobsen Capital Management0$00.00%−678−100.0%Sold out
3Chopt Investment Partners, LLC0$00.00%−665−100.0%Sold out
Maripau Wealth Management LLC0$00.00%−662−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−640−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−639−100.0%Sold out
Marotta Asset Management0$00.00%−639−100.0%Sold out
Cozad Asset Management Inc0$00.00%−627−100.0%Sold out
Fountainhead AM, LLC0$00.00%−621−100.0%Sold out
Kovack Advisors, Inc.0$00.00%−618−100.0%Sold out
First National Bank0$00.00%−618−100.0%Sold out
Equitable Holdings, Inc.0$00.00%−618−100.0%Sold out
Alpha Family Trust0$00.00%−615−100.0%Sold out
Trust Investment Advisors0$00.00%−609−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−609−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−606−100.0%Sold out
Concord Asset Management, LLC0$00.00%−604−100.0%Sold out
Consolidated Planning Corp0$00.00%−604−100.0%Sold out
Parsonex Advisory Services, Inc.0$00.00%−603−100.0%Sold out
Court Place Advisors, LLC0$00.00%−601−100.0%Sold out
Gabelli & Co Investment Advisers, Inc.0$00.00%−600−100.0%Sold out
Pecaut & Co.0$00.00%−600−100.0%Sold out
MBB Public Markets I LLC0$00.00%−600−100.0%Sold out
Diametric Capital, LP0$00.00%−598−100.0%Sold out
Evercore Wealth Management, LLC0$00.00%−596−100.0%Sold out
Apollon Financial, LLC0$00.00%−591−100.0%Sold out
Florida Financial Advisors, LLC0$00.00%−580−100.0%Sold out
Royal Fund Management, LLC0$00.00%−578−100.0%Sold out
Old Mission Investment Co LLC0$00.00%−575−100.0%Sold out
Sawgrass Asset Management LLC0$00.00%−574−100.0%Sold out
Advisory Alpha, LLC0$00.00%−564−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−560−100.0%Sold out
American Trust0$00.00%−558−100.0%Sold out
Financial Advisory Service, Inc.0$00.00%−555−100.0%Sold out
Consolidated Portfolio Review Corp0$00.00%−553−100.0%Sold out
Independent Financial Group, LLC0$00.00%−553−100.0%Sold out
Verity Asset Management, Inc.0$00.00%−553−100.0%Sold out
KLCM Advisors, Inc.0$00.00%−551−100.0%Sold out
Quantum Financial Advisors, LLC0$00.00%−551−100.0%Sold out
eCIO, Inc.0$00.00%−550−100.0%Sold out
Alteri Wealth LLC0$00.00%−543−100.0%Sold out
Balentine LLC0$00.00%−542−100.0%Sold out
Summit Place Financial Advisors, LLC0$00.00%−542−100.0%Sold out
Howard Bailey Securities, LLC0$00.00%−540−100.0%Sold out
Pine Valley Investments Ltd Liability Co0$00.00%−538−100.0%Sold out
LJI Wealth Management, LLC0$00.00%−538−100.0%Sold out
Sentinus, LLC0$00.00%−537−100.0%Sold out
Brooklyn FI, LLC0$00.00%−535−100.0%Sold out
Maxele Advisors, LLC0$00.00%−535−100.0%Sold out
Bridgewater Advisors Inc.0$00.00%−720−100.0%Sold out
TownSquare Capital, LLC0$00.00%−532−100.0%Sold out
E&G Advisors, LP0$00.00%−530−100.0%Sold out
Crew Capital Management, Ltd.0$00.00%−529−100.0%Sold out
Kelly Financial Services LLC0$00.00%−529−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−529−100.0%Sold out
Platform Technology Partners0$00.00%−526−100.0%Sold out
Hibernia Wealth Partners, LLC0$00.00%−526−100.0%Sold out
Loring Wolcott & Coolidge Fiduciary Advisors LLP0$00.00%−522−100.0%Sold out
Bahl & Gaynor Inc0$00.00%−517−100.0%Sold out
Aprio Wealth Management, LLC0$00.00%−517−100.0%Sold out
Demars Financial Group, LLC0$00.00%−516−100.0%Sold out
Briaud Financial Planning, Inc0$00.00%−501−100.0%Sold out
Icon Wealth Advisors, LLC0$00.00%−485−100.0%Sold out
Traub Capital Management LLC0$00.00%−440−100.0%Sold out
Chung Wu Investment Group, LLC0$00.00%−380−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−100,109−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−360−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−360−100.0%Sold out
Livelsberger Financial Advisory0$00.00%−301−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−240−100.0%Sold out
VSM Wealth Advisory, LLC0$00.00%−156−100.0%Sold out