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 |
|---|---|---|---|---|---|
| Davis Capital Management | 43 | $13.9K | 0.01% | +43 | New |
| Citizens National Bank Trust Department | 45 | $14.5K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 45 | $14.5K | 0.01% | +45 | New |
| WPG Advisers, LLC | 47 | $15.2K | 0.01% | −25−34.7% | Reduced |
| Raffa Wealth Management, LLC | 47 | $15.2K | 0.00% | +4+9.3% | Added |
| Kerr Financial Planning Corp | 46 | $15.2K | 0.02% | +46 | New |
| West Branch Capital LLC | 48 | $15.5K | 0.00% | +48 | New |
| ORG Partners LLC | 49 | $15.8K | 0.00% | −6−10.9% | Reduced |
| Howard Hughes Medical Institute | 49 | $15.8K | 0.01% | −1−2.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 49 | $15.8K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 49 | $15.8K | 0.01% | +49 | New |
| BFSG, LLC | 50 | $16.2K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 50 | $16.2K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 50 | $16.2K | 0.01% | +50 | New |
| Vermillion Wealth Management, Inc. | 51 | $16.5K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 51 | $16.5K | 0.00% | +51 | New |
| Albion Financial Group | 52 | $16.8K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 52 | $16.8K | 0.01% | +31+147.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 53 | $17.1K | 0.01% | −56−51.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 54 | $17.4K | 0.00% | −2−3.6% | Reduced |
| Palisade Asset Management, LLC | 54 | $17.4K | 0.00% | +54 | New |
| Hopwood Financial Services, Inc. | 56 | $18.1K | 0.01% | −23−29.1% | Reduced |
| Flagship Wealth Advisors, LLC | 56 | $18.1K | 0.01% | −14−20.0% | Reduced |
| Boyd Watterson Asset Management LLC | 56 | $18.1K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 56 | $18.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $18.4K | 0.00% | −7−10.9% | Reduced |
| Accredited Wealth Management, LLC | 83 | $18.4K | 0.01% | +26+45.6% | Added |
| Fourth Dimension Wealth, LLC | 57 | $18.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 61 | $19.6K | 0.00% | +1+1.7% | Added |
| Alerus Financial NA | 61 | $19.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 61 | $19.8K | 0.00% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 62 | $20.0K | 0.01% | +62 | New |
| Capula Management Ltd | 63 | $20.4K | 0.00% | −186−74.7% | Reduced |
| Root Financial Partners, LLC | 64 | $20.7K | 0.00% | +64 | New |
| Fairscale Capital, LLC | 65 | $21.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 66 | $21.2K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 66 | $21.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 67 | $21.6K | 0.01% | −10−13.0% | Reduced |
| Piscataqua Savings Bank | 69 | $22.3K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 71 | $22.9K | 0.01% | −238−77.0% | Reduced |
| Montag A & Associates Inc | 72 | $23.1K | 0.00% | −161−69.1% | Reduced |
| North Capital, Inc. | 72 | $23.3K | 0.02% | −11−13.3% | Reduced |
| WealthCollab, LLC | 74 | $23.9K | 0.01% | −43−36.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 74 | $23.9K | 0.00% | −16−17.8% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $24.2K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $24.2K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $24.2K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 75 | $24.2K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 76 | $24.6K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 80 | $25.9K | 0.02% | +20+33.3% | Added |
| UMA Financial Services, Inc. | 82 | $26.5K | 0.00% | +63+331.6% | Added |
| Activest Wealth Management | 85 | $27.5K | 0.01% | +34+66.7% | Added |
| Rossby Financial, LCC | 84 | $27.9K | 0.01% | +44+110.0% | Added |
| Truvestments Capital LLC | 88 | $28.4K | 0.01% | −80−47.6% | Reduced |
| Crews Bank & Trust | 93 | $30.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 96 | $31.0K | 0.01% | −54−36.0% | Reduced |
| Arcadia Investment Management Corp | 100 | $32.3K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $32.3K | 0.01% | 00.0% | Unchanged |
| Motco | 100 | $32.3K | 0.00% | +77+334.8% | Added |
| Bruce G. Allen Investments, LLC | 102 | $33.0K | 0.02% | −231−69.4% | Reduced |
| IAG Wealth Partners, LLC | 104 | $33.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 105 | $33.9K | 0.00% | +7+7.1% | Added |
| Trust Co of Toledo NA | 110 | $35.5K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 110 | $35.5K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 108 | $36.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 115 | $37.2K | 0.01% | −12−9.4% | Reduced |
| True Wealth Design, LLC | 117 | $37.9K | 0.01% | +95+431.8% | Added |
| Syntax Research, Inc. | 121 | $39.0K | 0.03% | −2,879−96.0% | Reduced |
| Concord Wealth Partners | 122 | $39.4K | 0.01% | −482−79.8% | Reduced |
| Main Street Group, LTD | 132 | $42.7K | 0.01% | −110−45.5% | Reduced |
| Ancora Advisors, LLC | 132 | $42.7K | 0.00% | −105−44.3% | Reduced |
| NBC Securities, Inc. | 135 | $43.6K | 0.00% | −15−10.0% | Reduced |
| Financial Perspectives, Inc | 135 | $43.6K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 137 | $43.7K | 0.00% | −10−6.8% | Reduced |
| Coston, McIsaac & Partners | 150 | $48.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 153 | $49.4K | 0.01% | −42−21.5% | Reduced |
| City State Bank | 160 | $51.7K | 0.01% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 160 | $51.7K | 0.02% | +160 | New |
| First Command Advisory Services, Inc. | 162 | $52.3K | 0.00% | −61−27.4% | Reduced |
| Stephens Consulting, LLC | 164 | $53.0K | 0.02% | −4−2.4% | Reduced |
| WS Portfolio Advisory, LLC | 164 | $53.0K | 2.88% | 00.0% | Unchanged |
| American National Bank | 170 | $54.9K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 170 | $55.0K | 0.01% | −6−3.4% | Reduced |
| Trust Co of Vermont | 172 | $55.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 174 | $56.0K | 0.01% | −42−19.4% | Reduced |
| Hallmark Capital Management Inc | 175 | $56.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 185 | $60.0K | 0.00% | −32−14.7% | Reduced |
| Golden State Wealth Management, LLC | 189 | $61.2K | 0.01% | −4−2.1% | Reduced |
| Quarry LP | 193 | $62.4K | 0.02% | +193 | New |
| JFS Wealth Advisors, LLC | 196 | $63.3K | 0.00% | −20−9.3% | Reduced |
| Ogorek Anthony Joseph | 209 | $67.0K | 0.02% | +23+12.4% | Added |
| Caitong International Asset Management Co., Ltd | 209 | $67.5K | 0.05% | +29+16.1% | Added |
| Kozak & Associates, Inc. | 211 | $69.8K | 0.01% | −148−41.2% | Reduced |
| Cohen & Steers, Inc. | 220 | $71.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 230 | $74.3K | 0.01% | −82−26.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 232 | $75.0K | 0.02% | −85−26.8% | Reduced |
| Wiser Advisor Group LLC | 232 | $75.0K | 0.09% | +232 | New |
| HFM Investment Advisors, LLC | 241 | $77.9K | 0.03% | −1−0.4% | Reduced |
| Bank of Jackson Hole Trust | 241 | $77.9K | 0.04% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 236 | $78.0K | 0.04% | 00.0% | Unchanged |