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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 229 | $80.3K | 0.01% | +95+70.9% | Added |
| Monetary Management Group Inc | 250 | $80.8K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $80.8K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 251 | $81.0K | 0.01% | +45+21.8% | Added |
| Trust Co | 252 | $81.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 253 | $81.8K | 0.01% | −10−3.8% | Reduced |
| Silvant Capital Management LLC | 257 | $83.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 264 | $85.3K | 0.00% | +19+7.8% | Added |
| MCF Advisors LLC | 267 | $86.3K | 0.01% | +8+3.1% | Added |
| Colonial Trust Advisors | 269 | $86.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 271 | $87.0K | 0.01% | −70−20.5% | Reduced |
| Spire Wealth Management | 270 | $87.1K | 0.00% | −19−6.6% | Reduced |
| Rothschild Investment LLC | 272 | $87.9K | 0.00% | −63−18.8% | Reduced |
| Smithfield Trust Co | 272 | $89.0K | 0.00% | −153−36.0% | Reduced |
| Harbor Asset Planning, Inc. | 276 | $89.2K | 0.08% | 00.0% | Unchanged |
| Caldwell Trust Co | 280 | $90.5K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 282 | $91.1K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 334 | $91.8K | 0.00% | +99+42.1% | Added |
| Harbor Investment Advisory, LLC | 285 | $92.1K | 0.01% | −55−16.2% | Reduced |
| Heartwood Wealth Advisors LLC | 287 | $92.7K | 0.01% | +287 | New |
| MV Capital Management, Inc. | 295 | $95.3K | 0.01% | +4+1.4% | Added |
| Mechanics Financial Corp | 300 | $96.9K | 0.04% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 300 | $96.9K | 0.08% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 304 | $98.2K | 0.04% | +26+9.4% | Added |
| Banque de Luxembourg S.A. | 310 | $100.2K | 0.05% | +310 | New |
| Essential Partners LLC | 325 | $105.0K | 0.03% | +306+1,610.5% | Added |
| Ameritas Advisory Services, LLC | 348 | $112.3K | 0.01% | −666−65.7% | Reduced |
| Ramirez Asset Management, Inc. | 350 | $113.1K | 0.02% | −3,299−90.4% | Reduced |
| Avalon Trust Co | 352 | $113.7K | 0.01% | +2+0.6% | Added |
| Saranac Partners Ltd | 355 | $114.7K | 0.02% | +355 | New |
| Delta Asset Management LLC | 370 | $119.6K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 375 | $121.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 378 | $122.3K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 380 | $122.8K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 380 | $122.8K | 0.00% | −146−27.8% | Reduced |
| Clear Street Markets LLC | 387 | $125.0K | 0.04% | +235+154.6% | Added |
| Arlington Trust Co LLC | 390 | $126.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 422 | $136.4K | 0.02% | +95+29.1% | Added |
| Westfuller Advisors, LLC | 423 | $136.8K | 0.06% | +423 | New |
| First Horizon Corp | 440 | $142.2K | 0.01% | +440 | New |
| Roxbury Financial LLC | 447 | $144.3K | 0.13% | +2+0.4% | Added |
| Zions Bancorporation, National Association | 459 | $148.3K | 0.01% | −145−24.0% | Reduced |
| Versant Capital Management, Inc | 477 | $154.1K | 0.02% | +128+36.7% | Added |
| Volterra Technologies LP | 480 | $155.1K | 0.10% | −1,133−70.2% | Reduced |
| CVA Family Office, LLC | 512 | $165.4K | 0.02% | −109−17.6% | Reduced |
| Mather Group, LLC. | 513 | $165.6K | 0.00% | +513 | New |
| North Star Investment Management Corp. | 513 | $165.8K | 0.01% | +2+0.4% | Added |
| City Holding Co | 515 | $166.4K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 525 | $169.6K | 0.01% | +59+12.7% | Added |
| New England Capital Financial Advisors LLC | 543 | $175.3K | 0.07% | +2+0.4% | Added |
| Addison Advisors LLC | 544 | $175.8K | 0.04% | −99−15.4% | Reduced |
| Rise Advisors, LLC | 559 | $180.7K | 0.06% | +1+0.2% | Added |
| Curat Global, LLC | 600 | $193.4K | 0.18% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 600 | $193.9K | 0.19% | +600 | New |
| Key Financial Inc | 586 | $194.9K | 0.04% | −123−17.3% | Reduced |
| Indiana Trust & Investment Management CO | 619 | $200.0K | 0.06% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 620 | $200.4K | 0.04% | −2−0.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 622 | $200.9K | 0.01% | −2,365−79.2% | Reduced |
| Bradley Foster & Sargent Inc | 622 | $201.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 555 | $201.0K | 0.13% | −225−28.8% | Reduced |
| Requisite Capital Management, LLC | 623 | $201.3K | 0.03% | +623 | New |
| First National Trust Co | 625 | $201.9K | 0.01% | −45−6.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 625 | $201.9K | 0.12% | −25−3.8% | Reduced |
| Washington Capital Management Inc | 625 | $201.9K | 0.14% | 00.0% | Unchanged |
| Fire Capital Management LLC | 625 | $201.9K | 0.12% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 625 | $202.0K | 0.01% | +27+4.5% | Added |
| Abacus Planning Group, Inc. | 628 | $202.9K | 0.03% | −351−35.9% | Reduced |
| Formidable Asset Management, LLC | 522 | $202.9K | 0.03% | +12+2.4% | Added |
| Addison Capital Co | 628 | $203.0K | 0.06% | 00.0% | Unchanged |
| Onefund, LLC | 631 | $203.9K | 0.13% | +21+3.4% | Added |
| Convergence Investment Partners, LLC | 634 | $205.0K | 0.05% | +59+10.3% | Added |
| McLean Asset Management Corp | 587 | $205.4K | 0.04% | −153−20.7% | Reduced |
| Elm Partners Management LLC | 637 | $205.8K | 0.01% | +637 | New |
| Shoker Investment Counsel, Inc. | 638 | $206.2K | 0.06% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 577 | $206.3K | 0.04% | +2+0.3% | Added |
| Vantage Financial Partners, LLC | 639 | $206.6K | 0.04% | +3+0.5% | Added |
| IHT Wealth Management, LLC | 640 | $206.8K | 0.01% | −89−12.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 640 | $206.8K | 0.09% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 641 | $207.1K | 0.05% | −8−1.2% | Reduced |
| Kaufman Rossin Wealth, LLC | 642 | $207.4K | 0.11% | +642 | New |
| Kellett Schaffner Wealth Advisors LLC | 643 | $207.8K | 0.13% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 644 | $208.1K | 0.02% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 648 | $209.4K | 0.08% | −6−0.9% | Reduced |
| Hartford Funds Management Co LLC | 646 | $209.4K | 0.02% | −110−14.6% | Reduced |
| First County Bank | 650 | $210.0K | 0.11% | −70−9.7% | Reduced |
| Cherokee Insurance Co | 650 | $210.0K | 0.09% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 652 | $210.7K | 0.01% | −72−9.9% | Reduced |
| HFG Advisors, Inc. | 652 | $210.8K | 0.16% | +3+0.5% | Added |
| Parkside Financial Bank & Trust | 653 | $211.0K | 0.02% | −49−7.0% | Reduced |
| Venture Visionary Partners LLC | 657 | $212.5K | 0.01% | −489−42.7% | Reduced |
| Premier Path Wealth Partners, LLC | 660 | $213.4K | 0.03% | −88−11.8% | Reduced |
| Stanley-Laman Group, Ltd. | 666 | $215.2K | 0.03% | −7,636−92.0% | Reduced |
| Fort Point Capital Partners LLC | 668 | $215.8K | 0.03% | +44+7.1% | Added |
| Continuum Advisory, LLC | 669 | $216.2K | 0.02% | −146−17.9% | Reduced |
| Syverson Strege & Co | 671 | $216.8K | 0.05% | −222−24.9% | Reduced |
| Pathway Financial Advisers, LLC | 678 | $218.9K | 0.06% | +1+0.1% | Added |
| Astoria Portfolio Advisors LLC. | 604 | $218.9K | 0.06% | −365−37.7% | Reduced |
| AXS Investments LLC | 678 | $219.1K | 0.07% | +678 | New |
| Rik Saylor Financial, Inc. | 680 | $219.7K | 0.16% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 682 | $220.4K | 0.04% | 00.0% | Unchanged |