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 |
|---|---|---|---|---|---|
| Patton Fund Management, Inc. | 685 | $221.3K | 0.04% | +685 | New |
| Aldebaran Financial Inc. | 686 | $221.7K | 0.22% | +1+0.1% | Added |
| SJS Investment Consulting Inc. | 688 | $222.3K | 0.03% | +11+1.6% | Added |
| Strategic Blueprint, LLC | 689 | $222.7K | 0.01% | +689 | New |
| Strategic Advisors LLC | 697 | $225.4K | 0.04% | −8−1.1% | Reduced |
| Meyer Handelman Co | 700 | $226.2K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 700 | $226.2K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 701 | $226.5K | 0.00% | −13−1.8% | Reduced |
| SwitchPoint Financial Planning, LLC | 702 | $227.0K | 0.16% | −2−0.3% | Reduced |
| Prosperity Consulting Group, LLC | 710 | $229.4K | 0.01% | +141+24.8% | Added |
| WSFS Capital Management, LLC | 710 | $229.4K | 0.01% | +4+0.6% | Added |
| Catalyst Financial Partners LLC | 714 | $230.7K | 0.03% | −514−41.9% | Reduced |
| Clark Capital Management Group, Inc. | 714 | $230.7K | 0.00% | −27−3.6% | Reduced |
| Camden Capital, LLC | 716 | $231.3K | 0.02% | −19−2.6% | Reduced |
| BNP Paribas | 716 | $231.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 717 | $232.0K | 0.00% | +440+158.8% | Added |
| Prudent Man Advisors, LLC | 719 | $232.3K | 0.09% | −539−42.8% | Reduced |
| Herold Advisors, Inc. | 719 | $232.3K | 0.05% | −21−2.8% | Reduced |
| Choate Investment Advisors | 726 | $234.6K | 0.00% | −52−6.7% | Reduced |
| East Coast Asset Management, LLC. | 730 | $235.9K | 0.07% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 731 | $236.2K | 0.00% | −195−21.1% | Reduced |
| Medallion Wealth Advisors, LLC | 733 | $236.8K | 0.08% | 00.0% | Unchanged |
| Harbor Group, Inc. | 733 | $237.0K | 0.04% | +59+8.8% | Added |
| Deseret Mutual Benefit Administrators | 736 | $237.8K | 0.10% | +177+31.7% | Added |
| KFG Wealth Management, LLC | 738 | $238.4K | 0.03% | −131−15.1% | Reduced |
| Lakeridge Wealth Management LLC | 738 | $238.4K | 0.11% | +3+0.4% | Added |
| Dean Investment Associates, LLC | 739 | $238.8K | 0.03% | −17−2.2% | Reduced |
| SummitTX Capital, L.P. | 746 | $241.0K | 0.01% | −1,680−69.2% | Reduced |
| Stonegate Investment Group, LLC | 748 | $241.7K | 0.01% | +223+42.5% | Added |
| Cromwell Holdings LLC | 750 | $242.3K | 0.13% | −12−1.6% | Reduced |
| Freestone Capital Holdings, LLC | 751 | $242.7K | 0.01% | −392−34.3% | Reduced |
| Providence First Trust Co | 753 | $243.3K | 0.08% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 754 | $243.6K | 0.17% | +63+9.1% | Added |
| Cary Street Partner Investment Advisory LLC | 754 | $243.6K | 0.10% | −48−6.0% | Reduced |
| IFP Advisors, Inc | 756 | $244.3K | 0.01% | +52+7.4% | Added |
| Symphony Financial, Ltd. Co. | 763 | $244.8K | 0.03% | −1,868−71.0% | Reduced |
| Keynote Financial Services LLC | 760 | $245.6K | 0.15% | −5−0.7% | Reduced |
| Creative Financial Designs Inc | 761 | $245.8K | 0.02% | −3−0.4% | Reduced |
| Forefront Wealth Partners, LLC | 763 | $246.6K | 0.06% | −166−17.9% | Reduced |
| Fedenia Advisers LLC | 765 | $247.2K | 0.10% | −104−12.0% | Reduced |
| Ascent Wealth Partners, LLC | 765 | $247.2K | 0.03% | −28−3.5% | Reduced |
| First Bank & Trust | 767 | $247.8K | 0.04% | −93−10.8% | Reduced |
| Altfest L J & Co Inc | 767 | $247.9K | 0.03% | 00.0% | Unchanged |
| Truepoint, Inc. | 770 | $248.8K | 0.01% | −45−5.5% | Reduced |
| Financial Advisors Network, Inc. | 770 | $248.8K | 0.04% | 00.0% | Unchanged |
| Rockland Trust Co | 770 | $248.8K | 0.01% | +3+0.4% | Added |
| Basepoint Wealth LLC | 770 | $248.9K | 0.18% | −132−14.6% | Reduced |
| Dover Advisors, LLC | 773 | $249.8K | 0.10% | 00.0% | Unchanged |
| Capital Analysts, LLC | 772 | $250.0K | 0.01% | +194+33.6% | Added |
| Ignite Planners, LLC | 774 | $250.1K | 0.04% | −1−0.1% | Reduced |
| Massmutual Trust Co FSB | 775 | $250.4K | 0.01% | −291−27.3% | Reduced |
| Gladstone Institutional Advisory LLC | 775 | $250.5K | 0.01% | +106+15.8% | Added |
| Pettinga Financial Advisors, LLC | 775 | $250.5K | 0.05% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 778 | $251.4K | 0.02% | +778 | New |
| Red Door Wealth Management, LLC | 779 | $251.7K | 0.03% | +779 | New |
| Alpha Omega Wealth Management LLC | 780 | $252.0K | 0.04% | −100−11.4% | Reduced |
| Larson Financial Group LLC | 784 | $253.5K | 0.01% | +67+9.3% | Added |
| Waterloo Capital, L.P. | 786 | $253.8K | 0.02% | +69+9.6% | Added |
| Everpar Advisors LLC | 789 | $254.9K | 0.10% | +789 | New |
| Manchester Capital Management LLC | 789 | $255.0K | 0.03% | −27−3.3% | Reduced |
| Accurate Wealth Management, LLC | 729 | $255.5K | 0.03% | +22+3.1% | Added |
| Schnieders Capital Management, LLC. | 791 | $255.6K | 0.05% | +791 | New |
| Fulton Breakefield Broenniman LLC | 796 | $257.2K | 0.02% | −18−2.2% | Reduced |
| Patton Albertson Miller Group, LLC | 799 | $258.2K | 0.03% | −1,616−66.9% | Reduced |
| DLK Investment Management, LLC | 800 | $258.5K | 0.10% | +800 | New |
| Crawford Investment Counsel Inc | 802 | $259.1K | 0.00% | +73+10.0% | Added |
| HBK Sorce Advisory LLC | 743 | $259.7K | 0.01% | +31+4.4% | Added |
| Foster & Motley Inc | 804 | $260.0K | 0.01% | −30−3.6% | Reduced |
| Fulton Bank, N.A. | 807 | $260.8K | 0.01% | −909−53.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 809 | $261.2K | 0.03% | −111−12.1% | Reduced |
| Atlas Wealth LLC | 810 | $261.7K | 0.08% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 815 | $263.2K | 0.04% | −27−3.2% | Reduced |
| Foresight Global Investors, Inc. | 819 | $264.6K | 0.16% | +819 | New |
| Hudson Bay Capital Management LP | 821 | $265.3K | 0.00% | −3,294−80.0% | Reduced |
| Signet Financial Management, LLC | 824 | $266.3K | 0.03% | −16−1.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 825 | $266.6K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 827 | $267.2K | 0.01% | +508+159.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 828 | $268.0K | 0.08% | −95−10.3% | Reduced |
| Paradigm Financial Partners, LLC | 835 | $269.8K | 0.03% | +206+32.8% | Added |
| Samalin Investment Counsel, LLC | 836 | $270.2K | 0.09% | −69−7.6% | Reduced |
| Torrey Growth & Income Advisors | 839 | $271.1K | 0.08% | +839 | New |
| First Foundation Advisors | 843 | $272.4K | 0.01% | −50−5.6% | Reduced |
| Private Wealth Asset Management, LLC | 853 | $275.6K | 0.03% | +11+1.3% | Added |
| Cynosure Management, LLC | 856 | $276.6K | 0.03% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 858 | $277.2K | 0.04% | 00.0% | Unchanged |
| Midwest Trust Co | 858 | $277.2K | 0.00% | −753−46.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 858 | $277.3K | 0.02% | +858 | New |
| Evoke Wealth, LLC | 862 | $278.8K | 0.01% | +244+39.5% | Added |
| Alliance Wealth Advisors, LLC | 868 | $280.5K | 0.14% | +79+10.0% | Added |
| Hilltop Partners LLC | 869 | $280.8K | 0.08% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 873 | $282.2K | 0.13% | −18−2.0% | Reduced |
| Retirement Planning Group, LLC | 878 | $283.7K | 0.21% | +4+0.5% | Added |
| Drucker Wealth 3.0, LLC | 879 | $284.0K | 0.05% | −619−41.3% | Reduced |
| Keel Point, LLC | 884 | $285.8K | 0.02% | −605−40.6% | Reduced |
| Atomi Financial Group, Inc. | 884 | $285.8K | 0.01% | +128+16.9% | Added |
| Covestor Ltd | 886 | $286.0K | 0.16% | +398+81.6% | Added |
| Jackson Thornton Asset Management, LLC | 792 | $287.0K | 0.03% | +792 | New |
| Chicago Partners Investment Group LLC | 847 | $287.5K | 0.01% | −31−3.5% | Reduced |
| Campion Asset Management LLC | 895 | $289.2K | 0.21% | −20−2.2% | Reduced |
| Elser Financial Planning, Inc | 853 | $290.2K | 0.35% | −25−2.8% | Reduced |