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 |
|---|---|---|---|---|---|
| Regatta Capital Group, LLC | 898 | $290.3K | 0.05% | −143−13.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 900 | $290.8K | 0.15% | +200+28.6% | Added |
| Disciplined Investors, L.L.C. | 904 | $292.3K | 0.21% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 906 | $293.0K | 0.11% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 907 | $293.1K | 0.07% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 819 | $293.3K | 0.10% | +64+8.5% | Added |
| Everett Harris & Co | 911 | $294.4K | 0.00% | −71−7.2% | Reduced |
| Resonant Capital Advisors, LLC | 912 | $294.7K | 0.02% | −71−7.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 915 | $295.7K | 0.02% | −125−12.0% | Reduced |
| Baxter Bros Inc | 921 | $297.6K | 0.03% | +921 | New |
| Circle Wealth Management, LLC | 922 | $297.9K | 0.01% | +52+6.0% | Added |
| Qtron Investments LLC | 924 | $298.6K | 0.04% | −801−46.4% | Reduced |
| AdvisorNet Financial, Inc | 925 | $298.9K | 0.02% | +270+41.2% | Added |
| LongView Wealth Management | 926 | $299.1K | 0.08% | +99+12.0% | Added |
| First Western Trust Bank | 927 | $299.5K | 0.01% | −61−6.2% | Reduced |
| Capital Investment Advisors, LLC | 927 | $299.6K | 0.00% | +151+19.5% | Added |
| Western Wealth Management, LLC | 930 | $300.6K | 0.02% | +39+4.4% | Added |
| Sound Income Strategies, LLC | 840 | $300.8K | 0.02% | +840 | New |
| Brass Tax Wealth Management, Inc | 937 | $302.9K | 0.05% | +4+0.4% | Added |
| Bell Investment Advisors, Inc | 942 | $304.3K | 0.05% | −77−7.6% | Reduced |
| Wealthspire Advisors, LLC | 942 | $304.5K | 0.00% | −371−28.3% | Reduced |
| Stillwater Capital Advisors, LLC | 946 | $305.7K | 0.03% | +946 | New |
| Systematic Alpha Investments, LLC | 947 | $306.0K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 947 | $306.0K | 0.05% | +379+66.7% | Added |
| Marathon Capital Management | 949 | $306.6K | 0.07% | +949 | New |
| Savvy Advisors, Inc. | 949 | $306.7K | 0.01% | +139+17.2% | Added |
| Hilltop Holdings Inc. | 957 | $309.2K | 0.02% | +957 | New |
| First Financial Bank - Trust Division | 962 | $310.8K | 0.03% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 966 | $312.1K | 0.03% | −144−13.0% | Reduced |
| Evergreen Capital Management LLC | 970 | $313.4K | 0.01% | −131−11.9% | Reduced |
| First Financial Corp | 971 | $313.8K | 0.12% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 972 | $314.2K | 0.05% | +41+4.4% | Added |
| Farmers Trust Co | 975 | $315.0K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 978 | $316.0K | 0.03% | +978 | New |
| Sound View Wealth Advisors Group, LLC | 982 | $317.4K | 0.02% | −212−17.8% | Reduced |
| Edgestream Partners, L.P. | 986 | $318.6K | 0.01% | −2,168−68.7% | Reduced |
| EntryPoint Capital, LLC | 990 | $319.9K | 0.12% | +990 | New |
| Scientech Research LLC | 990 | $319.9K | 0.11% | +990 | New |
| Kuhn & Co Investment Counsel | 1,000 | $323.1K | 0.26% | 00.0% | Unchanged |
| Adams Wealth Management | 1,001 | $323.3K | 0.07% | 00.0% | Unchanged |
| CacheTech Inc. | 1,001 | $323.3K | 0.07% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,005 | $324.6K | 0.05% | +1+0.1% | Added |
| Gryphon Financial Partners LLC | 1,006 | $324.9K | 0.04% | −135−11.8% | Reduced |
| Capital International Sarl | 1,011 | $326.7K | 0.01% | −967−48.9% | Reduced |
| Pines Wealth Management, LLC | 1,011 | $326.7K | 0.11% | +317+45.7% | Added |
| ICW Investment Advisors LLC | 1,015 | $328.1K | 0.12% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,017 | $328.8K | 0.02% | −4,549−81.7% | Reduced |
| Advisors Capital Management, LLC | 1,017 | $328.8K | 0.00% | −314−23.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,018 | $328.8K | 0.03% | +402+65.3% | Added |
| Claris Financial LLC | 1,021 | $329.9K | 0.19% | +1,021 | New |
| Natural Investments, LLC | 1,022 | $330.0K | 0.08% | −8−0.8% | Reduced |
| CWA Asset Management Group, LLC | 1,029 | $332.5K | 0.01% | +459+80.5% | Added |
| LGT Group Foundation | 1,001 | $333.0K | 0.00% | −555−35.7% | Reduced |
| Berkshire Asset Management LLC | 1,036 | $334.8K | 0.01% | −398−27.8% | Reduced |
| Romano Brothers and Company | 1,036 | $334.8K | 0.04% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,037 | $335.1K | 0.08% | +160+18.2% | Added |
| Kelly Financial Group LLC | 1,040 | $336.0K | 0.09% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,050 | $339.3K | 0.06% | −240−18.6% | Reduced |
| Goelzer Investment Management, Inc. | 1,052 | $339.9K | 0.02% | −280−21.0% | Reduced |
| Cim Investment Mangement Inc | 1,053 | $340.2K | 0.09% | −1,080−50.6% | Reduced |
| Crestwood Advisors Group LLC | 1,058 | $341.7K | 0.01% | −32−2.9% | Reduced |
| Whalen Wealth Management Inc. | 1,064 | $343.8K | 0.20% | −2,554−70.6% | Reduced |
| Perpetual Ltd | 1,065 | $344.1K | 0.00% | −397−27.2% | Reduced |
| Alta Advisers Ltd | 1,071 | $346.1K | 0.11% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,071 | $346.1K | 0.01% | +303+39.5% | Added |
| FourThought Financial Partners, LLC | 1,071 | $346.1K | 0.03% | +1,071 | New |
| Sara-Bay Financial | 1,072 | $346.4K | 0.10% | −30−2.7% | Reduced |
| Claro Advisors LLC | 1,084 | $350.2K | 0.05% | +256+30.9% | Added |
| GTS Securities LLC | 1,087 | $351.2K | 0.01% | +161+17.4% | Added |
| Moneta Group Investment Advisors LLC | 1,088 | $351.6K | 0.00% | −83−7.1% | Reduced |
| Sivia Capital Partners, LLC | 1,090 | $352.2K | 0.10% | +1,090 | New |
| Willner & Heller, LLC | 1,090 | $352.3K | 0.27% | −809−42.6% | Reduced |
| King Wealth | 1,093 | $353.0K | 0.04% | −1,176−51.8% | Reduced |
| Independence Bank of Kentucky | 1,099 | $355.1K | 0.05% | +128+13.2% | Added |
| Haverford Trust Co | 1,107 | $357.7K | 0.00% | −2,008−64.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,107 | $357.8K | 0.02% | +1,107 | New |
| Cardiff Park Advisors, LLC | 1,118 | $361.2K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,128 | $364.7K | 0.08% | +111+10.9% | Added |
| Everhart Financial Group, Inc. | 1,130 | $365.1K | 0.04% | −143−11.2% | Reduced |
| Kapstone Financial Advisors LLC | 1,133 | $366.1K | 0.17% | −222−16.4% | Reduced |
| Accredited Investors Inc. | 1,133 | $366.1K | 0.02% | +180+18.9% | Added |
| Douglass Winthrop Advisors, LLC | 1,142 | $369.0K | 0.01% | +17+1.5% | Added |
| Mesirow Financial Investment Management, Inc. | 1,139 | $369.2K | 0.01% | +150+15.2% | Added |
| Monarch Capital Management Inc | 1,153 | $372.6K | 0.09% | 00.0% | Unchanged |
| R Squared Ltd | 1,158 | $374.2K | 0.16% | +1,158 | New |
| Weinberger Asset Management, Inc | 1,161 | $375.0K | 0.14% | −22−1.9% | Reduced |
| Meritage Portfolio Management | 1,167 | $377.1K | 0.03% | −19−1.6% | Reduced |
| Sowell Financial Services LLC | 1,171 | $378.4K | 0.01% | −274−19.0% | Reduced |
| Sagespring Wealth Partners, LLC | 1,173 | $379.2K | 0.01% | −407−25.8% | Reduced |
| Client 1st Advisory Group, LLC | 1,176 | $380.0K | 0.13% | +330+39.0% | Added |
| Chapman Financial Group, LLC | 1,177 | $380.3K | 0.26% | −904−43.4% | Reduced |
| Quent Capital, LLC | 1,179 | $381.1K | 0.03% | +8+0.7% | Added |
| National Asset Management, Inc. | 1,180 | $381.2K | 0.02% | −394−25.0% | Reduced |
| Pictet & Cie (Europe) SA | 1,180 | $381.3K | 0.01% | +251+27.0% | Added |
| Strategic Financial Services, Inc, | 1,184 | $382.6K | 0.02% | −70−5.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,184 | $382.6K | 0.01% | −5−0.4% | Reduced |
| Fielder Capital Group LLC | 1,186 | $383.2K | 0.09% | −112−8.6% | Reduced |
| Integrated Investment Consultants, LLC | 1,187 | $383.5K | 0.07% | +145+13.9% | Added |
| HORAN Wealth, LLC | 1,193 | $385.5K | 0.06% | +1,193 | New |
| Global Trust Asset Management, LLC | 1,196 | $386.5K | 0.17% | −209−14.9% | Reduced |