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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 1,197 | $386.8K | 0.02% | +61+5.4% | Added |
| Highland Capital Management, LLC | 1,200 | $387.7K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,200 | $387.7K | 0.17% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,204 | $389.0K | 0.09% | +1,204 | New |
| Stableford Capital II LLC | 1,205 | $389.4K | 0.14% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,206 | $389.7K | 0.03% | +334+38.3% | Added |
| Benchmark Investment Advisors LLC | 1,206 | $389.8K | 0.23% | +1,206 | New |
| Net Worth Advisory Group | 1,208 | $390.2K | 0.11% | −26−2.1% | Reduced |
| Waddell & Associates, LLC | 1,209 | $390.7K | 0.03% | +490+68.2% | Added |
| Prime Capital Investment Advisors, LLC | 1,212 | $391.6K | 0.00% | +9+0.7% | Added |
| Americana Partners, LLC | 1,216 | $392.9K | 0.01% | +1,216 | New |
| Legacy Capital Group California, Inc. | 1,217 | $393.2K | 0.10% | +468+62.5% | Added |
| Compass Wealth Management LLC | 1,218 | $393.6K | 0.09% | −50−3.9% | Reduced |
| Eads & Heald Wealth Management | 1,231 | $398.0K | 0.19% | +390+46.4% | Added |
| Heritage Wealth Management, Inc. | 1,236 | $399.2K | 0.12% | +45+3.8% | Added |
| Federated Hermes, Inc. | 1,241 | $401.0K | 0.00% | −25,361−95.3% | Reduced |
| Los Angeles Capital Management LLC | 1,251 | $404.2K | 0.00% | −3,905−75.7% | Reduced |
| Colonial Trust Co | 1,256 | $405.8K | 0.05% | +27+2.2% | Added |
| Lebenthal Global Advisors, LLC | 1,257 | $406.2K | 0.07% | −288−18.6% | Reduced |
| Wesbanco Bank Inc | 1,258 | $406.5K | 0.01% | −3−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 1,258 | $406.5K | 0.02% | +1,258 | New |
| Clear Creek Financial Management, LLC | 1,258 | $406.5K | 0.04% | +590+88.3% | Added |
| Beacon Financial Group | 1,261 | $407.3K | 0.04% | +49+4.0% | Added |
| Donaldson Capital Management, LLC | 1,274 | $411.5K | 0.01% | −169−11.7% | Reduced |
| Kirtland Hills Capital Management, LLC | 1,274 | $411.7K | 0.16% | −252−16.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,281 | $413.9K | 0.10% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,281 | $414.0K | 0.02% | −500−28.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,284 | $414.9K | 0.11% | −4−0.3% | Reduced |
| Evermay Wealth Management LLC | 1,287 | $415.9K | 0.05% | +50+4.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,294 | $418.0K | 0.01% | −17−1.3% | Reduced |
| Dodge & Cox | 1,300 | $420.1K | 0.00% | 00.0% | Unchanged |
| Finward Bancorp | 1,303 | $421.0K | 0.32% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,305 | $421.7K | 0.29% | +44+3.5% | Added |
| Prospera Financial Services Inc | 1,300 | $422.1K | 0.01% | −4,112−76.0% | Reduced |
| Salem Investment Counselors Inc | 1,311 | $423.6K | 0.01% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 1,318 | $425.9K | 0.26% | +105+8.7% | Added |
| Brown Brothers Harriman & Co | 1,321 | $426.8K | 0.00% | +765+137.6% | Added |
| Hardy Reed LLC | 1,322 | $427.2K | 0.03% | −2,254−63.0% | Reduced |
| Confluence Wealth Services, Inc. | 1,325 | $428.1K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 1,327 | $428.8K | 0.01% | 00.0% | Unchanged |
| Ilex Capital Partners (UK) LLP | 1,335 | $431.4K | 0.01% | −2,072−60.8% | Reduced |
| St Germain D J Co Inc | 1,335 | $431.4K | 0.02% | −123−8.4% | Reduced |
| Horizon Bancorp Inc | 1,341 | $433.0K | 0.21% | +15+1.1% | Added |
| Perigon Wealth Management, LLC | 1,342 | $433.8K | 0.01% | −151−10.1% | Reduced |
| Valmark Advisers, Inc. | 1,345 | $434.6K | 0.01% | −162−10.7% | Reduced |
| Taylor Hoffman Capital Management LLC | 1,352 | $436.9K | 0.14% | −8−0.6% | Reduced |
| Centurion Wealth Management LLC | 1,352 | $436.9K | 0.10% | +1,352 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,359 | $439.0K | 0.08% | +92+7.3% | Added |
| Wheelhouse Advisory Group LLC | 1,364 | $440.7K | 0.19% | +1,364 | New |
| Fisher Asset Management, LLC | 1,372 | $443.5K | 0.00% | +1,372 | New |
| Arista Wealth Management, LLC | 1,380 | $445.9K | 0.06% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,383 | $446.9K | 0.01% | −53−3.7% | Reduced |
| Colonial River Wealth Management, LLC | 1,383 | $446.9K | 0.16% | −53−3.7% | Reduced |
| Polymer Capital Management (HK) LTD | 1,387 | $448.2K | 0.06% | +1,387 | New |
| Patrick M Sweeney & Associates, Inc | 1,388 | $448.4K | 0.29% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,390 | $449.1K | 0.18% | −279−16.7% | Reduced |
| Centric Wealth Management | 1,416 | $449.2K | 0.10% | +13+0.9% | Added |
| Miracle Mile Advisors, LLC | 1,397 | $451.3K | 0.01% | +307+28.2% | Added |
| Ballentine Partners, LLC | 1,398 | $451.6K | 0.01% | +187+15.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,402 | $453.0K | 0.01% | +813+138.0% | Added |
| CVFG LLC | 1,415 | $457.2K | 0.33% | −84−5.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,419 | $458.5K | 0.02% | +5+0.4% | Added |
| National Wealth Management Group, LLC | 1,420 | $458.9K | 0.17% | +1,420 | New |
| Occudo Quantitative Strategies LP | 1,426 | $460.8K | 0.06% | +492+52.7% | Added |
| PFG Investments, LLC | 1,432 | $462.8K | 0.02% | +24+1.7% | Added |
| Beirne Wealth Consulting Services, LLC | 1,442 | $465.9K | 0.11% | +1,442 | New |
| Walleye Trading LLC | 1,451 | $468.8K | 0.01% | −1,284−46.9% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,458 | $471.1K | 0.41% | +194+15.3% | Added |
| Michael B. Yongue | 1,461 | $472.1K | 0.33% | −783−34.9% | Reduced |
| Lifeworks Advisors, LLC | 1,470 | $475.0K | 0.06% | +175+13.5% | Added |
| Kathmere Capital Management, LLC | 1,474 | $476.4K | 0.03% | −828−36.0% | Reduced |
| Narwhal Capital Management | 1,478 | $477.6K | 0.04% | −1,897−56.2% | Reduced |
| Moloney Securities Asset Management, LLC | 1,479 | $478.0K | 0.06% | −22−1.5% | Reduced |
| Marex Group plc | 1,500 | $484.7K | 0.01% | +1,500 | New |
| Baader Bank INC | 1,539 | $486.9K | 0.04% | +646+72.3% | Added |
| T. Rowe Price Investment Management, Inc. | 1,508 | $488.0K | 0.00% | −2,080−58.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $488.2K | 0.84% | 00.0% | Unchanged |
| Central Trust Co | 1,514 | $489.2K | 0.01% | −214−12.4% | Reduced |
| RMB Capital Management, LLC | 1,514 | $489.3K | 0.01% | −169−10.0% | Reduced |
| Middleton & Co Inc | 1,525 | $492.8K | 0.05% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,527 | $493.4K | 0.23% | +146+10.6% | Added |
| Naviter Wealth, LLC | 1,535 | $496.0K | 0.06% | −436−22.1% | Reduced |
| Private Trust Co NA | 1,539 | $497.3K | 0.04% | −75−4.6% | Reduced |
| Field & Main Bank | 1,542 | $498.2K | 0.15% | +1,492+2,984.0% | Added |
| Richwood Investment Advisors, LLC | 1,542 | $498.3K | 0.39% | −315−17.0% | Reduced |
| Thomasville National Bank | 1,550 | $500.8K | 0.03% | −5−0.3% | Reduced |
| United Community Bank | 1,551 | $501.2K | 0.16% | −29−1.8% | Reduced |
| Systematic Financial Management LP | 1,560 | $504.1K | 0.01% | −200−11.4% | Reduced |
| SeaCrest Wealth Management, LLC | 1,393 | $504.7K | 0.05% | +125+9.9% | Added |
| Fidelis Capital Partners, LLC | 1,563 | $505.0K | 0.04% | +22+1.4% | Added |
| Capital Investment Advisory Services, LLC | 1,566 | $506.1K | 0.04% | +638+68.8% | Added |
| Change Path, LLC | 1,569 | $506.9K | 0.01% | +66+4.4% | Added |
| Glenview Trust Co | 1,572 | $507.9K | 0.01% | −47−2.9% | Reduced |
| Canal Capital Management, LLC | 1,578 | $509.8K | 0.08% | −521−24.8% | Reduced |
| Tranquilli Financial Advisor LLC | 1,585 | $512.1K | 0.30% | −183−10.4% | Reduced |
| OmniStar Financial Group, Inc. | 1,588 | $513.2K | 0.31% | +1,588 | New |
| Wealth Alliance | 1,592 | $514.6K | 0.05% | −4−0.3% | Reduced |
| Plancorp, LLC | 1,616 | $522.2K | 0.02% | +20+1.3% | Added |
| NorthCrest Asset Manangement, LLC | 1,465 | $523.6K | 0.01% | −32,854−95.7% | Reduced |
| Gratus Wealth Advisors, LLC | 1,626 | $525.4K | 0.07% | −70−4.1% | Reduced |