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 |
|---|---|---|---|---|---|
| Ruggaard & Associates LLC | 1,644 | $531.2K | 0.20% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,650 | $533.1K | 0.04% | +85+5.4% | Added |
| Keystone Financial Group | 1,649 | $535.3K | 0.04% | +1+0.1% | Added |
| Transcend Wealth Collective, LLC | 1,661 | $536.7K | 0.04% | +785+89.6% | Added |
| Sigma Planning Corp | 1,662 | $537.2K | 0.02% | −233−12.3% | Reduced |
| Impact Investors, Inc | 1,662 | $537.2K | 0.35% | +22+1.3% | Added |
| Verus Financial Partners, Inc. | 1,668 | $539.0K | 0.05% | +1+0.1% | Added |
| Founders Grove Wealth Partners, LLC | 1,672 | $540.3K | 0.13% | −40−2.3% | Reduced |
| Harbour Investments, Inc. | 1,679 | $542.5K | 0.01% | +2+0.1% | Added |
| Shufro Rose & Co LLC | 1,250 | $543.7K | 0.04% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,686 | $544.8K | 0.04% | +79+4.9% | Added |
| Brogan Financial, Inc. | 1,686 | $544.8K | 0.23% | +9+0.5% | Added |
| Wedmont Private Capital | 1,540 | $550.7K | 0.02% | +179+13.2% | Added |
| 1st Source Bank | 1,708 | $551.9K | 0.03% | −120−6.6% | Reduced |
| Northern Financial Advisors Inc | 1,710 | $552.5K | 0.29% | −321−15.8% | Reduced |
| RFG Advisory, LLC | 1,712 | $553.3K | 0.01% | −162−8.6% | Reduced |
| MJP Associates Inc | 1,715 | $554.2K | 0.07% | +188+12.3% | Added |
| Ellevest, Inc. | 1,719 | $555.4K | 0.08% | +129+8.1% | Added |
| Detalus Advisors, LLC | 1,726 | $557.8K | 0.14% | +31+1.8% | Added |
| Austin Private Wealth, LLC | 1,729 | $558.7K | 0.04% | −87−4.8% | Reduced |
| Busey Wealth Management | 1,731 | $559.3K | 0.02% | +142+8.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,753 | $566.4K | 0.04% | −120−6.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,755 | $567.1K | 0.06% | +1,755 | New |
| Jacobi Capital Management LLC | 1,757 | $567.7K | 0.03% | +446+34.0% | Added |
| InvesTrust | 1,759 | $568.4K | 0.21% | 00.0% | Unchanged |
| James Investment Research Inc | 1,761 | $569.0K | 0.06% | −119−6.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,762 | $569.3K | 0.06% | −6−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 1,765 | $570.3K | 0.02% | +550+45.3% | Added |
| Bryn Mawr Trust Co | 1,771 | $572.2K | 0.01% | −1,768−50.0% | Reduced |
| Advisor OS, LLC | 1,772 | $572.6K | 0.05% | +102+6.1% | Added |
| Krilogy Financial LLC | 1,814 | $577.1K | 0.02% | +1,814 | New |
| Pitcairn Co | 1,787 | $577.4K | 0.05% | −334−15.7% | Reduced |
| VisionPoint Advisory Group, LLC | 1,798 | $581.0K | 0.12% | +418+30.3% | Added |
| Sendero Wealth Management, LLC | 1,800 | $581.6K | 0.07% | −42−2.3% | Reduced |
| Humankind Investments LLC | 1,804 | $582.9K | 0.13% | +455+33.7% | Added |
| Tower Research Capital LLC (TRC) | 1,807 | $583.9K | 0.02% | −4,471−71.2% | Reduced |
| H&H Retirement Design & Management INC | 1,922 | $584.0K | 0.31% | +39+2.1% | Added |
| Malaga Cove Capital, LLC | 1,810 | $584.8K | 0.21% | +966+114.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $587.8K | 0.00% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 1,834 | $592.6K | 0.05% | +1,834 | New |
| PDS Planning, Inc | 1,836 | $593.2K | 0.04% | −587−24.2% | Reduced |
| Fortress Private Ledger, LLC | 1,844 | $595.9K | 0.22% | +381+26.0% | Added |
| Sage Mountain Advisors LLC | 1,848 | $597.1K | 0.03% | +285+18.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,848 | $597.2K | 0.01% | +28+1.5% | Added |
| Garde Capital, Inc. | 1,850 | $597.8K | 0.03% | 00.0% | Unchanged |
| Axq Capital, LP | 1,860 | $601.0K | 0.23% | +1,860 | New |
| Taylor Financial Group, Inc. | 1,865 | $602.6K | 0.35% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,881 | $607.7K | 0.14% | +10+0.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,896 | $612.6K | 0.02% | −31,640−94.3% | Reduced |
| Octavia Wealth Advisors, LLC | 1,896 | $612.8K | 0.06% | +927+95.7% | Added |
| Versor Investments LP | 1,897 | $613.0K | 0.11% | −3,500−64.9% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $613.9K | 0.08% | +1,900 | New |
| Bridgefront Capital, LLC | 1,905 | $615.5K | 0.18% | +1,905 | New |
| Stonegate Management LLC | 1,910 | $617.2K | 0.41% | +1,910 | New |
| Terry L. Blaker | 1,914 | $618.5K | 0.02% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,918 | $619.8K | 0.06% | +29+1.5% | Added |
| Novem Group | 1,918 | $620.0K | 0.07% | +175+10.0% | Added |
| Keystone Financial Services | 1,933 | $624.5K | 0.19% | +194+11.2% | Added |
| Perennial Investment Advisors, LLC | 1,953 | $630.9K | 0.05% | +1,309+203.3% | Added |
| Barden Capital Management, Inc. | 1,956 | $632.0K | 0.53% | −224−10.3% | Reduced |
| Caisse des Depots Et Consignations | 1,967 | $635.6K | 0.03% | −518−20.8% | Reduced |
| Sumitomo Life Insurance Co | 1,967 | $635.6K | 0.02% | −80−3.9% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,969 | $636.2K | 0.37% | −158−7.4% | Reduced |
| LOM Asset Management Ltd | 1,971 | $637.0K | 0.19% | −25−1.3% | Reduced |
| Kennedy Capital Management, Inc. | 1,978 | $639.1K | 0.01% | −460−18.9% | Reduced |
| Modern Wealth Management, LLC | 1,979 | $639.3K | 0.01% | +42+2.2% | Added |
| Retirement Guys Formula LLC | 1,984 | $640.9K | 0.23% | −2,220−52.8% | Reduced |
| LM Advisors LLC | 2,000 | $646.0K | 0.09% | +1,000+100.0% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $646.2K | 0.07% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $646.2K | 0.27% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,014 | $650.8K | 0.05% | +1,133+128.6% | Added |
| Generali Investments, Management Co LLC | 2,022 | $653.3K | 0.14% | 00.0% | Unchanged |
| Regions Financial Corp | 2,026 | $654.6K | 0.00% | −439−17.8% | Reduced |
| Brookstone Capital Management | 2,040 | $659.3K | 0.01% | −8,259−80.2% | Reduced |
| Tempus Wealth Planning, LLC | 2,049 | $662.1K | 0.15% | +2,049 | New |
| Ameritas Investment Partners, Inc. | 2,052 | $663.0K | 0.02% | −81−3.8% | Reduced |
| Umb Bank N A | 2,060 | $665.6K | 0.01% | −171−7.7% | Reduced |
| Howard Capital Management Inc. | 2,063 | $666.6K | 0.01% | +404+24.4% | Added |
| EverSource Wealth Advisors, LLC | 2,064 | $667.0K | 0.03% | −397−16.1% | Reduced |
| Longfellow Investment Management Co LLC | 2,076 | $670.8K | 0.16% | +968+87.4% | Added |
| Machina Capital S.A.S. | 2,079 | $671.8K | 0.12% | +2,079 | New |
| Pinnacle Financial Partners Inc | 2,080 | $672.1K | 0.02% | −847−28.9% | Reduced |
| Gsa Capital Partners LLP | 2,083 | $673.0K | 0.06% | +919+79.0% | Added |
| Chiron Capital Management, LLC | 2,102 | $679.2K | 0.58% | +2,102 | New |
| Checchi Capital Advisers, LLC | 2,122 | $685.7K | 0.05% | −809−27.6% | Reduced |
| Apella Capital, LLC | 1,983 | $690.4K | 0.02% | +59+3.1% | Added |
| Fullcircle Wealth LLC | 2,217 | $702.0K | 0.25% | +3+0.1% | Added |
| Souders Financial Advisors | 2,195 | $709.1K | 0.08% | −339−13.4% | Reduced |
| Roberts Glore & Co Inc | 2,195 | $709.2K | 0.19% | −614−21.9% | Reduced |
| Concurrent Investment Advisors, LLC | 2,212 | $714.7K | 0.01% | +332+17.7% | Added |
| Cigna Investments Inc | 2,214 | $716.0K | 0.10% | 00.0% | Unchanged |
| Twin Capital Management Inc | 2,216 | $716.0K | 0.09% | +738+49.9% | Added |
| Parallel Advisors, LLC | 2,218 | $716.7K | 0.01% | −64−2.8% | Reduced |
| Westpac Banking Corp | 2,220 | $717.3K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,233 | $721.7K | 0.01% | −996−30.8% | Reduced |
| J.W. Cole Advisors, Inc. | 2,243 | $724.9K | 0.01% | −214−8.7% | Reduced |
| Matisse Capital | 2,250 | $727.0K | 0.33% | −100−4.3% | Reduced |
| Bedel Financial Consulting, Inc. | 2,251 | $727.3K | 0.09% | +220+10.8% | Added |
| Aaron Wealth Advisors | 2,260 | $730.3K | 0.04% | +1,173+107.9% | Added |
| Abn Amro Investment Solutions | 2,270 | $733.5K | 0.02% | −9,128−80.1% | Reduced |