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 |
|---|---|---|---|---|---|
| Financial Security Advisor, Inc. | 2,270 | $733.5K | 0.16% | +44+2.0% | Added |
| Numerai GP LLC | 2,272 | $734.1K | 0.10% | +2,272 | New |
| Mount Yale Investment Advisors, LLC | 2,277 | $735.9K | 0.05% | −1,889−45.3% | Reduced |
| Ocean Capital Management, LLC | 2,279 | $736.4K | 0.15% | −46−2.0% | Reduced |
| Arkadios Wealth Advisors | 2,282 | $737.2K | 0.02% | −739−24.5% | Reduced |
| Wedbush Securities Inc | 2,294 | $741.0K | 0.02% | −173−7.0% | Reduced |
| Signaturefd, LLC | 2,297 | $742.3K | 0.01% | −150−6.1% | Reduced |
| Shelton Capital Management | 2,305 | $744.8K | 0.02% | −43−1.8% | Reduced |
| Michels Family Financial, LLC | 2,306 | $745.0K | 0.58% | +2,306 | New |
| Signature Estate & Investment Advisors LLC | 2,332 | $753.4K | 0.02% | −312−11.8% | Reduced |
| denkapparat Operations GmbH | 2,332 | $753.5K | 0.48% | +768+49.1% | Added |
| Vestor Capital, LLC | 2,346 | $758.0K | 0.05% | −718−23.4% | Reduced |
| Convergence Financial, LLC | 2,347 | $758.4K | 0.11% | +413+21.4% | Added |
| Trueblood Wealth Management, LLC | 2,356 | $761.4K | 0.30% | −7−0.3% | Reduced |
| Barlow Wealth Partners, Inc. | 2,209 | $762.6K | 0.08% | −17,461−88.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,408 | $778.1K | 0.06% | −1,811−42.9% | Reduced |
| Snowden Capital Advisors LLC | 2,409 | $778.5K | 0.02% | −447−15.7% | Reduced |
| Chicago Capital, LLC | 2,419 | $781.6K | 0.02% | +230+10.5% | Added |
| Mutual Advisors, LLC | 2,258 | $781.9K | 0.02% | −112−4.7% | Reduced |
| Fiduciary Trust Co | 2,421 | $782.2K | 0.01% | +63+2.7% | Added |
| Insight Inv LLC | 2,424 | $783.2K | 0.46% | −144−5.6% | Reduced |
| Axecap Investments, LLC | 2,425 | $783.6K | 0.48% | −100−4.0% | Reduced |
| Smithbridge Asset Management Inc | 2,441 | $788.7K | 0.11% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,442 | $789.1K | 0.04% | +51+2.1% | Added |
| Syon Capital LLC | 2,445 | $790.1K | 0.04% | −1,723−41.3% | Reduced |
| Smartleaf Asset Management LLC | 2,492 | $796.7K | 0.05% | +478+23.7% | Added |
| Legacy Financial Advisors, Inc. | 2,476 | $800.0K | 0.11% | +203+8.9% | Added |
| Oppenheimer & Co Inc | 2,478 | $800.7K | 0.01% | −3,044−55.1% | Reduced |
| Principle Wealth Partners LLC | 2,499 | $807.5K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,510 | $811.0K | 0.01% | +293+13.2% | Added |
| 111 Capital | 2,537 | $819.8K | 0.16% | +2,537 | New |
| AE Wealth Management LLC | 2,590 | $837.0K | 0.01% | −418−13.9% | Reduced |
| Skopos Labs, Inc. | 2,200 | $839.0K | 0.11% | −61−2.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $840.1K | 0.06% | 00.0% | Unchanged |
| Searle & Co. | 2,606 | $842.1K | 0.22% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,646 | $855.0K | 0.06% | −2−0.1% | Reduced |
| GAMMA Investing LLC | 2,660 | $859.5K | 0.05% | −285−9.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,662 | $860.1K | 0.08% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,669 | $862.5K | 0.05% | +189+7.6% | Added |
| Golden State Equity Partners | 2,676 | $864.7K | 0.15% | +1,450+118.3% | Added |
| Foundations Investment Advisors, LLC | 2,684 | $867.3K | 0.01% | −815−23.3% | Reduced |
| Trust Asset Management LLC | 2,690 | $869.2K | 0.06% | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 2,696 | $871.1K | 0.08% | +2,696 | New |
| Pure Financial Advisors, Inc. | 2,698 | $871.7K | 0.01% | −51−1.9% | Reduced |
| Polymer Capital Management (US) LLC | 2,702 | $873.1K | 0.12% | +2,084+337.2% | Added |
| Robertson Stephens Wealth Management, LLC | 2,726 | $880.8K | 0.03% | −150−5.2% | Reduced |
| Journey Strategic Wealth LLC | 2,739 | $885.0K | 0.02% | +450+19.7% | Added |
| Intellectus Partners, LLC | 2,751 | $888.8K | 0.17% | −910−24.9% | Reduced |
| Quadrant Capital Group LLC | 2,777 | $897.3K | 0.03% | +8+0.3% | Added |
| Frank, Rimerman Advisors LLC | 2,791 | $901.8K | 0.06% | −809−22.5% | Reduced |
| Heritage Wealth Advisors | 2,793 | $902.5K | 0.04% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 2,802 | $905.4K | 0.00% | −100−3.4% | Reduced |
| Flputnam Investment Management Co | 2,821 | $911.6K | 0.01% | −308−9.8% | Reduced |
| Summit Financial, LLC | 2,828 | $913.7K | 0.01% | +2,828 | New |
| Cypress Advisory Group LLC | 2,830 | $914.4K | 0.68% | −659−18.9% | Reduced |
| Institute for Wealth Management, LLC. | 2,831 | $914.8K | 0.10% | −24−0.8% | Reduced |
| Leonteq Securities AG | 2,863 | $925.1K | 0.05% | +2,150+301.5% | Added |
| Stratos Wealth Partners, LTD. | 2,865 | $926.0K | 0.01% | +846+41.9% | Added |
| Mission Wealth Management, LP | 2,876 | $929.2K | 0.02% | −405−12.3% | Reduced |
| Old Point Trust & Financial Services N A | 2,887 | $932.8K | 0.30% | +1,180+69.1% | Added |
| CSS LLC | 2,900 | $937.0K | 0.06% | +170+6.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,901 | $937.3K | 0.10% | +83+2.9% | Added |
| Profund Advisors LLC | 2,903 | $938.0K | 0.03% | +19+0.7% | Added |
| Allworth Financial LP | 2,909 | $939.9K | 0.00% | −219−7.0% | Reduced |
| DGS Capital Management, LLC | 2,935 | $948.3K | 0.17% | −741−20.2% | Reduced |
| Pallas Capital Advisors LLC | 2,943 | $951.1K | 0.03% | +2,343+390.5% | Added |
| Independent Advisor Alliance | 2,945 | $951.7K | 0.02% | −562−16.0% | Reduced |
| Commerzbank Aktiengesellschaft | 2,960 | $957.0K | 0.02% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 2,964 | $957.7K | 0.07% | +208+7.5% | Added |
| Catalytic Wealth RIA, LLC | 2,964 | $957.7K | 0.03% | +329+12.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,967 | $958.7K | 0.03% | +675+29.5% | Added |
| Forum Financial Management, LP | 2,971 | $960.0K | 0.01% | +33+1.1% | Added |
| China Universal Asset Management Co., Ltd. | 3,000 | $969.4K | 0.08% | −600−16.7% | Reduced |
| Investment House LLC | 3,000 | $969.4K | 0.05% | +3,000 | New |
| Acropolis Investment Management, LLC | 2,503 | $973.5K | 0.05% | +186+8.0% | Added |
| DSG Capital Advisors, LLC | 3,037 | $981.3K | 0.16% | −982−24.4% | Reduced |
| TD Private Client Wealth LLC | 3,053 | $986.5K | 0.02% | −495−14.0% | Reduced |
| Alps Advisors Inc | 3,078 | $994.6K | 0.01% | −747−19.5% | Reduced |
| Leavell Investment Management, Inc. | 3,086 | $997.2K | 0.04% | −137−4.3% | Reduced |
| Wealth Architects, LLC | 3,090 | $998.4K | 0.09% | −53−1.7% | Reduced |
| Sentry LLC | 3,125 | $1.01M | 0.25% | −44−1.4% | Reduced |
| Ritholtz Wealth Management | 3,134 | $1.01M | 0.02% | +110+3.6% | Added |
| Knollwood Investment Advisory, LLC | 3,137 | $1.01M | 0.09% | −27−0.9% | Reduced |
| LS Investment Advisors, LLC | 3,150 | $1.02M | 0.14% | +3,150 | New |
| Caption Management, LLC | 3,150 | $1.02M | 0.06% | +3,150 | New |
| Vinva Investment Management Ltd | 3,209 | $1.03M | 0.02% | −3,569−52.7% | Reduced |
| Todd Asset Management LLC | 3,182 | $1.03M | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 3,209 | $1.03M | 0.07% | −2,018−38.6% | Reduced |
| Csenge Advisory Group | 3,189 | $1.03M | 0.05% | −282−8.1% | Reduced |
| Peoples Bank | 3,197 | $1.03M | 1.03% | −332−9.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 3,200 | $1.03M | 0.18% | +2,278+247.1% | Added |
| Grove Bank & Trust | 3,226 | $1.04M | 0.12% | +63+2.0% | Added |
| Clearbridge Investments, LLC | 3,231 | $1.04M | 0.00% | −1,263−28.1% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 3,242 | $1.05M | 0.69% | +730+29.1% | Added |
| Buckingham Strategic Partners | 3,410 | $1.05M | 0.01% | +2,109+162.1% | Added |
| Dorsey & Whitney Trust CO LLC | 3,267 | $1.06M | 0.06% | −221−6.3% | Reduced |
| Inkwell Capital LLC | 3,279 | $1.06M | 1.08% | −57−1.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,135 | $1.06M | 0.17% | −230−6.8% | Reduced |
| Greenfield Savings Bank | 3,318 | $1.07M | 0.45% | −906−21.4% | Reduced |
| Stock Yards Bank & Trust Co | 3,320 | $1.07M | 0.03% | −616−15.7% | Reduced |