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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 3,358 | $1.09M | 0.01% | +1,215+56.7% | Added |
| Boothbay Fund Management, LLC | 3,370 | $1.09M | 0.03% | +3,370 | New |
| Vestmark Advisory Solutions, Inc. | 3,371 | $1.09M | 0.02% | +1,494+79.6% | Added |
| Ascent Group, LLC | 3,376 | $1.09M | 0.04% | −1,891−35.9% | Reduced |
| Intrust Bank NA | 3,378 | $1.09M | 0.09% | −870−20.5% | Reduced |
| Cidel Asset Management Inc | 3,394 | $1.10M | 0.06% | +523+18.2% | Added |
| Citizens Financial Group Inc | 3,414 | $1.10M | 0.02% | +1,997+140.9% | Added |
| Centaurus Financial, Inc. | 3,416 | $1.10M | 0.05% | +1,349+65.3% | Added |
| Valeo Financial Advisors, LLC | 3,470 | $1.12M | 0.03% | −153−4.2% | Reduced |
| Sapient Capital LLC | 3,509 | $1.12M | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,499 | $1.13M | 0.02% | +493+16.4% | Added |
| Unique Wealth Strategies, LLC | 3,507 | $1.13M | 0.45% | −1,113−24.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,508 | $1.13M | 0.04% | −417−10.6% | Reduced |
| Kornitzer Capital Management Inc | 3,520 | $1.14M | 0.02% | +5+0.1% | Added |
| Guardian Partners Inc. | 3,512 | $1.17M | 0.10% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,630 | $1.17M | 0.05% | +39+1.1% | Added |
| We Are One Seven, LLC | 3,635 | $1.17M | 0.03% | +880+31.9% | Added |
| Pinnacle Associates Ltd | 3,640 | $1.18M | 0.02% | +188+5.4% | Added |
| Apollon Wealth Management, LLC | 3,676 | $1.19M | 0.02% | +255+7.5% | Added |
| SG Americas Securities, LLC | 3,712 | $1.20M | 0.00% | −105,403−96.6% | Reduced |
| Virtue Capital Management, LLC | 10,114 | $1.20M | 0.26% | +9,319+1,172.2% | Added |
| Hofer & Associates. Inc | 3,734 | $1.21M | 0.69% | −225−5.7% | Reduced |
| Callan Family Office, LLC | 3,736 | $1.21M | 0.04% | −769−17.1% | Reduced |
| Raiffeisen Bank International AG | 3,798 | $1.21M | 0.02% | +1,971+107.9% | Added |
| IMA Wealth, Inc. | 3,760 | $1.21M | 0.12% | +113+3.1% | Added |
| Essex Financial Services, Inc. | 3,767 | $1.22M | 0.07% | −1,328−26.1% | Reduced |
| Global Retirement Partners, LLC | 3,796 | $1.23M | 0.03% | −137−3.5% | Reduced |
| Chesley Taft & Associates LLC | 3,804 | $1.23M | 0.05% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,810 | $1.23M | 0.20% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 3,814 | $1.23M | 0.16% | −183−4.6% | Reduced |
| Rehmann Capital Advisory Group | 3,864 | $1.24M | 0.07% | +332+9.4% | Added |
| Hutchinson Financial Advisors, INC | 3,854 | $1.25M | 1.22% | +108+2.9% | Added |
| Cornercap Investment Counsel Inc | 3,860 | $1.25M | 0.62% | −65−1.7% | Reduced |
| 44 Wealth Management LLC | 3,866 | $1.25M | 0.42% | +1,028+36.2% | Added |
| Smith, Moore & Co. | 3,902 | $1.26M | 0.10% | −22−0.6% | Reduced |
| XTX Topco Ltd | 3,914 | $1.26M | 0.07% | +3,914 | New |
| AMG National Trust Bank | 3,926 | $1.27M | 0.03% | −20−0.5% | Reduced |
| Cape Investment Advisory, Inc. | 3,928 | $1.27M | 1.25% | −29−0.7% | Reduced |
| Tocqueville Asset Management L.P. | 3,946 | $1.28M | 0.02% | +805+25.6% | Added |
| Fiduciary Alliance LLC | 3,954 | $1.28M | 0.09% | −686−14.8% | Reduced |
| Wakefield Asset Management LLLP | 4,000 | $1.29M | 0.35% | 00.0% | Unchanged |
| Fore Capital, LLC | 4,000 | $1.29M | 1.64% | +4,000 | New |
| Integrated Wealth Concepts LLC | 4,012 | $1.30M | 0.01% | +193+5.1% | Added |
| ISAM Funds (UK) Ltd | 4,022 | $1.30M | 0.27% | −1,240−23.6% | Reduced |
| Pensionfund Sabic | 4,050 | $1.31M | 0.36% | 00.0% | Unchanged |
| Oak Thistle LLC | 4,078 | $1.32M | 0.20% | +4,078 | New |
| Bailard, Inc. | 4,085 | $1.32M | 0.03% | +871+27.1% | Added |
| Farther Finance Advisors, LLC | 4,090 | $1.32M | 0.02% | +1,414+52.8% | Added |
| Allen Investment Management LLC | 4,098 | $1.32M | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 4,112 | $1.33M | 0.00% | −215−5.0% | Reduced |
| Tufton Capital Management | 4,124 | $1.33M | 0.24% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 4,138 | $1.34M | 0.44% | +4,138 | New |
| Blueshift Asset Management, LLC | 4,150 | $1.34M | 0.41% | +4,150 | New |
| Meeder Advisory Services, Inc. | 4,221 | $1.36M | 0.06% | −80−1.9% | Reduced |
| Cetera Trust Company, N.A | 4,256 | $1.38M | 0.77% | +75+1.8% | Added |
| Fundamentun, LLC | 4,256 | $1.38M | 0.06% | +648+18.0% | Added |
| Pettyjohn, Wood & White, Inc | 4,319 | $1.40M | 0.23% | +14+0.3% | Added |
| Coastal Bridge Advisors, LLC | 4,330 | $1.40M | 0.11% | −434−9.1% | Reduced |
| RSM US Wealth Management LLC | 4,345 | $1.40M | 0.02% | −518−10.7% | Reduced |
| Lido Advisors, LLC | 4,350 | $1.41M | 0.01% | −917−17.4% | Reduced |
| Oak Associates, Ltd | 4,358 | $1.41M | 0.09% | −475−9.8% | Reduced |
| Uncommon Cents Investing LLC | 4,360 | $1.41M | 0.35% | +200+4.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 4,376 | $1.41M | 1.36% | −278−6.0% | Reduced |
| LMCG Investments, LLC | 4,384 | $1.42M | 0.08% | −531−10.8% | Reduced |
| Bangor Savings Bank | 4,385 | $1.42M | 0.12% | −25−0.6% | Reduced |
| Clear Harbor Asset Management, LLC | 4,396 | $1.42M | 0.10% | +397+9.9% | Added |
| Jump Financial, LLC | 4,396 | $1.42M | 0.02% | +4,396 | New |
| Bartlett & Co. Wealth Management LLC | 4,410 | $1.42M | 0.02% | −149−3.3% | Reduced |
| Granite Harbor Advisors, Inc. | 4,443 | $1.44M | 0.60% | +254+6.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,462 | $1.44M | 0.18% | −2,030−31.3% | Reduced |
| Cary Street Partners Financial LLC | 4,470 | $1.44M | 0.04% | −3,724−45.4% | Reduced |
| Moody National Bank Trust Division | 4,477 | $1.45M | 0.12% | +306+7.3% | Added |
| Twin City Private Wealth, LLC | 4,478 | $1.45M | 1.13% | −428−8.7% | Reduced |
| Polianta Ltd | 4,500 | $1.45M | 0.60% | +4,500 | New |
| Bragg Financial Advisors, Inc | 4,500 | $1.45M | 0.05% | −31−0.7% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 4,510 | $1.46M | 0.10% | +4,510 | New |
| Capital Group Private Client Services, Inc. | 4,536 | $1.47M | 0.02% | −61,852−93.2% | Reduced |
| HighPoint Advisor Group LLC | 4,541 | $1.47M | 0.07% | +909+25.0% | Added |
| Crux Wealth Advisors | 4,572 | $1.48M | 0.59% | +484+11.8% | Added |
| Intact Investment Management Inc. | 4,610 | $1.49M | 0.05% | +1,110+31.7% | Added |
| Brighton Jones LLC | 4,628 | $1.50M | 0.04% | +1,605+53.1% | Added |
| Savant Capital, LLC | 4,637 | $1.50M | 0.01% | −482−9.4% | Reduced |
| Johnson Investment Counsel Inc | 4,655 | $1.50M | 0.01% | −721−13.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,669 | $1.51M | 0.02% | −1,616−25.7% | Reduced |
| PKO Investment Management Joint-Stock Co | 4,700 | $1.52M | 0.13% | +700+17.5% | Added |
| River Wealth Advisors LLC | 4,818 | $1.56M | 0.18% | −7,090−59.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,867 | $1.57M | 0.37% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 4,921 | $1.59M | 0.44% | −2,589−34.5% | Reduced |
| Tiaa Trust, National Association | 4,922 | $1.59M | 0.00% | −1,874−27.6% | Reduced |
| APG Asset Management US Inc. | 4,792 | $1.59M | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,962 | $1.60M | 0.02% | −53−1.1% | Reduced |
| Triglav Skladi, D.O.O. | 4,980 | $1.61M | 0.11% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,998 | $1.62M | 0.06% | +3,328+199.3% | Added |
| Power Wealth Management LLC | 5,011 | $1.62M | 0.59% | +974+24.1% | Added |
| Kempen Capital Management N.V. | 5,040 | $1.63M | 0.01% | −10,517−67.6% | Reduced |
| Erste Asset Management GmbH | 5,011 | $1.63M | 0.02% | −8,193−62.0% | Reduced |
| CAPROCK Group, Inc. | 5,140 | $1.64M | 0.04% | +5,140 | New |
| Legacy Trust | 5,183 | $1.67M | 0.33% | −24−0.5% | Reduced |
| Eisler Capital Management Ltd. | 5,201 | $1.68M | 0.04% | +3,235+164.5% | Added |
| PEAK6 LLC | 5,222 | $1.69M | 0.04% | +2,267+76.7% | Added |