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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Brogan Financial, Inc. | 1,686 | $544.8K | 0.23% | +9+0.5% | Added |
| LRI Investments, LLC | 1,686 | $544.8K | 0.04% | +79+4.9% | Added |
| Shufro Rose & Co LLC | 1,250 | $543.7K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,679 | $542.5K | 0.01% | +2+0.1% | Added |
| Founders Grove Wealth Partners, LLC | 1,672 | $540.3K | 0.13% | −40−2.3% | Reduced |
| Verus Financial Partners, Inc. | 1,668 | $539.0K | 0.05% | +1+0.1% | Added |
| Impact Investors, Inc | 1,662 | $537.2K | 0.35% | +22+1.3% | Added |
| Sigma Planning Corp | 1,662 | $537.2K | 0.02% | −233−12.3% | Reduced |
| Transcend Wealth Collective, LLC | 1,661 | $536.7K | 0.04% | +785+89.6% | Added |
| Keystone Financial Group | 1,649 | $535.3K | 0.04% | +1+0.1% | Added |
| Silver Oak Securities, Inc | 1,650 | $533.1K | 0.04% | +85+5.4% | Added |
| Ruggaard & Associates LLC | 1,644 | $531.2K | 0.20% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,626 | $525.4K | 0.07% | −70−4.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,465 | $523.6K | 0.01% | −32,854−95.7% | Reduced |
| Plancorp, LLC | 1,616 | $522.2K | 0.02% | +20+1.3% | Added |
| Wealth Alliance | 1,592 | $514.6K | 0.05% | −4−0.3% | Reduced |
| OmniStar Financial Group, Inc. | 1,588 | $513.2K | 0.31% | +1,588 | New |
| Tranquilli Financial Advisor LLC | 1,585 | $512.1K | 0.30% | −183−10.4% | Reduced |
| Canal Capital Management, LLC | 1,578 | $509.8K | 0.08% | −521−24.8% | Reduced |
| Glenview Trust Co | 1,572 | $507.9K | 0.01% | −47−2.9% | Reduced |
| Change Path, LLC | 1,569 | $506.9K | 0.01% | +66+4.4% | Added |
| Capital Investment Advisory Services, LLC | 1,566 | $506.1K | 0.04% | +638+68.8% | Added |
| Fidelis Capital Partners, LLC | 1,563 | $505.0K | 0.04% | +22+1.4% | Added |
| SeaCrest Wealth Management, LLC | 1,393 | $504.7K | 0.05% | +125+9.9% | Added |
| Systematic Financial Management LP | 1,560 | $504.1K | 0.01% | −200−11.4% | Reduced |
| United Community Bank | 1,551 | $501.2K | 0.16% | −29−1.8% | Reduced |
| Thomasville National Bank | 1,550 | $500.8K | 0.03% | −5−0.3% | Reduced |
| Richwood Investment Advisors, LLC | 1,542 | $498.3K | 0.39% | −315−17.0% | Reduced |
| Field & Main Bank | 1,542 | $498.2K | 0.15% | +1,492+2,984.0% | Added |
| Private Trust Co NA | 1,539 | $497.3K | 0.04% | −75−4.6% | Reduced |
| Naviter Wealth, LLC | 1,535 | $496.0K | 0.06% | −436−22.1% | Reduced |
| Bayforest Capital Ltd | 1,527 | $493.4K | 0.23% | +146+10.6% | Added |
| Middleton & Co Inc | 1,525 | $492.8K | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,514 | $489.3K | 0.01% | −169−10.0% | Reduced |
| Central Trust Co | 1,514 | $489.2K | 0.01% | −214−12.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $488.2K | 0.84% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 1,508 | $488.0K | 0.00% | −2,080−58.0% | Reduced |
| Baader Bank INC | 1,539 | $486.9K | 0.04% | +646+72.3% | Added |
| Marex Group plc | 1,500 | $484.7K | 0.01% | +1,500 | New |
| Moloney Securities Asset Management, LLC | 1,479 | $478.0K | 0.06% | −22−1.5% | Reduced |
| Narwhal Capital Management | 1,478 | $477.6K | 0.04% | −1,897−56.2% | Reduced |
| Kathmere Capital Management, LLC | 1,474 | $476.4K | 0.03% | −828−36.0% | Reduced |
| Lifeworks Advisors, LLC | 1,470 | $475.0K | 0.06% | +175+13.5% | Added |
| Michael B. Yongue | 1,461 | $472.1K | 0.33% | −783−34.9% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,458 | $471.1K | 0.41% | +194+15.3% | Added |
| Walleye Trading LLC | 1,451 | $468.8K | 0.01% | −1,284−46.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,442 | $465.9K | 0.11% | +1,442 | New |
| PFG Investments, LLC | 1,432 | $462.8K | 0.02% | +24+1.7% | Added |
| Occudo Quantitative Strategies LP | 1,426 | $460.8K | 0.06% | +492+52.7% | Added |
| National Wealth Management Group, LLC | 1,420 | $458.9K | 0.17% | +1,420 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,419 | $458.5K | 0.02% | +5+0.4% | Added |
| CVFG LLC | 1,415 | $457.2K | 0.33% | −84−5.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,402 | $453.0K | 0.01% | +813+138.0% | Added |
| Ballentine Partners, LLC | 1,398 | $451.6K | 0.01% | +187+15.4% | Added |
| Miracle Mile Advisors, LLC | 1,397 | $451.3K | 0.01% | +307+28.2% | Added |
| Centric Wealth Management | 1,416 | $449.2K | 0.10% | +13+0.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,390 | $449.1K | 0.18% | −279−16.7% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,388 | $448.4K | 0.29% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 1,387 | $448.2K | 0.06% | +1,387 | New |
| 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 |
| Arista Wealth Management, LLC | 1,380 | $445.9K | 0.06% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,372 | $443.5K | 0.00% | +1,372 | New |
| Wheelhouse Advisory Group LLC | 1,364 | $440.7K | 0.19% | +1,364 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,359 | $439.0K | 0.08% | +92+7.3% | Added |
| Centurion Wealth Management LLC | 1,352 | $436.9K | 0.10% | +1,352 | New |
| Taylor Hoffman Capital Management LLC | 1,352 | $436.9K | 0.14% | −8−0.6% | Reduced |
| Valmark Advisers, Inc. | 1,345 | $434.6K | 0.01% | −162−10.7% | Reduced |
| Perigon Wealth Management, LLC | 1,342 | $433.8K | 0.01% | −151−10.1% | Reduced |
| Horizon Bancorp Inc | 1,341 | $433.0K | 0.21% | +15+1.1% | Added |
| 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 |
| Conning Inc. | 1,327 | $428.8K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,325 | $428.1K | 0.02% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,322 | $427.2K | 0.03% | −2,254−63.0% | Reduced |
| Brown Brothers Harriman & Co | 1,321 | $426.8K | 0.00% | +765+137.6% | Added |
| J Hagan Capital, Inc. | 1,318 | $425.9K | 0.26% | +105+8.7% | Added |
| Salem Investment Counselors Inc | 1,311 | $423.6K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,300 | $422.1K | 0.01% | −4,112−76.0% | Reduced |
| Affinity Investment Advisors, LLC | 1,305 | $421.7K | 0.29% | +44+3.5% | Added |
| Finward Bancorp | 1,303 | $421.0K | 0.32% | 00.0% | Unchanged |
| Dodge & Cox | 1,300 | $420.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,294 | $418.0K | 0.01% | −17−1.3% | Reduced |
| Evermay Wealth Management LLC | 1,287 | $415.9K | 0.05% | +50+4.0% | Added |
| Hurlow Wealth Management Group, Inc. | 1,284 | $414.9K | 0.11% | −4−0.3% | Reduced |
| Dearborn Partners LLC | 1,281 | $414.0K | 0.02% | −500−28.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,281 | $413.9K | 0.10% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 1,274 | $411.7K | 0.16% | −252−16.5% | Reduced |
| Donaldson Capital Management, LLC | 1,274 | $411.5K | 0.01% | −169−11.7% | Reduced |
| Beacon Financial Group | 1,261 | $407.3K | 0.04% | +49+4.0% | Added |
| Clear Creek Financial Management, LLC | 1,258 | $406.5K | 0.04% | +590+88.3% | Added |
| 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 |
| Lebenthal Global Advisors, LLC | 1,257 | $406.2K | 0.07% | −288−18.6% | Reduced |
| Colonial Trust Co | 1,256 | $405.8K | 0.05% | +27+2.2% | Added |
| Los Angeles Capital Management LLC | 1,251 | $404.2K | 0.00% | −3,905−75.7% | Reduced |
| Federated Hermes, Inc. | 1,241 | $401.0K | 0.00% | −25,361−95.3% | Reduced |
| Heritage Wealth Management, Inc. | 1,236 | $399.2K | 0.12% | +45+3.8% | Added |
| Eads & Heald Wealth Management | 1,231 | $398.0K | 0.19% | +390+46.4% | Added |
| Compass Wealth Management LLC | 1,218 | $393.6K | 0.09% | −50−3.9% | Reduced |