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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 1,217 | $393.2K | 0.10% | +468+62.5% | Added |
| Americana Partners, LLC | 1,216 | $392.9K | 0.01% | +1,216 | New |
| Prime Capital Investment Advisors, LLC | 1,212 | $391.6K | 0.00% | +9+0.7% | Added |
| Waddell & Associates, LLC | 1,209 | $390.7K | 0.03% | +490+68.2% | Added |
| Net Worth Advisory Group | 1,208 | $390.2K | 0.11% | −26−2.1% | Reduced |
| Benchmark Investment Advisors LLC | 1,206 | $389.8K | 0.23% | +1,206 | New |
| Insigneo Advisory Services, LLC | 1,206 | $389.7K | 0.03% | +334+38.3% | Added |
| Stableford Capital II LLC | 1,205 | $389.4K | 0.14% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,204 | $389.0K | 0.09% | +1,204 | New |
| 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 |
| Oxford Financial Group Ltd | 1,197 | $386.8K | 0.02% | +61+5.4% | Added |
| Global Trust Asset Management, LLC | 1,196 | $386.5K | 0.17% | −209−14.9% | Reduced |
| HORAN Wealth, LLC | 1,193 | $385.5K | 0.06% | +1,193 | New |
| Integrated Investment Consultants, LLC | 1,187 | $383.5K | 0.07% | +145+13.9% | Added |
| Fielder Capital Group LLC | 1,186 | $383.2K | 0.09% | −112−8.6% | Reduced |
| Strategic Financial Services, Inc, | 1,184 | $382.6K | 0.02% | −70−5.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,184 | $382.6K | 0.01% | −5−0.4% | Reduced |
| Pictet & Cie (Europe) SA | 1,180 | $381.3K | 0.01% | +251+27.0% | Added |
| National Asset Management, Inc. | 1,180 | $381.2K | 0.02% | −394−25.0% | Reduced |
| Quent Capital, LLC | 1,179 | $381.1K | 0.03% | +8+0.7% | Added |
| Chapman Financial Group, LLC | 1,177 | $380.3K | 0.26% | −904−43.4% | Reduced |
| Client 1st Advisory Group, LLC | 1,176 | $380.0K | 0.13% | +330+39.0% | Added |
| Sagespring Wealth Partners, LLC | 1,173 | $379.2K | 0.01% | −407−25.8% | Reduced |
| Sowell Financial Services LLC | 1,171 | $378.4K | 0.01% | −274−19.0% | Reduced |
| Meritage Portfolio Management | 1,167 | $377.1K | 0.03% | −19−1.6% | Reduced |
| Weinberger Asset Management, Inc | 1,161 | $375.0K | 0.14% | −22−1.9% | Reduced |
| R Squared Ltd | 1,158 | $374.2K | 0.16% | +1,158 | New |
| Monarch Capital Management Inc | 1,153 | $372.6K | 0.09% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,139 | $369.2K | 0.01% | +150+15.2% | Added |
| Douglass Winthrop Advisors, LLC | 1,142 | $369.0K | 0.01% | +17+1.5% | Added |
| Kapstone Financial Advisors LLC | 1,133 | $366.1K | 0.17% | −222−16.4% | Reduced |
| Accredited Investors Inc. | 1,133 | $366.1K | 0.02% | +180+18.9% | Added |
| Everhart Financial Group, Inc. | 1,130 | $365.1K | 0.04% | −143−11.2% | Reduced |
| Aspire Private Capital, LLC | 1,128 | $364.7K | 0.08% | +111+10.9% | Added |
| Cardiff Park Advisors, LLC | 1,118 | $361.2K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,107 | $357.8K | 0.02% | +1,107 | New |
| Haverford Trust Co | 1,107 | $357.7K | 0.00% | −2,008−64.5% | Reduced |
| Independence Bank of Kentucky | 1,099 | $355.1K | 0.05% | +128+13.2% | Added |
| King Wealth | 1,093 | $353.0K | 0.04% | −1,176−51.8% | Reduced |
| Willner & Heller, LLC | 1,090 | $352.3K | 0.27% | −809−42.6% | Reduced |
| Sivia Capital Partners, LLC | 1,090 | $352.2K | 0.10% | +1,090 | New |
| Moneta Group Investment Advisors LLC | 1,088 | $351.6K | 0.00% | −83−7.1% | Reduced |
| GTS Securities LLC | 1,087 | $351.2K | 0.01% | +161+17.4% | Added |
| Claro Advisors LLC | 1,084 | $350.2K | 0.05% | +256+30.9% | Added |
| Sara-Bay Financial | 1,072 | $346.4K | 0.10% | −30−2.7% | Reduced |
| Alta Advisers Ltd | 1,071 | $346.1K | 0.11% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,071 | $346.1K | 0.01% | +303+39.5% | Added |
| FourThought Financial Partners, LLC | 1,071 | $346.1K | 0.03% | +1,071 | New |
| Perpetual Ltd | 1,065 | $344.1K | 0.00% | −397−27.2% | Reduced |
| Whalen Wealth Management Inc. | 1,064 | $343.8K | 0.20% | −2,554−70.6% | Reduced |
| Crestwood Advisors Group LLC | 1,058 | $341.7K | 0.01% | −32−2.9% | Reduced |
| Cim Investment Mangement Inc | 1,053 | $340.2K | 0.09% | −1,080−50.6% | Reduced |
| Goelzer Investment Management, Inc. | 1,052 | $339.9K | 0.02% | −280−21.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,050 | $339.3K | 0.06% | −240−18.6% | Reduced |
| Kelly Financial Group LLC | 1,040 | $336.0K | 0.09% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,037 | $335.1K | 0.08% | +160+18.2% | Added |
| Berkshire Asset Management LLC | 1,036 | $334.8K | 0.01% | −398−27.8% | Reduced |
| Romano Brothers and Company | 1,036 | $334.8K | 0.04% | 00.0% | Unchanged |
| LGT Group Foundation | 1,001 | $333.0K | 0.00% | −555−35.7% | Reduced |
| CWA Asset Management Group, LLC | 1,029 | $332.5K | 0.01% | +459+80.5% | Added |
| Natural Investments, LLC | 1,022 | $330.0K | 0.08% | −8−0.8% | Reduced |
| Claris Financial LLC | 1,021 | $329.9K | 0.19% | +1,021 | New |
| Transamerica Financial Advisors, Inc. | 1,018 | $328.8K | 0.03% | +402+65.3% | Added |
| Advisors Capital Management, LLC | 1,017 | $328.8K | 0.00% | −314−23.6% | Reduced |
| Simplicity Wealth,LLC | 1,017 | $328.8K | 0.02% | −4,549−81.7% | Reduced |
| ICW Investment Advisors LLC | 1,015 | $328.1K | 0.12% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,011 | $326.7K | 0.11% | +317+45.7% | Added |
| Capital International Sarl | 1,011 | $326.7K | 0.01% | −967−48.9% | Reduced |
| Gryphon Financial Partners LLC | 1,006 | $324.9K | 0.04% | −135−11.8% | Reduced |
| Creekmur Asset Management LLC | 1,005 | $324.6K | 0.05% | +1+0.1% | Added |
| Adams Wealth Management | 1,001 | $323.3K | 0.07% | 00.0% | Unchanged |
| CacheTech Inc. | 1,001 | $323.3K | 0.07% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 1,000 | $323.1K | 0.26% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 990 | $319.9K | 0.12% | +990 | New |
| Scientech Research LLC | 990 | $319.9K | 0.11% | +990 | New |
| Edgestream Partners, L.P. | 986 | $318.6K | 0.01% | −2,168−68.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 982 | $317.4K | 0.02% | −212−17.8% | Reduced |
| Trust Point Inc. | 978 | $316.0K | 0.03% | +978 | New |
| Farmers Trust Co | 975 | $315.0K | 0.05% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 972 | $314.2K | 0.05% | +41+4.4% | Added |
| First Financial Corp | 971 | $313.8K | 0.12% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 970 | $313.4K | 0.01% | −131−11.9% | Reduced |
| Hengehold Capital Management LLC | 966 | $312.1K | 0.03% | −144−13.0% | Reduced |
| First Financial Bank - Trust Division | 962 | $310.8K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 957 | $309.2K | 0.02% | +957 | New |
| Savvy Advisors, Inc. | 949 | $306.7K | 0.01% | +139+17.2% | Added |
| Marathon Capital Management | 949 | $306.6K | 0.07% | +949 | New |
| Systematic Alpha Investments, LLC | 947 | $306.0K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 947 | $306.0K | 0.05% | +379+66.7% | Added |
| Stillwater Capital Advisors, LLC | 946 | $305.7K | 0.03% | +946 | New |
| Wealthspire Advisors, LLC | 942 | $304.5K | 0.00% | −371−28.3% | Reduced |
| Bell Investment Advisors, Inc | 942 | $304.3K | 0.05% | −77−7.6% | Reduced |
| Brass Tax Wealth Management, Inc | 937 | $302.9K | 0.05% | +4+0.4% | Added |
| Sound Income Strategies, LLC | 840 | $300.8K | 0.02% | +840 | New |
| Western Wealth Management, LLC | 930 | $300.6K | 0.02% | +39+4.4% | Added |
| Capital Investment Advisors, LLC | 927 | $299.6K | 0.00% | +151+19.5% | Added |
| First Western Trust Bank | 927 | $299.5K | 0.01% | −61−6.2% | Reduced |
| LongView Wealth Management | 926 | $299.1K | 0.08% | +99+12.0% | Added |
| AdvisorNet Financial, Inc | 925 | $298.9K | 0.02% | +270+41.2% | Added |