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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 924 | $298.6K | 0.04% | −801−46.4% | Reduced |
| Circle Wealth Management, LLC | 922 | $297.9K | 0.01% | +52+6.0% | Added |
| Baxter Bros Inc | 921 | $297.6K | 0.03% | +921 | New |
| Fukoku Mutual Life Insurance Co | 915 | $295.7K | 0.02% | −125−12.0% | Reduced |
| Resonant Capital Advisors, LLC | 912 | $294.7K | 0.02% | −71−7.2% | Reduced |
| Everett Harris & Co | 911 | $294.4K | 0.00% | −71−7.2% | Reduced |
| Revisor Wealth Management LLC | 819 | $293.3K | 0.10% | +64+8.5% | Added |
| Wealth Advisory Solutions, LLC | 907 | $293.1K | 0.07% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 906 | $293.0K | 0.11% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 904 | $292.3K | 0.21% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 900 | $290.8K | 0.15% | +200+28.6% | Added |
| Regatta Capital Group, LLC | 898 | $290.3K | 0.05% | −143−13.7% | Reduced |
| Elser Financial Planning, Inc | 853 | $290.2K | 0.35% | −25−2.8% | Reduced |
| Campion Asset Management LLC | 895 | $289.2K | 0.21% | −20−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 847 | $287.5K | 0.01% | −31−3.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 792 | $287.0K | 0.03% | +792 | New |
| Covestor Ltd | 886 | $286.0K | 0.16% | +398+81.6% | Added |
| Atomi Financial Group, Inc. | 884 | $285.8K | 0.01% | +128+16.9% | Added |
| Keel Point, LLC | 884 | $285.8K | 0.02% | −605−40.6% | Reduced |
| Drucker Wealth 3.0, LLC | 879 | $284.0K | 0.05% | −619−41.3% | Reduced |
| Retirement Planning Group, LLC | 878 | $283.7K | 0.21% | +4+0.5% | Added |
| Latitude Advisors, LLC | 873 | $282.2K | 0.13% | −18−2.0% | Reduced |
| Hilltop Partners LLC | 869 | $280.8K | 0.08% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 868 | $280.5K | 0.14% | +79+10.0% | Added |
| Evoke Wealth, LLC | 862 | $278.8K | 0.01% | +244+39.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 858 | $277.3K | 0.02% | +858 | New |
| Midwest Trust Co | 858 | $277.2K | 0.00% | −753−46.7% | Reduced |
| PBMares Wealth Management LLC | 858 | $277.2K | 0.04% | 00.0% | Unchanged |
| Cynosure Management, LLC | 856 | $276.6K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 853 | $275.6K | 0.03% | +11+1.3% | Added |
| First Foundation Advisors | 843 | $272.4K | 0.01% | −50−5.6% | Reduced |
| Torrey Growth & Income Advisors | 839 | $271.1K | 0.08% | +839 | New |
| Samalin Investment Counsel, LLC | 836 | $270.2K | 0.09% | −69−7.6% | Reduced |
| Paradigm Financial Partners, LLC | 835 | $269.8K | 0.03% | +206+32.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 828 | $268.0K | 0.08% | −95−10.3% | Reduced |
| SBI Securities Co., Ltd. | 827 | $267.2K | 0.01% | +508+159.2% | Added |
| Beese Fulmer Investment Management, Inc. | 825 | $266.6K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 824 | $266.3K | 0.03% | −16−1.9% | Reduced |
| Hudson Bay Capital Management LP | 821 | $265.3K | 0.00% | −3,294−80.0% | Reduced |
| Foresight Global Investors, Inc. | 819 | $264.6K | 0.16% | +819 | New |
| FSM Wealth Advisors, LLC | 815 | $263.2K | 0.04% | −27−3.2% | Reduced |
| Atlas Wealth LLC | 810 | $261.7K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 809 | $261.2K | 0.03% | −111−12.1% | Reduced |
| Fulton Bank, N.A. | 807 | $260.8K | 0.01% | −909−53.0% | Reduced |
| Foster & Motley Inc | 804 | $260.0K | 0.01% | −30−3.6% | Reduced |
| HBK Sorce Advisory LLC | 743 | $259.7K | 0.01% | +31+4.4% | Added |
| Crawford Investment Counsel Inc | 802 | $259.1K | 0.00% | +73+10.0% | Added |
| DLK Investment Management, LLC | 800 | $258.5K | 0.10% | +800 | New |
| Patton Albertson Miller Group, LLC | 799 | $258.2K | 0.03% | −1,616−66.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 796 | $257.2K | 0.02% | −18−2.2% | Reduced |
| Schnieders Capital Management, LLC. | 791 | $255.6K | 0.05% | +791 | New |
| Accurate Wealth Management, LLC | 729 | $255.5K | 0.03% | +22+3.1% | Added |
| Manchester Capital Management LLC | 789 | $255.0K | 0.03% | −27−3.3% | Reduced |
| Everpar Advisors LLC | 789 | $254.9K | 0.10% | +789 | New |
| Waterloo Capital, L.P. | 786 | $253.8K | 0.02% | +69+9.6% | Added |
| Larson Financial Group LLC | 784 | $253.5K | 0.01% | +67+9.3% | Added |
| Alpha Omega Wealth Management LLC | 780 | $252.0K | 0.04% | −100−11.4% | Reduced |
| Red Door Wealth Management, LLC | 779 | $251.7K | 0.03% | +779 | New |
| Bank of Nova Scotia Trust Co | 778 | $251.4K | 0.02% | +778 | New |
| Pettinga Financial Advisors, LLC | 775 | $250.5K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 775 | $250.5K | 0.01% | +106+15.8% | Added |
| Massmutual Trust Co FSB | 775 | $250.4K | 0.01% | −291−27.3% | Reduced |
| Ignite Planners, LLC | 774 | $250.1K | 0.04% | −1−0.1% | Reduced |
| Capital Analysts, LLC | 772 | $250.0K | 0.01% | +194+33.6% | Added |
| Dover Advisors, LLC | 773 | $249.8K | 0.10% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 770 | $248.9K | 0.18% | −132−14.6% | Reduced |
| Truepoint, Inc. | 770 | $248.8K | 0.01% | −45−5.5% | Reduced |
| Financial Advisors Network, Inc. | 770 | $248.8K | 0.04% | 00.0% | Unchanged |
| Rockland Trust Co | 770 | $248.8K | 0.01% | +3+0.4% | Added |
| Altfest L J & Co Inc | 767 | $247.9K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 767 | $247.8K | 0.04% | −93−10.8% | Reduced |
| Fedenia Advisers LLC | 765 | $247.2K | 0.10% | −104−12.0% | Reduced |
| Ascent Wealth Partners, LLC | 765 | $247.2K | 0.03% | −28−3.5% | Reduced |
| Forefront Wealth Partners, LLC | 763 | $246.6K | 0.06% | −166−17.9% | Reduced |
| Creative Financial Designs Inc | 761 | $245.8K | 0.02% | −3−0.4% | Reduced |
| Keynote Financial Services LLC | 760 | $245.6K | 0.15% | −5−0.7% | Reduced |
| Symphony Financial, Ltd. Co. | 763 | $244.8K | 0.03% | −1,868−71.0% | Reduced |
| IFP Advisors, Inc | 756 | $244.3K | 0.01% | +52+7.4% | Added |
| Cary Street Partner Investment Advisory LLC | 754 | $243.6K | 0.10% | −48−6.0% | Reduced |
| Riverbend Wealth Management, LLC | 754 | $243.6K | 0.17% | +63+9.1% | Added |
| Providence First Trust Co | 753 | $243.3K | 0.08% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 751 | $242.7K | 0.01% | −392−34.3% | Reduced |
| Cromwell Holdings LLC | 750 | $242.3K | 0.13% | −12−1.6% | Reduced |
| Stonegate Investment Group, LLC | 748 | $241.7K | 0.01% | +223+42.5% | Added |
| SummitTX Capital, L.P. | 746 | $241.0K | 0.01% | −1,680−69.2% | Reduced |
| Dean Investment Associates, LLC | 739 | $238.8K | 0.03% | −17−2.2% | Reduced |
| Lakeridge Wealth Management LLC | 738 | $238.4K | 0.11% | +3+0.4% | Added |
| KFG Wealth Management, LLC | 738 | $238.4K | 0.03% | −131−15.1% | Reduced |
| Deseret Mutual Benefit Administrators | 736 | $237.8K | 0.10% | +177+31.7% | Added |
| Harbor Group, Inc. | 733 | $237.0K | 0.04% | +59+8.8% | Added |
| Medallion Wealth Advisors, LLC | 733 | $236.8K | 0.08% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 731 | $236.2K | 0.00% | −195−21.1% | Reduced |
| East Coast Asset Management, LLC. | 730 | $235.9K | 0.07% | 00.0% | Unchanged |
| Choate Investment Advisors | 726 | $234.6K | 0.00% | −52−6.7% | Reduced |
| Prudent Man Advisors, LLC | 719 | $232.3K | 0.09% | −539−42.8% | Reduced |
| Herold Advisors, Inc. | 719 | $232.3K | 0.05% | −21−2.8% | Reduced |
| Hantz Financial Services, Inc. | 717 | $232.0K | 0.00% | +440+158.8% | Added |
| BNP Paribas | 716 | $231.4K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 716 | $231.3K | 0.02% | −19−2.6% | Reduced |
| Clark Capital Management Group, Inc. | 714 | $230.7K | 0.00% | −27−3.6% | Reduced |