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 |
|---|---|---|---|---|---|
| Catalyst Financial Partners LLC | 714 | $230.7K | 0.03% | −514−41.9% | Reduced |
| WSFS Capital Management, LLC | 710 | $229.4K | 0.01% | +4+0.6% | Added |
| Prosperity Consulting Group, LLC | 710 | $229.4K | 0.01% | +141+24.8% | Added |
| SwitchPoint Financial Planning, LLC | 702 | $227.0K | 0.16% | −2−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 701 | $226.5K | 0.00% | −13−1.8% | Reduced |
| Meyer Handelman Co | 700 | $226.2K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 700 | $226.2K | 0.04% | 00.0% | Unchanged |
| Strategic Advisors LLC | 697 | $225.4K | 0.04% | −8−1.1% | Reduced |
| Strategic Blueprint, LLC | 689 | $222.7K | 0.01% | +689 | New |
| SJS Investment Consulting Inc. | 688 | $222.3K | 0.03% | +11+1.6% | Added |
| Aldebaran Financial Inc. | 686 | $221.7K | 0.22% | +1+0.1% | Added |
| Patton Fund Management, Inc. | 685 | $221.3K | 0.04% | +685 | New |
| Whalerock Point Partners, LLC | 682 | $220.4K | 0.04% | 00.0% | Unchanged |
| Rik Saylor Financial, Inc. | 680 | $219.7K | 0.16% | 00.0% | Unchanged |
| AXS Investments LLC | 678 | $219.1K | 0.07% | +678 | New |
| Astoria Portfolio Advisors LLC. | 604 | $218.9K | 0.06% | −365−37.7% | Reduced |
| Pathway Financial Advisers, LLC | 678 | $218.9K | 0.06% | +1+0.1% | Added |
| Syverson Strege & Co | 671 | $216.8K | 0.05% | −222−24.9% | Reduced |
| Continuum Advisory, LLC | 669 | $216.2K | 0.02% | −146−17.9% | Reduced |
| Fort Point Capital Partners LLC | 668 | $215.8K | 0.03% | +44+7.1% | Added |
| Stanley-Laman Group, Ltd. | 666 | $215.2K | 0.03% | −7,636−92.0% | Reduced |
| Premier Path Wealth Partners, LLC | 660 | $213.4K | 0.03% | −88−11.8% | Reduced |
| Venture Visionary Partners LLC | 657 | $212.5K | 0.01% | −489−42.7% | Reduced |
| Parkside Financial Bank & Trust | 653 | $211.0K | 0.02% | −49−7.0% | Reduced |
| HFG Advisors, Inc. | 652 | $210.8K | 0.16% | +3+0.5% | Added |
| Nations Financial Group Inc, | 652 | $210.7K | 0.01% | −72−9.9% | Reduced |
| First County Bank | 650 | $210.0K | 0.11% | −70−9.7% | Reduced |
| Cherokee Insurance Co | 650 | $210.0K | 0.09% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 646 | $209.4K | 0.02% | −110−14.6% | Reduced |
| Stony Point Wealth Management Inc. | 648 | $209.4K | 0.08% | −6−0.9% | Reduced |
| DT Investment Partners, LLC | 644 | $208.1K | 0.02% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 643 | $207.8K | 0.13% | 00.0% | Unchanged |
| Kaufman Rossin Wealth, LLC | 642 | $207.4K | 0.11% | +642 | New |
| MBM Wealth Consultants, LLC | 641 | $207.1K | 0.05% | −8−1.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 640 | $206.8K | 0.09% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 640 | $206.8K | 0.01% | −89−12.2% | Reduced |
| Vantage Financial Partners, LLC | 639 | $206.6K | 0.04% | +3+0.5% | Added |
| Harbour Capital Advisors, LLC | 577 | $206.3K | 0.04% | +2+0.3% | Added |
| Shoker Investment Counsel, Inc. | 638 | $206.2K | 0.06% | 00.0% | Unchanged |
| Elm Partners Management LLC | 637 | $205.8K | 0.01% | +637 | New |
| McLean Asset Management Corp | 587 | $205.4K | 0.04% | −153−20.7% | Reduced |
| Convergence Investment Partners, LLC | 634 | $205.0K | 0.05% | +59+10.3% | Added |
| Onefund, LLC | 631 | $203.9K | 0.13% | +21+3.4% | Added |
| Addison Capital Co | 628 | $203.0K | 0.06% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 522 | $202.9K | 0.03% | +12+2.4% | Added |
| Abacus Planning Group, Inc. | 628 | $202.9K | 0.03% | −351−35.9% | Reduced |
| Arete Wealth Advisors, LLC | 625 | $202.0K | 0.01% | +27+4.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 625 | $201.9K | 0.12% | −25−3.8% | Reduced |
| Washington Capital Management Inc | 625 | $201.9K | 0.14% | 00.0% | Unchanged |
| Fire Capital Management LLC | 625 | $201.9K | 0.12% | 00.0% | Unchanged |
| First National Trust Co | 625 | $201.9K | 0.01% | −45−6.7% | Reduced |
| Requisite Capital Management, LLC | 623 | $201.3K | 0.03% | +623 | New |
| Sentry Investment Management LLC | 555 | $201.0K | 0.13% | −225−28.8% | Reduced |
| Bradley Foster & Sargent Inc | 622 | $201.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 622 | $200.9K | 0.01% | −2,365−79.2% | Reduced |
| Prestige Wealth Management Group LLC | 620 | $200.4K | 0.04% | −2−0.3% | Reduced |
| Indiana Trust & Investment Management CO | 619 | $200.0K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 586 | $194.9K | 0.04% | −123−17.3% | Reduced |
| Board of the Pension Protection Fund | 600 | $193.9K | 0.19% | +600 | New |
| Curat Global, LLC | 600 | $193.4K | 0.18% | 00.0% | Unchanged |
| Rise Advisors, LLC | 559 | $180.7K | 0.06% | +1+0.2% | Added |
| Addison Advisors LLC | 544 | $175.8K | 0.04% | −99−15.4% | Reduced |
| New England Capital Financial Advisors LLC | 543 | $175.3K | 0.07% | +2+0.4% | Added |
| CoreCap Advisors, LLC | 525 | $169.6K | 0.01% | +59+12.7% | Added |
| City Holding Co | 515 | $166.4K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 513 | $165.8K | 0.01% | +2+0.4% | Added |
| Mather Group, LLC. | 513 | $165.6K | 0.00% | +513 | New |
| CVA Family Office, LLC | 512 | $165.4K | 0.02% | −109−17.6% | Reduced |
| Volterra Technologies LP | 480 | $155.1K | 0.10% | −1,133−70.2% | Reduced |
| Versant Capital Management, Inc | 477 | $154.1K | 0.02% | +128+36.7% | Added |
| Zions Bancorporation, National Association | 459 | $148.3K | 0.01% | −145−24.0% | Reduced |
| Roxbury Financial LLC | 447 | $144.3K | 0.13% | +2+0.4% | Added |
| First Horizon Corp | 440 | $142.2K | 0.01% | +440 | New |
| Westfuller Advisors, LLC | 423 | $136.8K | 0.06% | +423 | New |
| State of Wyoming | 422 | $136.4K | 0.02% | +95+29.1% | Added |
| Arlington Trust Co LLC | 390 | $126.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 387 | $125.0K | 0.04% | +235+154.6% | Added |
| HM Payson & Co | 380 | $122.8K | 0.00% | −146−27.8% | Reduced |
| Hartford Financial Management Inc. | 380 | $122.8K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 378 | $122.3K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 375 | $121.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 370 | $119.6K | 0.01% | 00.0% | Unchanged |
| Saranac Partners Ltd | 355 | $114.7K | 0.02% | +355 | New |
| Avalon Trust Co | 352 | $113.7K | 0.01% | +2+0.6% | Added |
| Ramirez Asset Management, Inc. | 350 | $113.1K | 0.02% | −3,299−90.4% | Reduced |
| Ameritas Advisory Services, LLC | 348 | $112.3K | 0.01% | −666−65.7% | Reduced |
| Essential Partners LLC | 325 | $105.0K | 0.03% | +306+1,610.5% | Added |
| Banque de Luxembourg S.A. | 310 | $100.2K | 0.05% | +310 | New |
| Raleigh Capital Management Inc. | 304 | $98.2K | 0.04% | +26+9.4% | Added |
| Mechanics Financial Corp | 300 | $96.9K | 0.04% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 300 | $96.9K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 295 | $95.3K | 0.01% | +4+1.4% | Added |
| Heartwood Wealth Advisors LLC | 287 | $92.7K | 0.01% | +287 | New |
| Harbor Investment Advisory, LLC | 285 | $92.1K | 0.01% | −55−16.2% | Reduced |
| Ofi Invest Asset Management | 334 | $91.8K | 0.00% | +99+42.1% | Added |
| Investors Research Corp | 282 | $91.1K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 280 | $90.5K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 276 | $89.2K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 272 | $89.0K | 0.00% | −153−36.0% | Reduced |
| Rothschild Investment LLC | 272 | $87.9K | 0.00% | −63−18.8% | Reduced |