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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 270 | $87.1K | 0.00% | −19−6.6% | Reduced |
| Valley National Advisers Inc | 271 | $87.0K | 0.01% | −70−20.5% | Reduced |
| Colonial Trust Advisors | 269 | $86.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 267 | $86.3K | 0.01% | +8+3.1% | Added |
| Oakworth Capital, Inc. | 264 | $85.3K | 0.00% | +19+7.8% | Added |
| Silvant Capital Management LLC | 257 | $83.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 253 | $81.8K | 0.01% | −10−3.8% | Reduced |
| Trust Co | 252 | $81.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 251 | $81.0K | 0.01% | +45+21.8% | Added |
| West Oak Capital, LLC | 250 | $80.8K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $80.8K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 229 | $80.3K | 0.01% | +95+70.9% | Added |
| Evolution Advisers, Inc. | 236 | $78.0K | 0.04% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 241 | $77.9K | 0.04% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 241 | $77.9K | 0.03% | −1−0.4% | Reduced |
| Wiser Advisor Group LLC | 232 | $75.0K | 0.09% | +232 | New |
| Stuart Chaussee & Associates, Inc. | 232 | $75.0K | 0.02% | −85−26.8% | Reduced |
| Washington Trust Advisors, Inc. | 230 | $74.3K | 0.01% | −82−26.3% | Reduced |
| Cohen & Steers, Inc. | 220 | $71.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 211 | $69.8K | 0.01% | −148−41.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 209 | $67.5K | 0.05% | +29+16.1% | Added |
| Ogorek Anthony Joseph | 209 | $67.0K | 0.02% | +23+12.4% | Added |
| JFS Wealth Advisors, LLC | 196 | $63.3K | 0.00% | −20−9.3% | Reduced |
| Quarry LP | 193 | $62.4K | 0.02% | +193 | New |
| Golden State Wealth Management, LLC | 189 | $61.2K | 0.01% | −4−2.1% | Reduced |
| GW&K Investment Management, LLC | 185 | $60.0K | 0.00% | −32−14.7% | Reduced |
| Hallmark Capital Management Inc | 175 | $56.5K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 174 | $56.0K | 0.01% | −42−19.4% | Reduced |
| Trust Co of Vermont | 172 | $55.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 170 | $55.0K | 0.01% | −6−3.4% | Reduced |
| American National Bank | 170 | $54.9K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 164 | $53.0K | 0.02% | −4−2.4% | Reduced |
| WS Portfolio Advisory, LLC | 164 | $53.0K | 2.88% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 162 | $52.3K | 0.00% | −61−27.4% | Reduced |
| City State Bank | 160 | $51.7K | 0.01% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 160 | $51.7K | 0.02% | +160 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 153 | $49.4K | 0.01% | −42−21.5% | Reduced |
| Coston, McIsaac & Partners | 150 | $48.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 137 | $43.7K | 0.00% | −10−6.8% | Reduced |
| NBC Securities, Inc. | 135 | $43.6K | 0.00% | −15−10.0% | Reduced |
| Financial Perspectives, Inc | 135 | $43.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 132 | $42.7K | 0.01% | −110−45.5% | Reduced |
| Ancora Advisors, LLC | 132 | $42.7K | 0.00% | −105−44.3% | Reduced |
| Concord Wealth Partners | 122 | $39.4K | 0.01% | −482−79.8% | Reduced |
| Syntax Research, Inc. | 121 | $39.0K | 0.03% | −2,879−96.0% | Reduced |
| True Wealth Design, LLC | 117 | $37.9K | 0.01% | +95+431.8% | Added |
| Pinnacle Bancorp, Inc. | 115 | $37.2K | 0.01% | −12−9.4% | Reduced |
| Bullock Wealth Management Group | 108 | $36.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 110 | $35.5K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 110 | $35.5K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 105 | $33.9K | 0.00% | +7+7.1% | Added |
| IAG Wealth Partners, LLC | 104 | $33.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 102 | $33.0K | 0.02% | −231−69.4% | Reduced |
| Arcadia Investment Management Corp | 100 | $32.3K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $32.3K | 0.01% | 00.0% | Unchanged |
| Motco | 100 | $32.3K | 0.00% | +77+334.8% | Added |
| Park Place Capital Corp | 96 | $31.0K | 0.01% | −54−36.0% | Reduced |
| Crews Bank & Trust | 93 | $30.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 88 | $28.4K | 0.01% | −80−47.6% | Reduced |
| Rossby Financial, LCC | 84 | $27.9K | 0.01% | +44+110.0% | Added |
| Activest Wealth Management | 85 | $27.5K | 0.01% | +34+66.7% | Added |
| UMA Financial Services, Inc. | 82 | $26.5K | 0.00% | +63+331.6% | Added |
| Richardson Financial Services Inc. | 80 | $25.9K | 0.02% | +20+33.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 76 | $24.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $24.2K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $24.2K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $24.2K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 75 | $24.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 74 | $23.9K | 0.01% | −43−36.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 74 | $23.9K | 0.00% | −16−17.8% | Reduced |
| North Capital, Inc. | 72 | $23.3K | 0.02% | −11−13.3% | Reduced |
| Montag A & Associates Inc | 72 | $23.1K | 0.00% | −161−69.1% | Reduced |
| Fortitude Family Office, LLC | 71 | $22.9K | 0.01% | −238−77.0% | Reduced |
| Piscataqua Savings Bank | 69 | $22.3K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 67 | $21.6K | 0.01% | −10−13.0% | Reduced |
| Longview Financial Advisors LLC | 66 | $21.3K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 66 | $21.2K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 65 | $21.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 64 | $20.7K | 0.00% | +64 | New |
| Capula Management Ltd | 63 | $20.4K | 0.00% | −186−74.7% | Reduced |
| Strive Asset Management, LLC | 62 | $20.0K | 0.01% | +62 | New |
| Princeton Global Asset Management LLC | 61 | $19.8K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 61 | $19.7K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 61 | $19.6K | 0.00% | +1+1.7% | Added |
| Financial Management Professionals, Inc. | 57 | $18.4K | 0.00% | −7−10.9% | Reduced |
| Accredited Wealth Management, LLC | 83 | $18.4K | 0.01% | +26+45.6% | Added |
| Fourth Dimension Wealth, LLC | 57 | $18.4K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 56 | $18.1K | 0.01% | −23−29.1% | Reduced |
| Flagship Wealth Advisors, LLC | 56 | $18.1K | 0.01% | −14−20.0% | Reduced |
| Boyd Watterson Asset Management LLC | 56 | $18.1K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 56 | $18.1K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 54 | $17.4K | 0.00% | +54 | New |
| Plante Moran Financial Advisors, LLC | 54 | $17.4K | 0.00% | −2−3.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 53 | $17.1K | 0.01% | −56−51.4% | Reduced |
| Albion Financial Group | 52 | $16.8K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 52 | $16.8K | 0.01% | +31+147.6% | Added |
| Financial Consulate, Inc | 51 | $16.5K | 0.00% | +51 | New |
| Vermillion Wealth Management, Inc. | 51 | $16.5K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $16.2K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 50 | $16.2K | 0.01% | 00.0% | Unchanged |