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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 35,545 | $11.5M | 0.19% | +5,143+16.9% | Added |
| Greatmark Investment Partners, Inc. | 35,483 | $11.5M | 1.37% | +6,833+23.8% | Added |
| HighTower Advisors, LLC | 35,264 | $11.4M | 0.01% | −2,746−7.2% | Reduced |
| Wealthfront Advisers LLC | 35,042 | $11.3M | 0.03% | +19,292+122.5% | Added |
| TenCore Partners, LP | 35,000 | $11.3M | 5.01% | +35,000 | New |
| Xponance, Inc. | 34,785 | $11.2M | 0.09% | −1,241−3.4% | Reduced |
| Modera Wealth Management, LLC | 34,735 | $11.2M | 0.13% | −264−0.8% | Reduced |
| Yousif Capital Management, LLC | 34,431 | $11.1M | 0.12% | −1,051−3.0% | Reduced |
| OP Asset Management Ltd | 34,204 | $11.1M | 0.15% | −24,028−41.3% | Reduced |
| Diversified Trust Co | 34,151 | $11.0M | 0.22% | −2,058−5.7% | Reduced |
| CIBC Asset Management Inc | 34,074 | $11.0M | 0.03% | −8,591−20.1% | Reduced |
| Whittier Trust Co | 31,225 | $10.9M | 0.12% | −60,732−66.0% | Reduced |
| MAI Capital Management | 33,520 | $10.8M | 0.07% | +25,941+342.3% | Added |
| Ethic Inc. | 33,008 | $10.7M | 0.18% | −6,761−17.0% | Reduced |
| Exchange Traded Concepts, LLC | 32,956 | $10.6M | 0.10% | +16,371+98.7% | Added |
| New York Life Investment Management LLC | 32,841 | $10.6M | 0.09% | −1,649−4.8% | Reduced |
| Intech Investment Management LLC | 32,630 | $10.5M | 0.09% | +4,840+17.4% | Added |
| Pathstone Holdings, LLC | 32,348 | $10.5M | 0.04% | −968−2.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,291 | $10.4M | 0.08% | +235+0.7% | Added |
| Aptus Capital Advisors, LLC | 31,820 | $10.3M | 0.09% | −25,068−44.1% | Reduced |
| Ieq Capital, LLC | 31,714 | $10.2M | 0.03% | +22,889+259.4% | Added |
| Teacher Retirement System of Texas | 31,701 | $10.2M | 0.04% | −127,089−80.0% | Reduced |
| Liontrust Investment Partners LLP | 31,665 | $10.2M | 0.15% | +9,155+40.7% | Added |
| Eagle Global Advisors LLC | 31,480 | $10.2M | 0.39% | −2,532−7.4% | Reduced |
| CIBC Bancorp USA Inc. | 31,094 | $10.0M | 0.06% | +31,094 | New |
| First Citizens Bank & Trust Co | 31,017 | $10.0M | 0.22% | +5,139+19.9% | Added |
| Howe & Rusling Inc | 30,890 | $9.98M | 0.68% | +18,469+148.7% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 30,633 | $9.90M | 1.11% | +13,638+80.2% | Added |
| Creative Planning | 29,998 | $9.69M | 0.01% | +5,560+22.8% | Added |
| Moore Capital Management, LP | 29,974 | $9.69M | 0.19% | +17,953+149.3% | Added |
| JustInvest LLC | 29,630 | $9.58M | 0.10% | −6,617−18.3% | Reduced |
| Trillium Asset Management, LLC | 29,436 | $9.51M | 0.25% | −2,908−9.0% | Reduced |
| Banque Pictet & Cie SA | 29,432 | $9.51M | 0.10% | +2,178+8.0% | Added |
| ING Groep NV | 29,110 | $9.41M | 0.05% | −619−2.1% | Reduced |
| NEOS Investment Management LLC | 28,971 | $9.36M | 0.07% | +9,101+45.8% | Added |
| Public Employees Retirement Association of Colorado | 28,879 | $9.33M | 0.03% | −571−1.9% | Reduced |
| Nissay Asset Management Corp | 28,506 | $9.21M | 0.05% | +215+0.8% | Added |
| Van Den Berg Management I, Inc | 28,474 | $9.20M | 2.30% | +10,004+54.2% | Added |
| Scotia Capital Inc. | 28,306 | $9.15M | 0.04% | +5,494+24.1% | Added |
| Impax Asset Management Group plc | 28,294 | $9.14M | 0.05% | +764+2.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 28,089 | $9.08M | 0.03% | +904+3.3% | Added |
| Gabelli Funds LLC | 28,000 | $9.05M | 0.06% | −1,000−3.4% | Reduced |
| Simplex Trading, LLC | 27,588 | $8.91M | 0.20% | +26,697+2,996.3% | Added |
| Venator Management LLC | 27,530 | $8.90M | 2.12% | +27,530 | New |
| Lowe Brockenbrough & Co Inc | 27,197 | $8.79M | 0.45% | +394+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,118 | $8.76M | 0.02% | −1,850−6.4% | Reduced |
| Easterly Investment Partners LLC | 27,112 | $8.76M | 0.59% | +27,112 | New |
| Pensionmark Financial Group, LLC | 26,693 | $8.62M | 0.18% | −741−2.7% | Reduced |
| Cornerstone Advisors, LLC | 26,600 | $8.59M | 0.28% | −400−1.5% | Reduced |
| HB Wealth Management, LLC | 26,575 | $8.59M | 0.06% | +4,828+22.2% | Added |
| Firetrail Investments Pty Ltd | 26,464 | $8.49M | 2.13% | −96−0.4% | Reduced |
| Unison Asset Management LLC | 25,921 | $8.38M | 3.91% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 25,709 | $8.31M | 0.02% | +6,711+35.3% | Added |
| Oregon Public Employees Retirement Fund | 25,688 | $8.30M | 0.11% | +6,199+31.8% | Added |
| ASR Vermogensbeheer N.V. | 25,587 | $8.27M | 0.10% | −101−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,200 | $8.14M | 0.05% | −5,368−17.6% | Reduced |
| Rafferty Asset Management, LLC | 25,001 | $8.08M | 0.03% | +1,119+4.7% | Added |
| Loomis Sayles & Co L P | 24,643 | $7.96M | 0.01% | −1,681−6.4% | Reduced |
| Mutual of America Capital Management LLC | 24,464 | $7.90M | 0.08% | −1,496−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,350 | $7.87M | 0.05% | +2,369+10.8% | Added |
| Mizuho Markets Cayman LP | 24,230 | $7.83M | 0.67% | +24,230 | New |
| Manning & Napier Advisors LLC | 24,189 | $7.82M | 0.10% | −14,025−36.7% | Reduced |
| GCM Grosvenor Holdings, LLC | 23,894 | $7.72M | 1.17% | −8,269−25.7% | Reduced |
| Delta Investment Management, LLC | 23,612 | $7.63M | 1.37% | +23,612 | New |
| Colony Group, LLC | 36,718 | $7.54M | 0.01% | +14,279+63.6% | Added |
| Punch & Associates Investment Management, Inc. | 23,249 | $7.51M | 0.44% | +86+0.4% | Added |
| Toroso Investments, LLC | 23,085 | $7.46M | 0.03% | +3,200+16.1% | Added |
| Walleye Capital LLC | 23,068 | $7.45M | 0.06% | +12,011+108.6% | Added |
| ProVise Management Group, LLC | 23,066 | $7.45M | 0.55% | −458−1.9% | Reduced |
| National Philanthropic Trust | 22,990 | $7.43M | 0.08% | +6,216+37.1% | Added |
| Rhenman & Partners Asset Management AB | 22,500 | $7.27M | 0.80% | −22,150−49.6% | Reduced |
| UniSuper Management Pty Ltd | 22,421 | $7.24M | 0.04% | +6,496+40.8% | Added |
| Mercer Global Advisors Inc | 22,236 | $7.18M | 0.01% | −14,019−38.7% | Reduced |
| North Growth Management Ltd. | 22,000 | $7.13M | 1.24% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 22,062 | $7.13M | 0.52% | +161+0.7% | Added |
| Verdence Capital Advisors LLC | 20,749 | $7.11M | 0.41% | −464−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,880 | $7.07M | 0.05% | +20,778+1,885.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 21,834 | $7.06M | 0.06% | −5,643−20.5% | Reduced |
| Principal Securities, Inc. | 21,800 | $7.04M | 0.12% | +1,465+7.2% | Added |
| Fisher Funds Management LTD | 21,492 | $6.94M | 0.18% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 21,355 | $6.90M | 0.02% | +21,355 | New |
| Brinker Capital Investments, LLC | 21,295 | $6.88M | 0.05% | +2,769+14.9% | Added |
| Allspring Global Investments Holdings, LLC | 20,366 | $6.78M | 0.01% | −1,935−8.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 20,581 | $6.65M | 1.47% | +5,269+34.4% | Added |
| Cullen/Frost Bankers, Inc. | 20,506 | $6.63M | 0.08% | −1,339−6.1% | Reduced |
| IMC-Chicago, LLC | 20,451 | $6.61M | 0.12% | +20,451 | New |
| Geneos Wealth Management Inc. | 20,178 | $6.52M | 0.17% | −11,182−35.7% | Reduced |
| Prudential PLC | 20,162 | $6.51M | 0.05% | −11,848−37.0% | Reduced |
| Archon Partners LLC | 20,000 | $6.46M | 0.69% | 00.0% | Unchanged |
| Van Eck Associates Corp | 19,906 | $6.43M | 0.01% | +1,874+10.4% | Added |
| Thrivent Financial for Lutherans | 19,895 | $6.43M | 0.01% | +2,202+12.4% | Added |
| CIBC World Markets Inc. | 19,807 | $6.40M | 0.01% | +3,879+24.4% | Added |
| Thompson Siegel & Walmsley LLC | 19,755 | $6.38M | 0.10% | +10,618+116.2% | Added |
| M&T Bank Corp | 19,385 | $6.26M | 0.02% | −6,035−23.7% | Reduced |
| CWM, LLC | 19,088 | $6.17M | 0.02% | +11,962+167.9% | Added |
| Advisory Resource Group | 18,928 | $6.12M | 1.10% | +5,694+43.0% | Added |
| Atria Investments LLC | 18,673 | $6.03M | 0.07% | −603−3.1% | Reduced |
| Quantbot Technologies LP | 18,616 | $6.02M | 0.16% | +18,616 | New |
| Asio Capital, LLC | 18,478 | $5.97M | 0.89% | +3,107+20.2% | Added |
| CX Institutional | 18,366 | $5.93M | 0.18% | +17,183+1,452.5% | Added |