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 |
|---|---|---|---|---|---|
| Beverly Hills Private Wealth, LLC | 18,346 | $5.93M | 1.05% | +3,800+26.1% | Added |
| Teachers Retirement System of the State of Kentucky | 18,159 | $5.87M | 0.04% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 18,000 | $5.82M | 0.53% | −7,000−28.0% | Reduced |
| Generali Asset Management SPA SGR | 17,959 | $5.80M | 0.12% | −4,518−20.1% | Reduced |
| LMR Partners LLP | 17,887 | $5.78M | 0.07% | +10,000+126.8% | Added |
| Northwest & Ethical Investments L.P. | 17,853 | $5.77M | 0.14% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 17,283 | $5.58M | 2.93% | +4,336+33.5% | Added |
| SRS Capital Advisors, Inc. | 17,207 | $5.56M | 0.08% | +15,726+1,061.9% | Added |
| Te Ahumairangi Investment Management Ltd | 17,004 | $5.49M | 0.93% | +804+5.0% | Added |
| Group One Trading, L.P. | 16,834 | $5.44M | 0.16% | +8,855+111.0% | Added |
| Boston Private Wealth LLC | 16,749 | $5.41M | 0.29% | −4,116−19.7% | Reduced |
| Timber Creek Capital Management LLC | 16,652 | $5.38M | 1.30% | +4,034+32.0% | Added |
| Madison Asset Management, LLC | 16,600 | $5.36M | 0.06% | −126,753−88.4% | Reduced |
| Avanza Fonder AB | 16,598 | $5.36M | 0.14% | +1,493+9.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,594 | $5.36M | 0.25% | +2,432+17.2% | Added |
| Ci Investments Inc. | 16,259 | $5.25M | 0.02% | −10,128−38.4% | Reduced |
| Shay Capital LLC | 16,250 | $5.25M | 0.95% | +16,250 | New |
| Mizuho Securities USA LLC | 16,400 | $5.23M | 0.11% | +785+5.0% | Added |
| Great Lakes Advisors, LLC | 16,063 | $5.19M | 0.04% | −869−5.1% | Reduced |
| Investment Management Corp of Ontario | 15,994 | $5.17M | 0.08% | −13,392−45.6% | Reduced |
| Meeder Asset Management Inc | 15,876 | $5.13M | 0.29% | +15,825+31,029.4% | Added |
| Horizon Investments, LLC | 15,515 | $5.01M | 0.07% | +9,179+144.9% | Added |
| LGT Fund Management Co Ltd. | 15,064 | $5.01M | 0.41% | +3,664+32.1% | Added |
| Argent Trust Co | 15,387 | $4.97M | 0.18% | −3,093−16.7% | Reduced |
| Guggenheim Capital LLC | 15,361 | $4.96M | 0.04% | −1,498−8.9% | Reduced |
| Level Four Advisory Services, LLC | 15,359 | $4.96M | 0.17% | −1,588−9.4% | Reduced |
| Robertson Opportunity Capital, LLC | 15,300 | $4.94M | 1.70% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 15,267 | $4.93M | 0.09% | −11,137−42.2% | Reduced |
| Rakuten Investment Management, Inc. | 54,091 | $4.93M | 0.02% | +54,091 | New |
| Sienna Gestion | 16,710 | $4.92M | 0.34% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,224 | $4.92M | 0.02% | +1,478+10.8% | Added |
| Verition Fund Management LLC | 15,054 | $4.86M | 0.03% | −1,984−11.6% | Reduced |
| Chemistry Wealth Management LLC | 14,917 | $4.82M | 0.93% | +7,077+90.3% | Added |
| Berger Financial Group, Inc | 14,757 | $4.77M | 0.29% | +234+1.6% | Added |
| J. Safra Sarasin Holding AG | 14,401 | $4.65M | 0.08% | −19,163−57.1% | Reduced |
| Dana Investment Advisors, Inc. | 14,338 | $4.63M | 0.14% | −14,047−49.5% | Reduced |
| Hohimer Wealth Management, LLC | 14,319 | $4.63M | 0.65% | +14,319 | New |
| Summit Global Investments | 14,255 | $4.61M | 0.27% | −926−6.1% | Reduced |
| Liberty One Investment Management, LLC | 14,199 | $4.59M | 0.26% | +1,405+11.0% | Added |
| Kentucky Retirement Systems | 14,198 | $4.59M | 0.13% | −706−4.7% | Reduced |
| Sava Infond d.o.o. | 14,005 | $4.53M | 0.64% | +1,105+8.6% | Added |
| Allianz SE | 13,857 | $4.48M | 0.10% | +19+0.1% | Added |
| Employees Retirement System of Texas | 13,744 | $4.44M | 0.04% | +2,071+17.7% | Added |
| AustralianSuper Pty Ltd | 13,640 | $4.41M | 0.02% | +1,384+11.3% | Added |
| Norinchukin Bank, The | 13,434 | $4.34M | 0.06% | −148−1.1% | Reduced |
| Allen Capital Group, LLC | 13,260 | $4.28M | 0.41% | +4,892+58.5% | Added |
| Hartford Investment Management Co | 13,197 | $4.26M | 0.13% | −441−3.2% | Reduced |
| Timelo Investment Management Inc. | 14,000 | $4.25M | 7.06% | +14,000 | New |
| Jefferies Financial Group Inc. | 13,109 | $4.24M | 0.04% | +12,451+1,892.2% | Added |
| Investment Management Associates Inc | 13,108 | $4.24M | 1.26% | +13,108 | New |
| Jain Global LLC | 13,072 | $4.22M | 0.05% | +13,072 | New |
| Community Bank & Trust, Waco, Texas | 12,971 | $4.19M | 0.86% | −34−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 12,825 | $4.14M | 0.23% | −20.0% | Reduced |
| Moran Wealth Management, LLC | 12,677 | $4.10M | 0.12% | −6,755−34.8% | Reduced |
| Agf Management Ltd | 12,539 | $4.05M | 0.02% | +2,247+21.8% | Added |
| Baird Financial Group, Inc. | 12,471 | $4.03M | 0.01% | −28,503−69.6% | Reduced |
| GAM Holding AG | 12,406 | $4.01M | 0.25% | −64−0.5% | Reduced |
| GHP Investment Advisors, Inc. | 12,351 | $3.99M | 0.17% | −1,804−12.7% | Reduced |
| MUFG Securities EMEA plc | 12,310 | $3.98M | 0.10% | +11,642+1,742.8% | Added |
| JB Capital LLC | 12,105 | $3.91M | 0.17% | +2,438+25.2% | Added |
| Johnson Financial Group, Inc. | 12,087 | $3.91M | 0.15% | +8,948+285.1% | Added |
| CenterBook Partners LP | 12,078 | $3.90M | 0.19% | +2,033+20.2% | Added |
| La Banque Postale Asset Management SA | 12,061 | $3.90M | 0.05% | +12,061 | New |
| Ally Financial Inc. | 12,000 | $3.88M | 0.48% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 11,874 | $3.84M | 0.06% | −23,597−66.5% | Reduced |
| Louisiana State Employees Retirement System | 11,800 | $3.81M | 0.06% | −100−0.8% | Reduced |
| Pinebridge Investments, L.P. | 11,677 | $3.77M | 0.03% | +11,677 | New |
| Fifth Third Bancorp | 11,574 | $3.74M | 0.01% | −7,362−38.9% | Reduced |
| Kestra Advisory Services, LLC | 11,574 | $3.74M | 0.02% | +1,505+14.9% | Added |
| Morningstar Investment Management LLC | 11,564 | $3.74M | 0.14% | +11,564 | New |
| Gulf International Bank (UK) Ltd | 11,507 | $3.72M | 0.12% | −236−2.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 11,444 | $3.70M | 0.40% | +4,005+53.8% | Added |
| Maryland State Retirement & Pension System | 11,217 | $3.62M | 0.08% | +226+2.1% | Added |
| AIA Group Ltd | 11,125 | $3.59M | 0.06% | +4,655+71.9% | Added |
| Parus Finance (UK) Ltd | 11,089 | $3.58M | 0.94% | −170−1.5% | Reduced |
| Banque Cantonale Vaudoise | 11,065 | $3.58M | 0.13% | +1,529+16.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,074 | $3.57M | 0.03% | +4,141+59.7% | Added |
| Atlantic Union Bankshares Corp | 11,014 | $3.56M | 0.07% | +583+5.6% | Added |
| Regal Investment Advisors LLC | 10,838 | $3.50M | 0.23% | +10,838 | New |
| Securian Asset Management, Inc | 10,804 | $3.49M | 0.09% | −1,009−8.5% | Reduced |
| Rench Wealth Management, Inc. | 10,799 | $3.49M | 1.02% | +40.0% | Added |
| Main Street Financial Solutions, LLC | 10,620 | $3.43M | 0.22% | +10,620 | New |
| AG2R la Mondiale Gestion D'Actifs | 8,733 | $3.40M | 0.17% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 10,500 | $3.39M | 0.02% | +10,500 | New |
| Hara Capital LLC | 10,484 | $3.39M | 2.00% | +10,484 | New |
| University of Texas/Texas Am Investment Managment Co | 10,328 | $3.34M | 0.48% | −7,342−41.6% | Reduced |
| Palmer Knight Co | 10,270 | $3.32M | 1.57% | −253−2.4% | Reduced |
| New Mexico Educational Retirement Board | 10,246 | $3.31M | 0.10% | −600−5.5% | Reduced |
| Metis Global Partners, LLC | 10,222 | $3.30M | 0.08% | −514−4.8% | Reduced |
| Park Avenue Securities LLC | 10,211 | $3.30M | 0.03% | +1,503+17.3% | Added |
| QRG Capital Management, Inc. | 10,197 | $3.29M | 0.04% | −27,614−73.0% | Reduced |
| Mill Capital Management, LLC | 10,142 | $3.28M | 0.24% | 00.0% | Unchanged |
| Camden National Bank | 10,106 | $3.27M | 0.46% | −2,715−21.2% | Reduced |
| Immersion Capital LLP | 10,100 | $3.26M | 3.36% | +10,100 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,070 | $3.26M | 0.02% | −154−1.5% | Reduced |
| Winmill & Co. Inc | 10,040 | $3.24M | 0.79% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 9,947 | $3.21M | 0.02% | −557−5.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,685 | $3.13M | 0.08% | −1,591−14.1% | Reduced |
| Ossiam | 9,641 | $3.12M | 0.04% | −367−3.7% | Reduced |
| McDonald Capital Investors Inc | 9,608 | $3.10M | 0.19% | −4,541−32.1% | Reduced |