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 |
|---|---|---|---|---|---|
| TAM Capital Management Inc. | 15,238 | $3.10M | 1.54% | +15,238 | New |
| Sector Gamma AS | 9,603 | $3.10M | 0.77% | −9,176−48.9% | Reduced |
| Empirical Finance, LLC | 9,598 | $3.10M | 0.15% | +89+0.9% | Added |
| Ostrum Asset Management | 9,507 | $3.07M | 0.14% | −6,673−41.2% | Reduced |
| E. Ohman J:or Asset Management AB | 9,344 | $3.02M | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 9,336 | $3.02M | 0.04% | −263−2.7% | Reduced |
| Ninety One SA (PTY) Ltd | 9,258 | $2.98M | 0.13% | +4,322+87.6% | Added |
| Banco Santander, S.A. | 9,012 | $2.91M | 0.03% | +723+8.7% | Added |
| Keybank National Association | 8,972 | $2.90M | 0.01% | −1,093−10.9% | Reduced |
| Community Bank, N.A. | 8,895 | $2.87M | 0.35% | +1,978+28.6% | Added |
| Voya Financial Advisors, Inc. | 8,876 | $2.84M | 0.27% | −185−2.0% | Reduced |
| Benedict Financial Advisors Inc | 8,749 | $2.83M | 0.61% | +384+4.6% | Added |
| Balyasny Asset Management LLC | 8,703 | $2.81M | 0.01% | −16,103−64.9% | Reduced |
| TD Waterhouse Canada Inc. | 8,400 | $2.80M | 0.02% | +2,748+48.6% | Added |
| United Capital Financial Advisers, LLC | 8,609 | $2.78M | 0.02% | −1,207−12.3% | Reduced |
| Omers Administration Corp | 8,472 | $2.74M | 0.02% | −100−1.2% | Reduced |
| Groupama Asset Managment | 8,447 | $2.73M | 0.04% | −350−4.0% | Reduced |
| Wealthedge Investment Advisors, LLC | 8,439 | $2.73M | 1.03% | +8,439 | New |
| Mirabella Financial Services LLP | 8,413 | $2.71M | 0.24% | +5,478+186.6% | Added |
| Whittier Trust Co of Nevada Inc | 7,740 | $2.71M | 0.06% | −31,380−80.2% | Reduced |
| Allstate Corp | 8,392 | $2.71M | 0.06% | +7,860+1,477.4% | Added |
| Eagle Rock Investment Company, LLC | 8,392 | $2.71M | 0.40% | −166−1.9% | Reduced |
| LSV Asset Management | 8,264 | $2.67M | 0.01% | +7,364+818.2% | Added |
| New Age Alpha Advisors, LLC | 8,162 | $2.64M | 0.11% | −106−1.3% | Reduced |
| Tandem Capital Management Corp | 8,100 | $2.62M | 1.22% | +569+7.6% | Added |
| HF Advisory Group, LLC | 8,050 | $2.60M | 0.96% | +2,666+49.5% | Added |
| Equitable Trust Co | 8,011 | $2.59M | 0.12% | +68+0.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $2.58M | 0.64% | 00.0% | Unchanged |
| Hancock Whitney Corp | 7,997 | $2.58M | 0.05% | +1,092+15.8% | Added |
| Arnhold LLC | 7,899 | $2.55M | 0.21% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 7,891 | $2.55M | 0.37% | +7,891 | New |
| Anchor Investment Management, LLC | 7,888 | $2.55M | 0.21% | +1,010+14.7% | Added |
| Synovus Financial Corp | 7,867 | $2.54M | 0.03% | +164+2.1% | Added |
| Persistent Asset Partners Ltd | 7,806 | $2.52M | 1.83% | +7,806 | New |
| Twinbeech Capital LP | 7,798 | $2.52M | 0.10% | −2,966−27.6% | Reduced |
| BKD Wealth Advisors, LLC | 7,786 | $2.52M | 0.05% | −250−3.1% | Reduced |
| Capstone Investment Advisors, LLC | 7,779 | $2.51M | 0.02% | +5,460+235.4% | Added |
| Clearstead Advisors, LLC | 7,753 | $2.51M | 0.04% | −178−2.2% | Reduced |
| Kestra Private Wealth Services, LLC | 7,753 | $2.51M | 0.03% | +310+4.2% | Added |
| English Capital Management LLC | 7,682 | $2.48M | 1.62% | +7,682 | New |
| Bokf, NA | 7,645 | $2.47M | 0.04% | −1,237−13.9% | Reduced |
| Nomura Holdings Inc | 7,582 | $2.45M | 0.01% | +6,777+841.9% | Added |
| Radnor Capital Management, LLC | 7,530 | $2.43M | 0.37% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,517 | $2.43M | 0.01% | +637+9.3% | Added |
| Family Legacy, Inc. | 7,384 | $2.39M | 0.73% | +225+3.1% | Added |
| Unison Advisors LLC | 7,363 | $2.38M | 0.22% | +35+0.5% | Added |
| Shell Asset Management Co | 7,254 | $2.34M | 0.24% | −8,096−52.7% | Reduced |
| Tobam | 7,244 | $2.34M | 0.85% | +6,716+1,272.0% | Added |
| Amitell Capital Pte Ltd | 7,180 | $2.32M | 1.72% | +7,180 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,177 | $2.32M | 0.03% | −31−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,146 | $2.31M | 0.08% | +160+2.3% | Added |
| Huntington National Bank | 7,104 | $2.30M | 0.01% | −3,459−32.7% | Reduced |
| Peapack Gladstone Financial Corp | 7,068 | $2.28M | 0.03% | −975−12.1% | Reduced |
| Mediolanum International Funds Ltd | 7,112 | $2.27M | 0.02% | −15,945−69.2% | Reduced |
| Qsemble Capital Management, LP | 7,008 | $2.26M | 0.22% | +7,008 | New |
| Tema ETFs LLC | 6,994 | $2.26M | 0.19% | +4,363+165.8% | Added |
| Merit Financial Group, LLC | 6,972 | $2.25M | 0.02% | +3,531+102.6% | Added |
| RDA Financial Network | 6,903 | $2.23M | 0.55% | −121−1.7% | Reduced |
| Edmp, Inc. | 6,884 | $2.22M | 1.76% | +99+1.5% | Added |
| Close Asset Management Ltd | 6,823 | $2.21M | 0.05% | −368,370−98.2% | Reduced |
| Vise Technologies, Inc. | 6,729 | $2.17M | 0.08% | +834+14.1% | Added |
| Kingswood Wealth Advisors, LLC | 6,681 | $2.16M | 0.13% | −564−7.8% | Reduced |
| Castleview Partners, LLC | 6,643 | $2.15M | 1.17% | +3,085+86.7% | Added |
| Warren Averett Asset Management, LLC | 6,586 | $2.13M | 0.02% | +655+11.0% | Added |
| Ami Investment Management Inc | 6,573 | $2.12M | 0.49% | +1,015+18.3% | Added |
| Round Rock Advisors, LLC | 6,431 | $2.08M | 0.33% | −375−5.5% | Reduced |
| Signal Advisors Wealth, LLC | 6,429 | $2.08M | 0.19% | +3,830+147.4% | Added |
| Advisory Services Network, LLC | 6,427 | $2.08M | 0.03% | +2,594+67.7% | Added |
| Everence Capital Management Inc | 6,422 | $2.08M | 0.12% | −958−13.0% | Reduced |
| Cresset Asset Management, LLC | 6,361 | $2.06M | 0.01% | +100+1.6% | Added |
| IPG Investment Advisors LLC | 6,355 | $2.05M | 0.37% | +6,355 | New |
| Legato Capital Management LLC | 6,286 | $2.03M | 0.22% | +853+15.7% | Added |
| Oppenheimer Asset Management Inc. | 6,247 | $2.02M | 0.02% | −10,300−62.2% | Reduced |
| Blair William & Co | 6,187 | $2.00M | 0.01% | −73−1.2% | Reduced |
| Fort Washington Investment Advisors Inc | 6,168 | $1.99M | 0.01% | +284+4.8% | Added |
| Paralel Advisors LLC | 6,150 | $1.99M | 0.08% | +7+0.1% | Added |
| Blume Capital Management, Inc. | 6,145 | $1.99M | 0.38% | +4,320+236.7% | Added |
| Maxi Investments CY Ltd | 6,100 | $1.97M | 0.41% | +6,100 | New |
| Palouse Capital Management, Inc. | 6,092 | $1.97M | 1.25% | +1,477+32.0% | Added |
| MUFG Securities Americas Inc. | 6,073 | $1.96M | 0.13% | +1,066+21.3% | Added |
| Greenup Street Wealth Management LLC | 6,068 | $1.96M | 0.30% | +108+1.8% | Added |
| Dynamic Advisor Solutions LLC | 6,055 | $1.96M | 0.06% | −1,979−24.6% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 6,044 | $1.95M | 0.19% | +917+17.9% | Added |
| Lester Murray Antman dba SimplyRich | 6,029 | $1.95M | 0.53% | −132−2.1% | Reduced |
| Earnest Partners LLC | 6,007 | $1.94M | 0.01% | −866−12.6% | Reduced |
| Coldstream Capital Management Inc | 5,974 | $1.93M | 0.03% | +467+8.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,951 | $1.92M | 0.13% | −374−5.9% | Reduced |
| Old National Bancorp | 5,936 | $1.92M | 0.03% | −331−5.3% | Reduced |
| Mangrove Partners | 5,918 | $1.91M | 0.16% | +5,918 | New |
| Vontobel Holding Ltd. | 5,819 | $1.88M | 0.01% | −661−10.2% | Reduced |
| Resources Investment Advisors, LLC. | 5,738 | $1.85M | 0.02% | −1,289−18.3% | Reduced |
| Burney Co | 5,720 | $1.85M | 0.06% | −453−7.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 5,703 | $1.84M | 0.32% | −299−5.0% | Reduced |
| Bull Street Advisors, LLC | 5,684 | $1.84M | 0.86% | −1,217−17.6% | Reduced |
| Coastline Trust Co | 5,634 | $1.82M | 0.20% | −495−8.1% | Reduced |
| Bayesian Capital Management, LP | 5,600 | $1.81M | 0.37% | +5,600 | New |
| Quest Partners LLC | 5,583 | $1.80M | 0.12% | +5,583 | New |
| FSB Premier Wealth Management, Inc. | 5,548 | $1.79M | 0.59% | +1,615+41.1% | Added |
| Vista Investment Management | 5,529 | $1.79M | 0.62% | +856+18.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,522 | $1.78M | 0.04% | −18,025−76.5% | Reduced |