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 |
|---|---|---|---|---|---|
| YHB Investment Advisors, Inc. | 5,470 | $1.77M | 0.13% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5,439 | $1.76M | 0.13% | −98−1.8% | Reduced |
| HRT Financial LP | 5,406 | $1.75M | 0.01% | +5,406 | New |
| D.A. Davidson & Co. | 5,389 | $1.74M | 0.01% | +532+11.0% | Added |
| DB Fitzpatrick & Co, Inc | 5,380 | $1.74M | 1.57% | +1,028+23.6% | Added |
| Summit Trail Advisors, LLC | 5,379 | $1.74M | 0.02% | +638+13.5% | Added |
| Toth Financial Advisory Corp | 5,342 | $1.73M | 0.19% | −1,808−25.3% | Reduced |
| Wetherby Asset Management Inc | 5,312 | $1.72M | 0.07% | −193−3.5% | Reduced |
| Beacon Pointe Advisors, LLC | 5,301 | $1.71M | 0.01% | +1,336+33.7% | Added |
| Greenleaf Trust | 5,251 | $1.70M | 0.02% | −709−11.9% | Reduced |
| Maia Wealth LLC | 5,579 | $1.69M | 0.29% | −992−15.1% | Reduced |
| KCM Investment Advisors LLC | 5,234 | $1.69M | 0.05% | −117−2.2% | Reduced |
| PEAK6 LLC | 5,222 | $1.69M | 0.04% | +2,267+76.7% | Added |
| Eisler Capital Management Ltd. | 5,201 | $1.68M | 0.04% | +3,235+164.5% | Added |
| Legacy Trust | 5,183 | $1.67M | 0.33% | −24−0.5% | Reduced |
| CAPROCK Group, Inc. | 5,140 | $1.64M | 0.04% | +5,140 | New |
| Erste Asset Management GmbH | 5,011 | $1.63M | 0.02% | −8,193−62.0% | Reduced |
| Kempen Capital Management N.V. | 5,040 | $1.63M | 0.01% | −10,517−67.6% | Reduced |
| Power Wealth Management LLC | 5,011 | $1.62M | 0.59% | +974+24.1% | Added |
| GeoWealth Management, LLC | 4,998 | $1.62M | 0.06% | +3,328+199.3% | Added |
| Triglav Skladi, D.O.O. | 4,980 | $1.61M | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,962 | $1.60M | 0.02% | −53−1.1% | Reduced |
| APG Asset Management US Inc. | 4,792 | $1.59M | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 4,922 | $1.59M | 0.00% | −1,874−27.6% | Reduced |
| Fulcrum Asset Management LLP | 4,921 | $1.59M | 0.44% | −2,589−34.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,867 | $1.57M | 0.37% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 4,818 | $1.56M | 0.18% | −7,090−59.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 4,700 | $1.52M | 0.13% | +700+17.5% | Added |
| Edmond de Rothschild Holding S.A. | 4,669 | $1.51M | 0.02% | −1,616−25.7% | Reduced |
| Johnson Investment Counsel Inc | 4,655 | $1.50M | 0.01% | −721−13.4% | Reduced |
| Savant Capital, LLC | 4,637 | $1.50M | 0.01% | −482−9.4% | Reduced |
| Brighton Jones LLC | 4,628 | $1.50M | 0.04% | +1,605+53.1% | Added |
| Intact Investment Management Inc. | 4,610 | $1.49M | 0.05% | +1,110+31.7% | Added |
| Crux Wealth Advisors | 4,572 | $1.48M | 0.59% | +484+11.8% | Added |
| HighPoint Advisor Group LLC | 4,541 | $1.47M | 0.07% | +909+25.0% | Added |
| Capital Group Private Client Services, Inc. | 4,536 | $1.47M | 0.02% | −61,852−93.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 4,510 | $1.46M | 0.10% | +4,510 | New |
| Bragg Financial Advisors, Inc | 4,500 | $1.45M | 0.05% | −31−0.7% | Reduced |
| Polianta Ltd | 4,500 | $1.45M | 0.60% | +4,500 | New |
| Twin City Private Wealth, LLC | 4,478 | $1.45M | 1.13% | −428−8.7% | Reduced |
| Moody National Bank Trust Division | 4,477 | $1.45M | 0.12% | +306+7.3% | Added |
| Cary Street Partners Financial LLC | 4,470 | $1.44M | 0.04% | −3,724−45.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,462 | $1.44M | 0.18% | −2,030−31.3% | Reduced |
| Granite Harbor Advisors, Inc. | 4,443 | $1.44M | 0.60% | +254+6.1% | Added |
| Bartlett & Co. Wealth Management LLC | 4,410 | $1.42M | 0.02% | −149−3.3% | Reduced |
| Clear Harbor Asset Management, LLC | 4,396 | $1.42M | 0.10% | +397+9.9% | Added |
| Jump Financial, LLC | 4,396 | $1.42M | 0.02% | +4,396 | New |
| Bangor Savings Bank | 4,385 | $1.42M | 0.12% | −25−0.6% | Reduced |
| LMCG Investments, LLC | 4,384 | $1.42M | 0.08% | −531−10.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 4,376 | $1.41M | 1.36% | −278−6.0% | Reduced |
| Uncommon Cents Investing LLC | 4,360 | $1.41M | 0.35% | +200+4.8% | Added |
| Oak Associates, Ltd | 4,358 | $1.41M | 0.09% | −475−9.8% | Reduced |
| Lido Advisors, LLC | 4,350 | $1.41M | 0.01% | −917−17.4% | Reduced |
| RSM US Wealth Management LLC | 4,345 | $1.40M | 0.02% | −518−10.7% | Reduced |
| Coastal Bridge Advisors, LLC | 4,330 | $1.40M | 0.11% | −434−9.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,319 | $1.40M | 0.23% | +14+0.3% | Added |
| Fundamentun, LLC | 4,256 | $1.38M | 0.06% | +648+18.0% | Added |
| Cetera Trust Company, N.A | 4,256 | $1.38M | 0.77% | +75+1.8% | Added |
| Meeder Advisory Services, Inc. | 4,221 | $1.36M | 0.06% | −80−1.9% | Reduced |
| Blueshift Asset Management, LLC | 4,150 | $1.34M | 0.41% | +4,150 | New |
| Oxford Asset Management LLP | 4,138 | $1.34M | 0.44% | +4,138 | New |
| Tufton Capital Management | 4,124 | $1.33M | 0.24% | 00.0% | Unchanged |
| First Manhattan Co | 4,112 | $1.33M | 0.00% | −215−5.0% | Reduced |
| Allen Investment Management LLC | 4,098 | $1.32M | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,090 | $1.32M | 0.02% | +1,414+52.8% | Added |
| Bailard, Inc. | 4,085 | $1.32M | 0.03% | +871+27.1% | Added |
| Oak Thistle LLC | 4,078 | $1.32M | 0.20% | +4,078 | New |
| Pensionfund Sabic | 4,050 | $1.31M | 0.36% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,022 | $1.30M | 0.27% | −1,240−23.6% | Reduced |
| Integrated Wealth Concepts LLC | 4,012 | $1.30M | 0.01% | +193+5.1% | Added |
| Wakefield Asset Management LLLP | 4,000 | $1.29M | 0.35% | 00.0% | Unchanged |
| Fore Capital, LLC | 4,000 | $1.29M | 1.64% | +4,000 | New |
| Fiduciary Alliance LLC | 3,954 | $1.28M | 0.09% | −686−14.8% | Reduced |
| Tocqueville Asset Management L.P. | 3,946 | $1.28M | 0.02% | +805+25.6% | Added |
| Cape Investment Advisory, Inc. | 3,928 | $1.27M | 1.25% | −29−0.7% | Reduced |
| AMG National Trust Bank | 3,926 | $1.27M | 0.03% | −20−0.5% | Reduced |
| XTX Topco Ltd | 3,914 | $1.26M | 0.07% | +3,914 | New |
| Smith, Moore & Co. | 3,902 | $1.26M | 0.10% | −22−0.6% | Reduced |
| 44 Wealth Management LLC | 3,866 | $1.25M | 0.42% | +1,028+36.2% | Added |
| Cornercap Investment Counsel Inc | 3,860 | $1.25M | 0.62% | −65−1.7% | Reduced |
| Hutchinson Financial Advisors, INC | 3,854 | $1.25M | 1.22% | +108+2.9% | Added |
| Rehmann Capital Advisory Group | 3,864 | $1.24M | 0.07% | +332+9.4% | Added |
| Gluskin Sheff & Assoc Inc | 3,814 | $1.23M | 0.16% | −183−4.6% | Reduced |
| FRG Family Wealth Advisors LLC | 3,810 | $1.23M | 0.20% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,804 | $1.23M | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,796 | $1.23M | 0.03% | −137−3.5% | Reduced |
| Essex Financial Services, Inc. | 3,767 | $1.22M | 0.07% | −1,328−26.1% | Reduced |
| IMA Wealth, Inc. | 3,760 | $1.21M | 0.12% | +113+3.1% | Added |
| Raiffeisen Bank International AG | 3,798 | $1.21M | 0.02% | +1,971+107.9% | Added |
| Callan Family Office, LLC | 3,736 | $1.21M | 0.04% | −769−17.1% | Reduced |
| Hofer & Associates. Inc | 3,734 | $1.21M | 0.69% | −225−5.7% | Reduced |
| Virtue Capital Management, LLC | 10,114 | $1.20M | 0.26% | +9,319+1,172.2% | Added |
| SG Americas Securities, LLC | 3,712 | $1.20M | 0.00% | −105,403−96.6% | Reduced |
| Apollon Wealth Management, LLC | 3,676 | $1.19M | 0.02% | +255+7.5% | Added |
| Pinnacle Associates Ltd | 3,640 | $1.18M | 0.02% | +188+5.4% | Added |
| We Are One Seven, LLC | 3,635 | $1.17M | 0.03% | +880+31.9% | Added |
| Integrated Advisors Network LLC | 3,630 | $1.17M | 0.05% | +39+1.1% | Added |
| Guardian Partners Inc. | 3,512 | $1.17M | 0.10% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,520 | $1.14M | 0.02% | +5+0.1% | Added |
| Fifth Third Wealth Advisors LLC | 3,508 | $1.13M | 0.04% | −417−10.6% | Reduced |