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 |
|---|---|---|---|---|---|
| Unique Wealth Strategies, LLC | 3,507 | $1.13M | 0.45% | −1,113−24.1% | Reduced |
| Wealthcare Advisory Partners LLC | 3,499 | $1.13M | 0.02% | +493+16.4% | Added |
| Sapient Capital LLC | 3,509 | $1.12M | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,470 | $1.12M | 0.03% | −153−4.2% | Reduced |
| Centaurus Financial, Inc. | 3,416 | $1.10M | 0.05% | +1,349+65.3% | Added |
| Citizens Financial Group Inc | 3,414 | $1.10M | 0.02% | +1,997+140.9% | Added |
| Cidel Asset Management Inc | 3,394 | $1.10M | 0.06% | +523+18.2% | Added |
| Intrust Bank NA | 3,378 | $1.09M | 0.09% | −870−20.5% | Reduced |
| Ascent Group, LLC | 3,376 | $1.09M | 0.04% | −1,891−35.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,371 | $1.09M | 0.02% | +1,494+79.6% | Added |
| Boothbay Fund Management, LLC | 3,370 | $1.09M | 0.03% | +3,370 | New |
| Benjamin Edwards Inc | 3,358 | $1.09M | 0.01% | +1,215+56.7% | Added |
| Stock Yards Bank & Trust Co | 3,320 | $1.07M | 0.03% | −616−15.7% | Reduced |
| Greenfield Savings Bank | 3,318 | $1.07M | 0.45% | −906−21.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,135 | $1.06M | 0.17% | −230−6.8% | Reduced |
| Inkwell Capital LLC | 3,279 | $1.06M | 1.08% | −57−1.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,267 | $1.06M | 0.06% | −221−6.3% | Reduced |
| Buckingham Strategic Partners | 3,410 | $1.05M | 0.01% | +2,109+162.1% | Added |
| Fairtree Asset Management (Pty) Ltd | 3,242 | $1.05M | 0.69% | +730+29.1% | Added |
| Clearbridge Investments, LLC | 3,231 | $1.04M | 0.00% | −1,263−28.1% | Reduced |
| Grove Bank & Trust | 3,226 | $1.04M | 0.12% | +63+2.0% | Added |
| Ritter Daniher Financial Advisory LLC | 3,200 | $1.03M | 0.18% | +2,278+247.1% | Added |
| Peoples Bank | 3,197 | $1.03M | 1.03% | −332−9.4% | Reduced |
| Csenge Advisory Group | 3,189 | $1.03M | 0.05% | −282−8.1% | Reduced |
| Plato Investment Management Ltd | 3,209 | $1.03M | 0.07% | −2,018−38.6% | Reduced |
| Todd Asset Management LLC | 3,182 | $1.03M | 0.02% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 3,209 | $1.03M | 0.02% | −3,569−52.7% | Reduced |
| LS Investment Advisors, LLC | 3,150 | $1.02M | 0.14% | +3,150 | New |
| Caption Management, LLC | 3,150 | $1.02M | 0.06% | +3,150 | New |
| Knollwood Investment Advisory, LLC | 3,137 | $1.01M | 0.09% | −27−0.9% | Reduced |
| Ritholtz Wealth Management | 3,134 | $1.01M | 0.02% | +110+3.6% | Added |
| Sentry LLC | 3,125 | $1.01M | 0.25% | −44−1.4% | Reduced |
| Wealth Architects, LLC | 3,090 | $998.4K | 0.09% | −53−1.7% | Reduced |
| Leavell Investment Management, Inc. | 3,086 | $997.2K | 0.04% | −137−4.3% | Reduced |
| Alps Advisors Inc | 3,078 | $994.6K | 0.01% | −747−19.5% | Reduced |
| TD Private Client Wealth LLC | 3,053 | $986.5K | 0.02% | −495−14.0% | Reduced |
| DSG Capital Advisors, LLC | 3,037 | $981.3K | 0.16% | −982−24.4% | Reduced |
| Acropolis Investment Management, LLC | 2,503 | $973.5K | 0.05% | +186+8.0% | Added |
| China Universal Asset Management Co., Ltd. | 3,000 | $969.4K | 0.08% | −600−16.7% | Reduced |
| Investment House LLC | 3,000 | $969.4K | 0.05% | +3,000 | New |
| Forum Financial Management, LP | 2,971 | $960.0K | 0.01% | +33+1.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,967 | $958.7K | 0.03% | +675+29.5% | Added |
| Applied Finance Capital Management, LLC | 2,964 | $957.7K | 0.07% | +208+7.5% | Added |
| Catalytic Wealth RIA, LLC | 2,964 | $957.7K | 0.03% | +329+12.5% | Added |
| Commerzbank Aktiengesellschaft | 2,960 | $957.0K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,945 | $951.7K | 0.02% | −562−16.0% | Reduced |
| Pallas Capital Advisors LLC | 2,943 | $951.1K | 0.03% | +2,343+390.5% | Added |
| DGS Capital Management, LLC | 2,935 | $948.3K | 0.17% | −741−20.2% | Reduced |
| Allworth Financial LP | 2,909 | $939.9K | 0.00% | −219−7.0% | Reduced |
| Profund Advisors LLC | 2,903 | $938.0K | 0.03% | +19+0.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,901 | $937.3K | 0.10% | +83+2.9% | Added |
| CSS LLC | 2,900 | $937.0K | 0.06% | +170+6.2% | Added |
| Old Point Trust & Financial Services N A | 2,887 | $932.8K | 0.30% | +1,180+69.1% | Added |
| Mission Wealth Management, LP | 2,876 | $929.2K | 0.02% | −405−12.3% | Reduced |
| Stratos Wealth Partners, LTD. | 2,865 | $926.0K | 0.01% | +846+41.9% | Added |
| Leonteq Securities AG | 2,863 | $925.1K | 0.05% | +2,150+301.5% | Added |
| Institute for Wealth Management, LLC. | 2,831 | $914.8K | 0.10% | −24−0.8% | Reduced |
| Cypress Advisory Group LLC | 2,830 | $914.4K | 0.68% | −659−18.9% | Reduced |
| Summit Financial, LLC | 2,828 | $913.7K | 0.01% | +2,828 | New |
| Flputnam Investment Management Co | 2,821 | $911.6K | 0.01% | −308−9.8% | Reduced |
| Empower Advisory Group, LLC | 2,802 | $905.4K | 0.00% | −100−3.4% | Reduced |
| Heritage Wealth Advisors | 2,793 | $902.5K | 0.04% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,791 | $901.8K | 0.06% | −809−22.5% | Reduced |
| Quadrant Capital Group LLC | 2,777 | $897.3K | 0.03% | +8+0.3% | Added |
| Intellectus Partners, LLC | 2,751 | $888.8K | 0.17% | −910−24.9% | Reduced |
| Journey Strategic Wealth LLC | 2,739 | $885.0K | 0.02% | +450+19.7% | Added |
| Robertson Stephens Wealth Management, LLC | 2,726 | $880.8K | 0.03% | −150−5.2% | Reduced |
| Polymer Capital Management (US) LLC | 2,702 | $873.1K | 0.12% | +2,084+337.2% | Added |
| Pure Financial Advisors, Inc. | 2,698 | $871.7K | 0.01% | −51−1.9% | Reduced |
| Tweedy, Browne Co LLC | 2,696 | $871.1K | 0.08% | +2,696 | New |
| Trust Asset Management LLC | 2,690 | $869.2K | 0.06% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,684 | $867.3K | 0.01% | −815−23.3% | Reduced |
| Golden State Equity Partners | 2,676 | $864.7K | 0.15% | +1,450+118.3% | Added |
| Money Concepts Capital Corp | 2,669 | $862.5K | 0.05% | +189+7.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,662 | $860.1K | 0.08% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,660 | $859.5K | 0.05% | −285−9.7% | Reduced |
| Asset Dedication, LLC | 2,646 | $855.0K | 0.06% | −2−0.1% | Reduced |
| Searle & Co. | 2,606 | $842.1K | 0.22% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $840.1K | 0.06% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,200 | $839.0K | 0.11% | −61−2.7% | Reduced |
| AE Wealth Management LLC | 2,590 | $837.0K | 0.01% | −418−13.9% | Reduced |
| 111 Capital | 2,537 | $819.8K | 0.16% | +2,537 | New |
| NorthRock Partners, LLC | 2,510 | $811.0K | 0.01% | +293+13.2% | Added |
| Principle Wealth Partners LLC | 2,499 | $807.5K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 2,478 | $800.7K | 0.01% | −3,044−55.1% | Reduced |
| Legacy Financial Advisors, Inc. | 2,476 | $800.0K | 0.11% | +203+8.9% | Added |
| Smartleaf Asset Management LLC | 2,492 | $796.7K | 0.05% | +478+23.7% | Added |
| Syon Capital LLC | 2,445 | $790.1K | 0.04% | −1,723−41.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,442 | $789.1K | 0.04% | +51+2.1% | Added |
| Smithbridge Asset Management Inc | 2,441 | $788.7K | 0.11% | 00.0% | Unchanged |
| Axecap Investments, LLC | 2,425 | $783.6K | 0.48% | −100−4.0% | Reduced |
| Insight Inv LLC | 2,424 | $783.2K | 0.46% | −144−5.6% | Reduced |
| Fiduciary Trust Co | 2,421 | $782.2K | 0.01% | +63+2.7% | Added |
| Mutual Advisors, LLC | 2,258 | $781.9K | 0.02% | −112−4.7% | Reduced |
| Chicago Capital, LLC | 2,419 | $781.6K | 0.02% | +230+10.5% | Added |
| Snowden Capital Advisors LLC | 2,409 | $778.5K | 0.02% | −447−15.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,408 | $778.1K | 0.06% | −1,811−42.9% | Reduced |
| Barlow Wealth Partners, Inc. | 2,209 | $762.6K | 0.08% | −17,461−88.8% | Reduced |
| Trueblood Wealth Management, LLC | 2,356 | $761.4K | 0.30% | −7−0.3% | Reduced |
| Convergence Financial, LLC | 2,347 | $758.4K | 0.11% | +413+21.4% | Added |