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 |
|---|---|---|---|---|---|
| Vestor Capital, LLC | 2,346 | $758.0K | 0.05% | −718−23.4% | Reduced |
| denkapparat Operations GmbH | 2,332 | $753.5K | 0.48% | +768+49.1% | Added |
| Signature Estate & Investment Advisors LLC | 2,332 | $753.4K | 0.02% | −312−11.8% | Reduced |
| Michels Family Financial, LLC | 2,306 | $745.0K | 0.58% | +2,306 | New |
| Shelton Capital Management | 2,305 | $744.8K | 0.02% | −43−1.8% | Reduced |
| Signaturefd, LLC | 2,297 | $742.3K | 0.01% | −150−6.1% | Reduced |
| Wedbush Securities Inc | 2,294 | $741.0K | 0.02% | −173−7.0% | Reduced |
| Arkadios Wealth Advisors | 2,282 | $737.2K | 0.02% | −739−24.5% | Reduced |
| Ocean Capital Management, LLC | 2,279 | $736.4K | 0.15% | −46−2.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,277 | $735.9K | 0.05% | −1,889−45.3% | Reduced |
| Numerai GP LLC | 2,272 | $734.1K | 0.10% | +2,272 | New |
| Financial Security Advisor, Inc. | 2,270 | $733.5K | 0.16% | +44+2.0% | Added |
| Abn Amro Investment Solutions | 2,270 | $733.5K | 0.02% | −9,128−80.1% | Reduced |
| Aaron Wealth Advisors | 2,260 | $730.3K | 0.04% | +1,173+107.9% | Added |
| Bedel Financial Consulting, Inc. | 2,251 | $727.3K | 0.09% | +220+10.8% | Added |
| Matisse Capital | 2,250 | $727.0K | 0.33% | −100−4.3% | Reduced |
| J.W. Cole Advisors, Inc. | 2,243 | $724.9K | 0.01% | −214−8.7% | Reduced |
| Great Valley Advisor Group, Inc. | 2,233 | $721.7K | 0.01% | −996−30.8% | Reduced |
| Westpac Banking Corp | 2,220 | $717.3K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,218 | $716.7K | 0.01% | −64−2.8% | Reduced |
| Twin Capital Management Inc | 2,216 | $716.0K | 0.09% | +738+49.9% | Added |
| Cigna Investments Inc | 2,214 | $716.0K | 0.10% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,212 | $714.7K | 0.01% | +332+17.7% | Added |
| Roberts Glore & Co Inc | 2,195 | $709.2K | 0.19% | −614−21.9% | Reduced |
| Souders Financial Advisors | 2,195 | $709.1K | 0.08% | −339−13.4% | Reduced |
| Fullcircle Wealth LLC | 2,217 | $702.0K | 0.25% | +3+0.1% | Added |
| Apella Capital, LLC | 1,983 | $690.4K | 0.02% | +59+3.1% | Added |
| Checchi Capital Advisers, LLC | 2,122 | $685.7K | 0.05% | −809−27.6% | Reduced |
| Chiron Capital Management, LLC | 2,102 | $679.2K | 0.58% | +2,102 | New |
| Gsa Capital Partners LLP | 2,083 | $673.0K | 0.06% | +919+79.0% | Added |
| Pinnacle Financial Partners Inc | 2,080 | $672.1K | 0.02% | −847−28.9% | Reduced |
| Machina Capital S.A.S. | 2,079 | $671.8K | 0.12% | +2,079 | New |
| Longfellow Investment Management Co LLC | 2,076 | $670.8K | 0.16% | +968+87.4% | Added |
| EverSource Wealth Advisors, LLC | 2,064 | $667.0K | 0.03% | −397−16.1% | Reduced |
| Howard Capital Management Inc. | 2,063 | $666.6K | 0.01% | +404+24.4% | Added |
| Umb Bank N A | 2,060 | $665.6K | 0.01% | −171−7.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,052 | $663.0K | 0.02% | −81−3.8% | Reduced |
| Tempus Wealth Planning, LLC | 2,049 | $662.1K | 0.15% | +2,049 | New |
| Brookstone Capital Management | 2,040 | $659.3K | 0.01% | −8,259−80.2% | Reduced |
| Regions Financial Corp | 2,026 | $654.6K | 0.00% | −439−17.8% | Reduced |
| Generali Investments, Management Co LLC | 2,022 | $653.3K | 0.14% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,014 | $650.8K | 0.05% | +1,133+128.6% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $646.2K | 0.07% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $646.2K | 0.27% | 00.0% | Unchanged |
| LM Advisors LLC | 2,000 | $646.0K | 0.09% | +1,000+100.0% | Added |
| Retirement Guys Formula LLC | 1,984 | $640.9K | 0.23% | −2,220−52.8% | Reduced |
| Modern Wealth Management, LLC | 1,979 | $639.3K | 0.01% | +42+2.2% | Added |
| Kennedy Capital Management, Inc. | 1,978 | $639.1K | 0.01% | −460−18.9% | Reduced |
| LOM Asset Management Ltd | 1,971 | $637.0K | 0.19% | −25−1.3% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,969 | $636.2K | 0.37% | −158−7.4% | Reduced |
| Caisse des Depots Et Consignations | 1,967 | $635.6K | 0.03% | −518−20.8% | Reduced |
| Sumitomo Life Insurance Co | 1,967 | $635.6K | 0.02% | −80−3.9% | Reduced |
| Barden Capital Management, Inc. | 1,956 | $632.0K | 0.53% | −224−10.3% | Reduced |
| Perennial Investment Advisors, LLC | 1,953 | $630.9K | 0.05% | +1,309+203.3% | Added |
| Keystone Financial Services | 1,933 | $624.5K | 0.19% | +194+11.2% | Added |
| Novem Group | 1,918 | $620.0K | 0.07% | +175+10.0% | Added |
| Nilsine Partners, LLC | 1,918 | $619.8K | 0.06% | +29+1.5% | Added |
| Terry L. Blaker | 1,914 | $618.5K | 0.02% | 00.0% | Unchanged |
| Stonegate Management LLC | 1,910 | $617.2K | 0.41% | +1,910 | New |
| Bridgefront Capital, LLC | 1,905 | $615.5K | 0.18% | +1,905 | New |
| Sanders Morris Harris LLC | 1,900 | $613.9K | 0.08% | +1,900 | New |
| Versor Investments LP | 1,897 | $613.0K | 0.11% | −3,500−64.9% | Reduced |
| Octavia Wealth Advisors, LLC | 1,896 | $612.8K | 0.06% | +927+95.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,896 | $612.6K | 0.02% | −31,640−94.3% | Reduced |
| Frisch Financial Group, Inc. | 1,881 | $607.7K | 0.14% | +10+0.5% | Added |
| Taylor Financial Group, Inc. | 1,865 | $602.6K | 0.35% | 00.0% | Unchanged |
| Axq Capital, LP | 1,860 | $601.0K | 0.23% | +1,860 | New |
| Garde Capital, Inc. | 1,850 | $597.8K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,848 | $597.2K | 0.01% | +28+1.5% | Added |
| Sage Mountain Advisors LLC | 1,848 | $597.1K | 0.03% | +285+18.2% | Added |
| Fortress Private Ledger, LLC | 1,844 | $595.9K | 0.22% | +381+26.0% | Added |
| PDS Planning, Inc | 1,836 | $593.2K | 0.04% | −587−24.2% | Reduced |
| Canandaigua National Bank & Trust Co | 1,834 | $592.6K | 0.05% | +1,834 | New |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $587.8K | 0.00% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 1,810 | $584.8K | 0.21% | +966+114.5% | Added |
| H&H Retirement Design & Management INC | 1,922 | $584.0K | 0.31% | +39+2.1% | Added |
| Tower Research Capital LLC (TRC) | 1,807 | $583.9K | 0.02% | −4,471−71.2% | Reduced |
| Humankind Investments LLC | 1,804 | $582.9K | 0.13% | +455+33.7% | Added |
| Sendero Wealth Management, LLC | 1,800 | $581.6K | 0.07% | −42−2.3% | Reduced |
| VisionPoint Advisory Group, LLC | 1,798 | $581.0K | 0.12% | +418+30.3% | Added |
| Pitcairn Co | 1,787 | $577.4K | 0.05% | −334−15.7% | Reduced |
| Krilogy Financial LLC | 1,814 | $577.1K | 0.02% | +1,814 | New |
| Advisor OS, LLC | 1,772 | $572.6K | 0.05% | +102+6.1% | Added |
| Bryn Mawr Trust Co | 1,771 | $572.2K | 0.01% | −1,768−50.0% | Reduced |
| Joel Isaacson & Co., LLC | 1,765 | $570.3K | 0.02% | +550+45.3% | Added |
| Linden Thomas Advisory Services, LLC | 1,762 | $569.3K | 0.06% | −6−0.3% | Reduced |
| James Investment Research Inc | 1,761 | $569.0K | 0.06% | −119−6.3% | Reduced |
| InvesTrust | 1,759 | $568.4K | 0.21% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,757 | $567.7K | 0.03% | +446+34.0% | Added |
| Pekin Hardy Strauss, Inc. | 1,755 | $567.1K | 0.06% | +1,755 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,753 | $566.4K | 0.04% | −120−6.4% | Reduced |
| Busey Wealth Management | 1,731 | $559.3K | 0.02% | +142+8.9% | Added |
| Austin Private Wealth, LLC | 1,729 | $558.7K | 0.04% | −87−4.8% | Reduced |
| Detalus Advisors, LLC | 1,726 | $557.8K | 0.14% | +31+1.8% | Added |
| Ellevest, Inc. | 1,719 | $555.4K | 0.08% | +129+8.1% | Added |
| MJP Associates Inc | 1,715 | $554.2K | 0.07% | +188+12.3% | Added |
| RFG Advisory, LLC | 1,712 | $553.3K | 0.01% | −162−8.6% | Reduced |
| Northern Financial Advisors Inc | 1,710 | $552.5K | 0.29% | −321−15.8% | Reduced |
| 1st Source Bank | 1,708 | $551.9K | 0.03% | −120−6.6% | Reduced |
| Wedmont Private Capital | 1,540 | $550.7K | 0.02% | +179+13.2% | Added |