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Livermore
ZHEN

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, Q4 2025

Institutional positions in Elevance Health, Inc. as of Dec 31, 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
1,557
+73 vs. Q3 2025
Shares held
202.2M
+6.52M (+3.3%) vs. Q3 2025
Total value
$71.0B
+$7.74B (+12.2%) vs. Q3 2025
New holders
224
502 more added
Sold out
151
611 more reduced

28 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,557 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ4 2025: $71.0B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2025.

Institutions holding ELV in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Three Bearings Fiduciary Advisors, Inc.1$3460.00%+1New
Arcadia Investment Management Corp1$3510.00%−99−99.0%Reduced
Cherry Tree Wealth Management, LLC1$3510.00%−13−92.9%Reduced
Rakuten Securities, Inc.1$3510.00%−12−92.3%Reduced
Evolution Wealth Management Inc.1$3510.00%00.0%Unchanged
Frazier Financial Advisors, LLC1$3610.00%00.0%Unchanged
Investors Portfolio Services LLC2$5950.00%+2New
Meramec Financial Planners, LLC2$6780.00%+2New
E Fund Management (Hong Kong) Co., Ltd.2$6840.00%00.0%Unchanged
Picton Mahoney Asset Management2$7010.00%00.0%Unchanged
Sofos Investments, Inc.2$7010.00%00.0%Unchanged
Signature Resources Capital Management, LLC2$7010.00%+2New
Breakwater Investment Management2$7020.00%00.0%Unchanged
Seneschal Advisors, LLC2$7020.00%+1+100.0%Added
NorthAvenue LLC2$7020.00%+2New
SOA Wealth Advisors, LLC.2$7450.00%00.0%Unchanged
Turning Point Benefit Group, Inc.3$1.05K0.00%+3New
Retirement Wealth Solutions LLC3$1.05K0.00%00.0%Unchanged
Westside Investment Management, Inc.3$1.05K0.00%+3New
Lodestone Wealth Management LLC3$1.05K0.00%+3New
Financial Network Wealth Advisors LLC4$1.40K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC4$1.40K0.00%00.0%Unchanged
Nemes Rush Group LLC4$1.40K0.00%+4New
Quaker Wealth Management, LLC4$1.40K0.00%00.0%Unchanged
TFC Financial Management4$1.40K0.00%+1+33.3%Added
Ameriflex Group, Inc.5$1.75K0.00%−3−37.5%Reduced
DecisionPoint Financial, LLC5$1.75K0.00%00.0%Unchanged
JNBA Financial Advisors5$1.75K0.00%00.0%Unchanged
Raelipskie Partnership5$1.75K0.00%00.0%Unchanged
LM Advisors LLC679$1.94K0.04%−1,321−66.1%Reduced
WestEnd Advisors, LLC6$2.10K0.00%−1−14.3%Reduced
PayPay Securities Corp6$2.10K0.06%+1+20.0%Added
American Capital Advisory, LLC6$2.10K0.00%+1+20.0%Added
Fairscale Capital, LLC7$2.45K0.00%−58−89.2%Reduced
Caldwell Sutter Capital, Inc.7$2.45K0.00%00.0%Unchanged
Hoey Investments, Inc7$2.45K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$2.45K0.00%00.0%Unchanged
NVWM, LLC7$2.45K0.00%+1+16.7%Added
Dunhill Financial, LLC7$2.46K0.00%+2+40.0%Added
Strengthening Families & Communities, LLC7$2.46K0.00%+2+40.0%Added
IMG Wealth Management, Inc.8$2.80K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$2.80K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC8$2.80K0.00%+8New
Benson Wealth Management INC8$2.80K0.00%+8New
South Plains Financial, Inc.9$3.15K0.00%00.0%Unchanged
Sunbelt Securities, Inc.9$3.15K0.00%−4−30.8%Reduced
Carolina Wealth Advisors, LLC9$3.15K0.00%00.0%Unchanged
Sunrise Financial Services, LLC9$3.15K0.00%+9New
Winnow Wealth LLC9$3.16K0.00%+7+350.0%Added
Bare Financial Services, Inc10$3.51K0.00%−9−47.4%Reduced
Wealth Watch Advisors, INC10$3.51K0.00%+5+100.0%Added
1015 Capital Partners, LLC10$3.51K0.00%+10New
Valued Wealth Advisors LLC10$3.55K0.00%+6+150.0%Added
SHP Wealth Management11$3.82K0.00%+11New
Clark Wealth Partners11$3.86K0.00%00.0%Unchanged
CNB Bank11$3.86K0.00%00.0%Unchanged
Triumph Capital Management11$3.90K0.00%+11New
CoreFirst Bank & Trust12$4.21K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd12$4.21K0.00%00.0%Unchanged
Luken Investment Analytics, LLC12$4.21K0.00%+12New
Rocky Mountain Advisers, LLC12$4.29K0.00%+12New
Fortis Group Advisors, LLC13$4.56K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC13$4.56K0.00%00.0%Unchanged
Clayton Financial Group LLC13$4.56K0.00%+13New
PFS Partners, LLC13$4.61K0.00%00.0%Unchanged
Hollencrest Capital Management14$4.91K0.00%00.0%Unchanged
Hughes Financial Services, LLC14$4.91K0.00%+1+7.7%Added
Bay Harbor Wealth Management, LLC15$5.26K0.00%+13+650.0%Added
Estate Planners Group, LLC15$5.26K0.00%+15New
Wolff Wiese Magana LLC15$5.26K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC16$5.61K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC16$5.61K0.00%+3+23.1%Added
Legacy Wealth Managment, LLC16$5.61K0.00%+14+700.0%Added
Penserra Capital Management LLC18$6.00K0.00%00.0%Unchanged
Sankala Group LLC19$6.08K0.00%+19New
Stone House Investment Management, LLC18$6.31K0.00%+2+12.5%Added
High Note Wealth, LLC19$6.66K0.00%−10−34.5%Reduced
United Financial Planning Group LLC19$6.66K0.00%+19New
ZRC Wealth Management, LLC19$6.67K0.00%+7+58.3%Added
IFC & Insurance Marketing, Inc.20$7.00K0.01%+20New
Quarry LP20$7.01K0.00%−173−89.6%Reduced
Bank of New Hampshire20$7.01K0.00%00.0%Unchanged
Joseph Group Capital Management20$7.01K0.00%+20New
Redwood Park Advisors LLC20$7.12K0.00%00.0%Unchanged
Alerus Financial NA22$7.71K0.00%−39−63.9%Reduced
First United Bank Trust22$7.71K0.00%00.0%Unchanged
Orion Capital Management LLC23$8.06K0.00%00.0%Unchanged
Aspect Partners, LLC23$8.06K0.00%+3+15.0%Added
Crewe Advisors LLC24$8.41K0.00%+2+9.1%Added
BFSG, LLC25$8.76K0.00%−25−50.0%Reduced
CDKV Holdings LLC25$8.76K0.01%+25New
Aventura Private Wealth, LLC26$9.11K0.00%−17−39.5%Reduced
Highline Wealth Partners LLC26$9.15K0.00%−5−16.1%Reduced
Caitlin John, LLC27$9.46K0.01%00.0%Unchanged
Atomic Invest LLC28$9.64K0.01%+28New
PMV Capital Advisers, LLC28$9.85K0.02%+28New
Tompkins Financial Corp29$10.2K0.00%00.0%Unchanged
Prosperity Bancshares Inc29$10.2K0.01%+29New
Tucker Asset Management LLC29$10.2K0.00%+29New
Cornerstone Financial Management LLC29$10.2K0.01%+29New