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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 3,906 | $1.37M | 0.05% | +102+2.7% | Added |
| Tocqueville Asset Management L.P. | 3,946 | $1.38M | 0.02% | 00.0% | Unchanged |
| AMG National Trust Bank | 3,952 | $1.39M | 0.03% | +26+0.7% | Added |
| GAMMA Investing LLC | 3,964 | $1.39M | 0.07% | +1,304+49.0% | Added |
| Benjamin Edwards Inc | 3,976 | $1.39M | 0.02% | +618+18.4% | Added |
| Summit Trail Advisors, LLC | 3,979 | $1.39M | 0.02% | −1,400−26.0% | Reduced |
| TD Private Client Wealth LLC | 3,979 | $1.39M | 0.03% | +926+30.3% | Added |
| Wakefield Asset Management LLLP | 4,000 | $1.40M | 0.38% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4,030 | $1.41M | 0.43% | +102+2.6% | Added |
| Main Street Financial Solutions, LLC | 4,032 | $1.41M | 0.11% | −6,588−62.0% | Reduced |
| Pensionfund Sabic | 4,050 | $1.42M | 0.39% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,072 | $1.43M | 0.34% | −795−16.3% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 4,100 | $1.43M | 0.08% | +4,100 | New |
| Solidarilty Wealth, LLC | 4,087 | $1.43M | 0.29% | +4,087 | New |
| Meeder Advisory Services, Inc. | 4,094 | $1.44M | 0.06% | −127−3.0% | Reduced |
| River Wealth Advisors LLC | 4,095 | $1.44M | 0.16% | −723−15.0% | Reduced |
| Allen Investment Management LLC | 4,098 | $1.44M | 0.02% | 00.0% | Unchanged |
| Tufton Capital Management | 4,124 | $1.45M | 0.25% | 00.0% | Unchanged |
| Intrust Bank NA | 4,159 | $1.46M | 0.12% | +781+23.1% | Added |
| Skopos Labs, Inc. | 4,250 | $1.48M | 0.07% | +2,050+93.2% | Added |
| Oak Associates, Ltd | 4,264 | $1.49M | 0.09% | −94−2.2% | Reduced |
| Coastal Bridge Advisors, LLC | 4,293 | $1.50M | 0.11% | −37−0.9% | Reduced |
| 44 Wealth Management LLC | 4,299 | $1.51M | 0.51% | +433+11.2% | Added |
| LMCG Investments, LLC | 4,326 | $1.52M | 0.09% | −58−1.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 4,345 | $1.52M | 0.11% | −165−3.7% | Reduced |
| GeoWealth Management, LLC | 4,345 | $1.52M | 0.06% | −653−13.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 4,358 | $1.53M | 1.36% | −1,022−19.0% | Reduced |
| Burney Co | 4,391 | $1.54M | 0.05% | −1,329−23.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,410 | $1.55M | 0.02% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4,438 | $1.56M | 0.24% | +119+2.8% | Added |
| FSB Premier Wealth Management, Inc. | 4,460 | $1.56M | 0.50% | −1,088−19.6% | Reduced |
| Wealthedge Investment Advisors, LLC | 4,493 | $1.58M | 0.58% | −3,946−46.8% | Reduced |
| Polianta Ltd | 4,500 | $1.58M | 0.21% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 4,500 | $1.58M | 0.05% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 4,515 | $1.58M | 0.38% | +155+3.6% | Added |
| Advisory Services Network, LLC | 4,515 | $1.58M | 0.02% | −1,912−29.7% | Reduced |
| Lido Advisors, LLC | 4,860 | $1.58M | 0.01% | +510+11.7% | Added |
| Vestmark Advisory Solutions, Inc. | 4,528 | $1.59M | 0.02% | +1,157+34.3% | Added |
| Johnson Investment Counsel Inc | 4,548 | $1.59M | 0.01% | −107−2.3% | Reduced |
| Crux Wealth Advisors | 4,555 | $1.60M | 0.59% | −17−0.4% | Reduced |
| Triglav Skladi, D.O.O. | 4,580 | $1.61M | 0.10% | −400−8.0% | Reduced |
| Bailard, Inc. | 4,717 | $1.65M | 0.04% | +632+15.5% | Added |
| Maia Wealth LLC | 4,926 | $1.66M | 0.28% | −653−11.7% | Reduced |
| Howard Capital Management Inc. | 4,727 | $1.66M | 0.02% | +2,664+129.1% | Added |
| Global Retirement Partners, LLC | 4,728 | $1.66M | 0.03% | +932+24.6% | Added |
| Center for Wealth Management Advisory | 4,739 | $1.66M | 1.22% | +4,739 | New |
| Fulcrum Asset Management LLP | 4,780 | $1.67M | 0.46% | −141−2.9% | Reduced |
| Twin City Private Wealth, LLC | 4,767 | $1.67M | 1.26% | +289+6.5% | Added |
| Ronald Blue Trust, Inc. | 4,830 | $1.69M | 0.02% | −132−2.7% | Reduced |
| Granite Harbor Advisors, Inc. | 4,844 | $1.70M | 0.72% | +401+9.0% | Added |
| TCW Group Inc | 4,870 | $1.71M | 0.01% | +4,870 | New |
| Savant Capital, LLC | 4,886 | $1.71M | 0.01% | +249+5.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 4,908 | $1.72M | 0.22% | +4,908 | New |
| Prelude Capital Management, LLC | 4,918 | $1.72M | 0.13% | +4,918 | New |
| Integrated Advisors Network LLC | 4,955 | $1.74M | 0.08% | +1,325+36.5% | Added |
| Greenleaf Trust | 5,007 | $1.76M | 0.02% | −244−4.6% | Reduced |
| Blair William & Co | 5,029 | $1.76M | 0.00% | −1,158−18.7% | Reduced |
| Keudell/Morrison Wealth Management | 5,033 | $1.76M | 0.37% | +5,033 | New |
| Weaver C. Barksdale & Associates, Inc. | 5,133 | $1.80M | 1.89% | +757+17.3% | Added |
| Jackson Hole Capital Partners, LLC | 5,134 | $1.80M | 0.31% | −569−10.0% | Reduced |
| KCM Investment Advisors LLC | 5,135 | $1.80M | 0.06% | −99−1.9% | Reduced |
| Ninety One North America, Inc. | 5,137 | $1.80M | 0.07% | +5,137 | New |
| Legacy Trust | 5,183 | $1.82M | 0.34% | 00.0% | Unchanged |
| Ossiam | 5,186 | $1.82M | 0.04% | −4,455−46.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,227 | $1.83M | 0.04% | +3,420+189.3% | Added |
| Stonebridge Capital Advisors LLC | 5,244 | $1.84M | 0.13% | −195−3.6% | Reduced |
| Everence Capital Management Inc | 5,284 | $1.85M | 0.11% | −1,138−17.7% | Reduced |
| J. Safra Sarasin Holding AG | 5,285 | $1.85M | 0.03% | −9,116−63.3% | Reduced |
| EP Wealth Advisors, LLC | 5,335 | $1.87M | 0.01% | +5,335 | New |
| Callan Family Office, LLC | 5,337 | $1.87M | 0.04% | +1,601+42.9% | Added |
| YHB Investment Advisors, Inc. | 5,347 | $1.87M | 0.13% | −123−2.2% | Reduced |
| Toth Financial Advisory Corp | 5,388 | $1.89M | 0.21% | +46+0.9% | Added |
| Palouse Capital Management, Inc. | 5,396 | $1.89M | 1.21% | −696−11.4% | Reduced |
| Castleview Partners, LLC | 5,406 | $1.90M | 0.94% | −1,237−18.6% | Reduced |
| RSM US Wealth Management LLC | 5,452 | $1.90M | 0.02% | +1,107+25.5% | Added |
| Commerzbank Aktiengesellschaft | 5,431 | $1.90M | 0.04% | +2,471+83.5% | Added |
| Coastline Trust Co | 5,436 | $1.91M | 0.18% | −198−3.5% | Reduced |
| Power Wealth Management LLC | 5,454 | $1.91M | 0.67% | +443+8.8% | Added |
| Vista Investment Management | 5,469 | $1.92M | 0.63% | −60−1.1% | Reduced |
| HighPoint Advisor Group LLC | 5,502 | $1.93M | 0.04% | +961+21.2% | Added |
| Earnest Partners LLC | 5,549 | $1.95M | 0.01% | −458−7.6% | Reduced |
| D.A. Davidson & Co. | 5,620 | $1.97M | 0.01% | +231+4.3% | Added |
| Bull Street Advisors, LLC | 5,684 | $1.99M | 0.93% | 00.0% | Unchanged |
| Huntington National Bank | 5,816 | $2.04M | 0.01% | −1,288−18.1% | Reduced |
| Beacon Pointe Advisors, LLC | 5,842 | $2.05M | 0.01% | +541+10.2% | Added |
| Coldstream Capital Management Inc | 5,883 | $2.06M | 0.03% | −91−1.5% | Reduced |
| Fort Washington Investment Advisors Inc | 5,887 | $2.06M | 0.01% | −281−4.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,951 | $2.09M | 0.13% | 00.0% | Unchanged |
| Lighthouse Financial Services Inc | 5,980 | $2.10M | 0.48% | +5,980 | New |
| Old National Bancorp | 5,983 | $2.10M | 0.03% | +47+0.8% | Added |
| MUFG Securities Americas Inc. | 5,987 | $2.10M | 0.13% | −86−1.4% | Reduced |
| Shay Capital LLC | 6,000 | $2.10M | 0.34% | −10,250−63.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,004 | $2.10M | 0.10% | +3,562+145.9% | Added |
| Resources Investment Advisors, LLC. | 6,025 | $2.11M | 0.02% | +287+5.0% | Added |
| Lester Murray Antman dba SimplyRich | 6,029 | $2.11M | 0.55% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,043 | $2.12M | 0.08% | −4,761−44.1% | Reduced |
| Paralel Advisors LLC | 6,150 | $2.16M | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 6,170 | $2.16M | 0.07% | +115+1.9% | Added |
| Blume Capital Management, Inc. | 6,185 | $2.17M | 0.40% | +40+0.7% | Added |
| SRS Capital Advisors, Inc. | 6,401 | $2.19M | 0.06% | −10,806−62.8% | Reduced |