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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 11,837 | $4.15M | 0.03% | −3,524−22.9% | Reduced |
| JB Capital LLC | 11,850 | $4.15M | 0.17% | −255−2.1% | Reduced |
| Verdence Capital Advisors LLC | 11,881 | $4.16M | 0.25% | −8,868−42.7% | Reduced |
| GAM Holding AG | 11,893 | $4.17M | 0.27% | −513−4.1% | Reduced |
| Ally Financial Inc. | 12,000 | $4.21M | 0.51% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 12,005 | $4.21M | 0.57% | −2,000−14.3% | Reduced |
| Sherman Porfolios, LLC | 12,035 | $4.22M | 0.29% | +12,035 | New |
| Northwest & Ethical Investments L.P. | 12,074 | $4.23M | 0.10% | −5,779−32.4% | Reduced |
| Gabelli Funds LLC | 12,200 | $4.28M | 0.03% | −15,800−56.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,236 | $4.29M | 0.02% | +2,166+21.5% | Added |
| AustralianSuper Pty Ltd | 12,276 | $4.30M | 0.02% | −1,364−10.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,284 | $4.31M | 0.88% | −687−5.3% | Reduced |
| CenterBook Partners LP | 12,323 | $4.32M | 0.21% | +245+2.0% | Added |
| Pinkerton Retirement Specialists, LLC | 12,620 | $4.42M | 0.45% | +1,176+10.3% | Added |
| Prana Capital Management, LP | 12,711 | $4.46M | 0.16% | −38,922−75.4% | Reduced |
| Kestra Advisory Services, LLC | 12,764 | $4.47M | 0.02% | +1,190+10.3% | Added |
| Hartford Investment Management Co | 12,849 | $4.50M | 0.13% | −348−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,724 | $4.51M | 0.01% | −7,642−37.5% | Reduced |
| Mediolanum International Funds Ltd | 12,963 | $4.52M | 0.05% | +5,851+82.3% | Added |
| Mitchell Capital Management Co | 12,916 | $4.53M | 0.81% | +12,916 | New |
| Dana Investment Advisors, Inc. | 13,290 | $4.66M | 0.14% | −1,048−7.3% | Reduced |
| Employees Retirement System of Texas | 13,744 | $4.82M | 0.04% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 13,784 | $4.83M | 0.44% | +524+4.0% | Added |
| Kentucky Retirement Systems | 14,198 | $4.98M | 0.13% | 00.0% | Unchanged |
| Norinchukin Bank, The | 14,263 | $5.00M | 0.06% | +829+6.2% | Added |
| Hohimer Wealth Management, LLC | 14,279 | $5.01M | 0.67% | −40−0.3% | Reduced |
| Acumen Wealth Advisors, LLC | 14,292 | $5.01M | 1.44% | +14,292 | New |
| Immersion Capital LLP | 14,400 | $5.05M | 7.30% | +4,300+42.6% | Added |
| Berger Financial Group, Inc | 14,499 | $5.08M | 0.29% | −258−1.7% | Reduced |
| Spears Abacus Advisors LLC | 14,673 | $5.14M | 0.10% | −594−3.9% | Reduced |
| Johnson Financial Group, Inc. | 14,727 | $5.16M | 0.19% | +2,640+21.8% | Added |
| Ci Investments Inc. | 14,829 | $5.20M | 0.02% | −1,430−8.8% | Reduced |
| Chemistry Wealth Management LLC | 14,940 | $5.24M | 0.98% | +23+0.2% | Added |
| Te Ahumairangi Investment Management Ltd | 14,954 | $5.24M | 0.94% | −2,050−12.1% | Reduced |
| LGT Fund Management Co Ltd. | 15,064 | $5.25M | 0.42% | 00.0% | Unchanged |
| Rhenman & Partners Asset Management AB | 15,000 | $5.26M | 0.49% | −7,500−33.3% | Reduced |
| Robertson Opportunity Capital, LLC | 15,300 | $5.36M | 1.95% | 00.0% | Unchanged |
| Allianz SE | 15,535 | $5.45M | 0.07% | +1,678+12.1% | Added |
| Mizuho Securities USA LLC | 16,182 | $5.47M | 0.09% | −218−1.3% | Reduced |
| GWM Advisors LLC | 15,621 | $5.48M | 0.02% | +397+2.6% | Added |
| Argent Trust Co | 15,794 | $5.54M | 0.19% | +407+2.6% | Added |
| Great Lakes Advisors, LLC | 15,845 | $5.55M | 0.05% | −218−1.4% | Reduced |
| Timelo Investment Management Inc. | 16,000 | $5.61M | 5.95% | +2,000+14.3% | Added |
| Madison Asset Management, LLC | 16,054 | $5.63M | 0.06% | −546−3.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 16,598 | $5.82M | 1.35% | −3,983−19.4% | Reduced |
| Avanza Fonder AB | 16,598 | $5.82M | 0.15% | 00.0% | Unchanged |
| Horizon Investments, LLC | 16,660 | $5.84M | 0.07% | +1,145+7.4% | Added |
| Boston Private Wealth LLC | 16,700 | $5.85M | 0.35% | −49−0.3% | Reduced |
| Allstate Corp | 16,837 | $5.90M | 0.08% | +8,445+100.6% | Added |
| Beverly Hills Private Wealth, LLC | 16,877 | $5.92M | 1.01% | −1,469−8.0% | Reduced |
| Exome Asset Management LLC | 17,191 | $6.03M | 2.98% | +17,191 | New |
| Alberta Investment Management Corp | 17,200 | $6.03M | 0.04% | +6,700+63.8% | Added |
| Prudential PLC | 17,274 | $6.06M | 0.05% | −2,888−14.3% | Reduced |
| Atria Investments LLC | 17,313 | $6.07M | 0.07% | −1,360−7.3% | Reduced |
| Generate Investment Management Ltd | 17,500 | $6.13M | 0.28% | −117,500−87.0% | Reduced |
| Evergreen Wealth Management, LLC | 17,664 | $6.19M | 3.12% | +381+2.2% | Added |
| LMR Partners LLP | 17,887 | $6.27M | 0.06% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 18,159 | $6.37M | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 18,309 | $6.42M | 0.01% | −1,586−8.0% | Reduced |
| First Manhattan Co | 18,317 | $6.42M | 0.02% | +14,205+345.5% | Added |
| Balyasny Asset Management LLC | 18,368 | $6.44M | 0.01% | +9,665+111.1% | Added |
| Advisory Resource Group | 18,464 | $6.47M | 1.14% | −464−2.5% | Reduced |
| Sienna Gestion | 18,686 | $6.49M | 0.39% | +1,976+11.8% | Added |
| Cullen/Frost Bankers, Inc. | 18,535 | $6.50M | 0.07% | −1,971−9.6% | Reduced |
| Generali Asset Management SPA SGR | 18,635 | $6.53M | 0.13% | +676+3.8% | Added |
| Timber Creek Capital Management LLC | 18,716 | $6.56M | 1.52% | +2,064+12.4% | Added |
| ExodusPoint Capital Management, LP | 18,807 | $6.59M | 0.07% | +18,807 | New |
| National Philanthropic Trust | 18,821 | $6.60M | 0.07% | −4,169−18.1% | Reduced |
| UniSuper Management Pty Ltd | 18,829 | $6.60M | 0.04% | −3,592−16.0% | Reduced |
| Principal Securities, Inc. | 18,849 | $6.61M | 0.10% | −2,951−13.5% | Reduced |
| Capital International Inc | 18,929 | $6.64M | 0.05% | −31,998−62.8% | Reduced |
| Mercer Global Advisors Inc | 19,127 | $6.69M | 0.01% | −3,109−14.0% | Reduced |
| CIBC World Markets Inc. | 19,372 | $6.79M | 0.01% | −435−2.2% | Reduced |
| CWM, LLC | 19,482 | $6.83M | 0.02% | +394+2.1% | Added |
| Punch & Associates Investment Management, Inc. | 19,599 | $6.87M | 0.40% | −3,650−15.7% | Reduced |
| Brinker Capital Investments, LLC | 19,962 | $7.00M | 0.05% | −1,333−6.3% | Reduced |
| Archon Partners LLC | 20,000 | $7.01M | 0.73% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20,021 | $7.02M | 0.17% | −157−0.8% | Reduced |
| Meeder Asset Management Inc | 20,031 | $7.02M | 0.38% | +4,155+26.2% | Added |
| Lawson Kroeker Investment Management Inc | 20,212 | $7.09M | 2.11% | −23,046−53.3% | Reduced |
| Whittier Trust Co | 19,253 | $7.15M | 0.08% | −11,972−38.3% | Reduced |
| Palmer Knight Co | 20,432 | $7.16M | 3.76% | +10,162+98.9% | Added |
| Investment Management Corp of Ontario | 20,655 | $7.24M | 0.10% | +4,661+29.1% | Added |
| Bright Rock Capital Management, LLC | 21,000 | $7.36M | 1.45% | +21,000 | New |
| Thompson Siegel & Walmsley LLC | 21,230 | $7.44M | 0.13% | +1,475+7.5% | Added |
| Asio Capital, LLC | 21,457 | $7.52M | 1.06% | +2,979+16.1% | Added |
| Fisher Funds Management LTD | 21,492 | $7.54M | 0.20% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 21,890 | $7.67M | 0.58% | −172−0.8% | Reduced |
| M&T Bank Corp | 21,931 | $7.69M | 0.02% | +2,546+13.1% | Added |
| North Growth Management Ltd. | 22,000 | $7.83M | 1.22% | 00.0% | Unchanged |
| Leuthold Group, LLC | 22,531 | $7.90M | 0.85% | +22,531 | New |
| Trillium Asset Management, LLC | 22,590 | $7.92M | 0.24% | −6,846−23.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 22,757 | $7.98M | 0.07% | +923+4.2% | Added |
| Persistent Asset Partners Ltd | 23,039 | $8.08M | 3.88% | +15,233+195.1% | Added |
| GCM Grosvenor Holdings, LLC | 23,242 | $8.15M | 1.16% | −652−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,457 | $8.22M | 0.05% | −893−3.7% | Reduced |
| Mutual of America Capital Management LLC | 23,925 | $8.39M | 0.09% | −539−2.2% | Reduced |
| Rafferty Asset Management, LLC | 23,927 | $8.39M | 0.03% | −1,074−4.3% | Reduced |
| Pacer Advisors, Inc. | 24,468 | $8.58M | 0.02% | −1,241−4.8% | Reduced |
| ProVise Management Group, LLC | 25,004 | $8.77M | 0.62% | +1,938+8.4% | Added |