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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
GoalVest Advisory LLC30$10.5K0.00%+30New
Global X Japan Co., Ltd.30$10.5K0.00%+30New
Align Financial, LLC10,517$10.5K0.01%+10,517New
Ares Financial Consulting, LLC30$10.6K0.01%+30New
Activest Wealth Management31$10.9K0.00%−54−63.5%Reduced
Flagship Wealth Advisors, LLC31$10.9K0.00%−25−44.6%Reduced
Proffitt & Goodson Inc31$10.9K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC31$10.9K0.00%00.0%Unchanged
MTM Investment Management, LLC32$11.2K0.00%00.0%Unchanged
Marquette Asset Management, LLC32$11.2K0.00%+11+52.4%Added
Dogwood Wealth Management LLC33$11.6K0.01%+19+135.7%Added
Beaird Harris Wealth Management, LLC34$11.9K0.00%00.0%Unchanged
SIMA Wealth Partners, LLC36$12.6K0.01%00.0%Unchanged
Avion Wealth39$13.0K0.00%00.0%Unchanged
Rialto Wealth Management, LLC38$13.3K0.00%+2+5.6%Added
Vision Retirement, LLC39$13.7K0.00%+39New
DHJJ Financial Advisors, Ltd.39$13.7K0.00%00.0%Unchanged
Kentucky Trust Co40$14.0K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.40$14.0K0.01%+40New
Davis Capital Management43$15.1K0.01%00.0%Unchanged
Kerr Financial Planning Corp45$15.3K0.02%−1−2.2%Reduced
Delta Asset Management LLC45$15.8K0.00%−325−87.8%Reduced
Howard Hughes Medical Institute48$16.8K0.01%−1−2.0%Reduced
Jackson, Grant Investment Advisers, Inc.49$17.2K0.01%−4−7.5%Reduced
Moisand Fitzgerald Tamayo, LLC49$17.2K0.00%00.0%Unchanged
Noble Wealth Management PBC49$17.2K0.01%00.0%Unchanged
WPG Advisers, LLC49$17.2K0.01%+2+4.3%Added
Bank & Trust Co50$17.5K0.01%00.0%Unchanged
Concord Wealth Partners51$17.9K0.00%−71−58.2%Reduced
Raffa Wealth Management, LLC51$17.9K0.00%+4+8.5%Added
Vermillion Wealth Management, Inc.51$17.9K0.01%00.0%Unchanged
Cornerstone Planning Group LLC53$18.1K0.00%+14+35.9%Added
Albion Financial Group52$18.2K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC54$18.9K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC54$18.9K0.00%+54New
Boyd Watterson Asset Management LLC56$19.6K0.01%00.0%Unchanged
Park Place Capital Corp57$20.0K0.00%−39−40.6%Reduced
Fourth Dimension Wealth, LLC57$20.0K0.01%00.0%Unchanged
Richardson Financial Services Inc.59$20.7K0.01%−21−26.3%Reduced
Liberty One Investment Management, LLC60$20.9K0.00%−14,139−99.6%Reduced
Optima Capital LLC60$21.0K0.01%+60New
Entrust Financial LLC60$21.0K0.02%+60New
TD Capital Management LLC61$21.4K0.00%00.0%Unchanged
Princeton Global Asset Management LLC61$21.4K0.00%00.0%Unchanged
Financial Management Professionals, Inc.62$21.7K0.00%+5+8.8%Added
Wilkerson Advisory Group LLC62$21.7K0.01%+62New
Private Wealth Management Group, LLC63$22.1K0.01%+38+152.0%Added
WealthCollab, LLC64$22.4K0.01%−10−13.5%Reduced
Kilter Group LLC64$22.4K0.01%+12+23.1%Added
N.E.W. Advisory Services LLC64$22.5K0.00%+45+236.8%Added
Gilpin Wealth Management, LLC65$22.8K0.02%+65New
Godsey & Gibb Associates66$23.0K0.00%00.0%Unchanged
Longview Financial Advisors LLC66$23.1K0.01%00.0%Unchanged
Abound Wealth Management67$23.5K0.01%00.0%Unchanged
Piscataqua Savings Bank69$24.2K0.02%00.0%Unchanged
Bruce G. Allen Investments, LLC70$24.5K0.02%−32−31.4%Reduced
Montag A & Associates Inc72$25.1K0.00%00.0%Unchanged
Signature Equity Partners, LLC73$25.6K0.01%+73New
Farmers & Merchants Investments Inc75$26.3K0.00%00.0%Unchanged
General Partner, Inc.75$26.3K0.01%00.0%Unchanged
Scarborough Advisors, LLC75$26.3K0.00%00.0%Unchanged
True Wealth Design, LLC77$27.0K0.01%−40−34.2%Reduced
Mascoma Wealth Management LLC78$27.3K0.01%+3+4.0%Added
Walsh & Associates, LLC78$27.3K0.03%+78New
Fortitude Family Office, LLC79$27.7K0.01%+8+11.3%Added
CBIZ Investment Advisory Services, LLC85$29.8K0.00%+11+14.9%Added
Truvestments Capital LLC88$30.8K0.01%00.0%Unchanged
Kemnay Advisory Services Inc.88$30.8K0.00%+88New
Trust Co of Toledo NA90$31.6K0.00%−20−18.2%Reduced
J.Safra Asset Management Corp90$31.6K0.00%+90New
Crews Bank & Trust93$32.6K0.00%00.0%Unchanged
Motco100$35.1K0.00%00.0%Unchanged
Lavaca Capital LLC100$35.1K0.01%00.0%Unchanged
IAG Wealth Partners, LLC104$36.5K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP117$37.8K0.00%+117New
ORG Partners LLC108$37.9K0.01%+59+120.4%Added
Bullock Wealth Management Group109$38.1K0.02%+1+0.9%Added
Bogart Wealth, LLC109$38.2K0.00%+4+3.8%Added
Keating Financial Advisory Services, Inc.112$39.3K0.01%+112New
Pinnacle Bancorp, Inc.115$40.3K0.01%00.0%Unchanged
Dorato Capital Management110$41.0K0.03%+110New
SBI Securities Co., Ltd.121$42.4K0.00%−706−85.4%Reduced
Syntax Research, Inc.121$42.5K0.03%00.0%Unchanged
Flagship Harbor Advisors, LLC125$43.8K0.00%+125New
Bravera Wealth125$43.8K0.02%+125New
Jessup Wealth Management, Inc128$44.7K0.01%+128New
Navalign, LLC128$44.9K0.01%+128New
Beacon Financial Strategies CORP130$45.6K0.03%+130New
JFS Wealth Advisors, LLC131$45.9K0.00%−65−33.2%Reduced
Financial Perspectives, Inc135$47.3K0.01%00.0%Unchanged
NBC Securities, Inc.136$47.7K0.00%+1+0.7%Added
Root Financial Partners, LLC136$47.7K0.00%+72+112.5%Added
Garton & Associates Financial Advisors LLC143$50.2K0.03%+143New
Hanson & Doremus Investment Management145$51.0K0.01%−25−14.7%Reduced
Coston, McIsaac & Partners150$52.0K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.151$52.9K0.01%+14+10.2%Added
Monetary Solutions, Ltd152$53.3K0.05%+152New
Financial Consulate, Inc156$54.5K0.01%+105+205.9%Added
Rossby Financial, LCC156$54.7K0.02%+72+85.7%Added
Board of the Pension Protection Fund160$56.1K0.05%−440−73.3%Reduced