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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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 |
|---|---|---|---|---|---|
| City State Bank | 160 | $56.1K | 0.02% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 164 | $57.5K | 3.19% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 165 | $57.8K | 0.02% | +1+0.6% | Added |
| eCIO, Inc. | 166 | $58.2K | 0.03% | +166 | New |
| Elyxium Wealth, LLC | 166 | $58.2K | 0.02% | +166 | New |
| First Command Advisory Services, Inc. | 167 | $58.5K | 0.00% | +5+3.1% | Added |
| Golden State Wealth Management, LLC | 167 | $58.8K | 0.01% | −22−11.6% | Reduced |
| Hallmark Capital Management Inc | 175 | $61.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 191 | $67.0K | 0.01% | +38+24.8% | Added |
| GW&K Investment Management, LLC | 192 | $67.0K | 0.00% | +7+3.8% | Added |
| Spire Wealth Management | 197 | $69.1K | 0.00% | −73−27.0% | Reduced |
| Ogorek Anthony Joseph | 202 | $70.0K | 0.02% | −7−3.3% | Reduced |
| Washington Trust Advisors, Inc. | 200 | $70.1K | 0.01% | −30−13.0% | Reduced |
| UMA Financial Services, Inc. | 206 | $72.2K | 0.01% | +124+151.2% | Added |
| Cohen & Steers, Inc. | 220 | $77.0K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 225 | $78.7K | 0.03% | +225 | New |
| Kozak & Associates, Inc. | 212 | $78.9K | 0.02% | +1+0.5% | Added |
| Trust Co of Vermont | 231 | $81.0K | 0.00% | +59+34.3% | Added |
| Wiser Advisor Group LLC | 233 | $81.8K | 0.09% | +1+0.4% | Added |
| Evolution Advisers, Inc. | 236 | $82.0K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 234 | $82.0K | 0.03% | −70−23.0% | Reduced |
| Bank of Jackson Hole Trust | 241 | $84.5K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $87.6K | 0.02% | 00.0% | Unchanged |
| Trust Co | 250 | $87.6K | 0.01% | −2−0.8% | Reduced |
| HFM Investment Advisors, LLC | 253 | $88.4K | 0.03% | +12+5.0% | Added |
| Silvant Capital Management LLC | 257 | $90.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 258 | $90.4K | 0.01% | +5+2.0% | Added |
| Rothschild Investment LLC | 260 | $91.1K | 0.01% | −12−4.4% | Reduced |
| Valley National Advisers Inc | 263 | $92.0K | 0.01% | −8−3.0% | Reduced |
| Capital Advisors, Ltd. LLC | 262 | $92.0K | 0.01% | +11+4.4% | Added |
| Hilltop National Bank | 263 | $92.2K | 0.02% | +263 | New |
| Ancora Advisors, LLC | 264 | $92.5K | 0.00% | +132+100.0% | Added |
| Wellington Grp LLC | 268 | $93.9K | 0.03% | +268 | New |
| Colonial Trust Advisors | 269 | $94.3K | 0.01% | 00.0% | Unchanged |
| Reflection Asset Management | 269 | $94.3K | 0.07% | +269 | New |
| Salomon & Ludwin, LLC | 265 | $96.3K | 0.01% | +36+15.7% | Added |
| Harbor Asset Planning, Inc. | 276 | $96.8K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 272 | $97.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 280 | $98.2K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 280 | $98.2K | 0.01% | +280 | New |
| Investors Research Corp | 282 | $98.9K | 0.02% | 00.0% | Unchanged |
| Caden Capital Partners, LP | 287 | $100.6K | 0.23% | +287 | New |
| Mechanics Financial Corp | 300 | $105.2K | 0.04% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 300 | $105.2K | 0.01% | +300 | New |
| Oakworth Capital, Inc. | 301 | $105.5K | 0.01% | +37+14.0% | Added |
| MV Capital Management, Inc. | 305 | $106.9K | 0.01% | +10+3.4% | Added |
| DV Equities, LLC | 309 | $108.3K | 0.02% | +309 | New |
| Banque de Luxembourg S.A. | 310 | $108.7K | 0.05% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 311 | $109.0K | 0.11% | +311 | New |
| Ankerstar Wealth, LLC | 319 | $112.0K | 0.11% | +319 | New |
| Clear Street Markets LLC | 331 | $116.0K | 0.02% | −56−14.5% | Reduced |
| Essential Partners LLC | 333 | $116.7K | 0.04% | +8+2.5% | Added |
| Archer Investment Corp | 348 | $122.1K | 0.03% | −30−7.9% | Reduced |
| Center for Financial Planning, Inc. | 349 | $122.3K | 0.01% | −26−6.9% | Reduced |
| Ramirez Asset Management, Inc. | 350 | $122.7K | 0.02% | 00.0% | Unchanged |
| Torren Management, LLC | 370 | $129.8K | 0.07% | +370 | New |
| Hartford Financial Management Inc. | 380 | $133.2K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 396 | $138.8K | 0.02% | −81−17.0% | Reduced |
| American National Bank | 400 | $140.2K | 0.01% | +230+135.3% | Added |
| Commonwealth Retirement Investments LLC | 417 | $146.2K | 0.05% | +417 | New |
| Westfuller Advisors, LLC | 435 | $152.6K | 0.06% | +12+2.8% | Added |
| HM Payson & Co | 437 | $153.2K | 0.00% | +57+15.0% | Added |
| Roxbury Financial LLC | 448 | $157.2K | 0.14% | +1+0.2% | Added |
| Miller Capital Partners, Inc. | 453 | $158.8K | 0.08% | +453 | New |
| Harbor Investment Advisory, LLC | 491 | $172.1K | 0.01% | +206+72.3% | Added |
| Prestige Wealth Management Group LLC | 492 | $172.5K | 0.03% | −128−20.6% | Reduced |
| City Holding Co | 515 | $180.5K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 532 | $186.5K | 0.01% | +19+3.7% | Added |
| Addison Advisors LLC | 537 | $188.2K | 0.04% | −7−1.3% | Reduced |
| New England Capital Financial Advisors LLC | 544 | $190.8K | 0.07% | +1+0.2% | Added |
| Curat Global, LLC | 550 | $192.8K | 0.21% | −50−8.3% | Reduced |
| Ofi Invest Asset Management | 646 | $192.8K | 0.00% | +312+93.4% | Added |
| Alphadyne Asset Management LP | 556 | $194.9K | 0.02% | +540+3,375.0% | Added |
| Sentry Investment Management LLC | 555 | $195.0K | 0.13% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 557 | $195.3K | 0.01% | +32+6.1% | Added |
| Key Financial Inc | 562 | $197.0K | 0.04% | −24−4.1% | Reduced |
| SageView Advisory Group, LLC | 563 | $197.5K | 0.01% | +563 | New |
| United Community Bank | 566 | $198.4K | 0.08% | −985−63.5% | Reduced |
| MBM Wealth Consultants, LLC | 571 | $200.2K | 0.05% | −70−10.9% | Reduced |
| Sepio Capital, LP | 573 | $200.9K | 0.01% | +573 | New |
| Truepoint, Inc. | 574 | $201.2K | 0.00% | −196−25.5% | Reduced |
| Old Mission Investment Co LLC | 575 | $201.6K | 0.05% | +575 | New |
| V2 Financial group LLC | 576 | $201.9K | 0.10% | +576 | New |
| Evercore Wealth Management, LLC | 579 | $203.0K | 0.00% | +579 | New |
| Oxford Financial Group Ltd | 581 | $203.7K | 0.01% | −616−51.5% | Reduced |
| LGT Group Foundation | 586 | $204.4K | 0.00% | −415−41.5% | Reduced |
| Harbour Capital Advisors, LLC | 577 | $204.4K | 0.04% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 588 | $206.2K | 0.05% | +588 | New |
| 3Chopt Investment Partners, LLC | 589 | $206.5K | 0.05% | +589 | New |
| Storen Legacy Partners, LLC | 592 | $207.5K | 0.07% | +592 | New |
| Atlas Private Wealth Advisors | 593 | $208.0K | 0.05% | +593 | New |
| Camden Capital, LLC | 593 | $208.1K | 0.01% | −123−17.2% | Reduced |
| Maripau Wealth Management LLC | 598 | $209.6K | 0.10% | +598 | New |
| AXS Investments LLC | 599 | $210.0K | 0.07% | −79−11.7% | Reduced |
| Florida Financial Advisors, LLC | 599 | $210.3K | 0.06% | +599 | New |
| JBF Capital, Inc. | 600 | $210.3K | 0.03% | +600 | New |
| Kovack Advisors, Inc. | 600 | $210.4K | 0.01% | +600 | New |
| Belpointe Asset Management LLC | 601 | $211.0K | 0.01% | +601 | New |
| HFG Advisors, Inc. | 605 | $212.0K | 0.15% | −47−7.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 607 | $212.8K | 0.05% | +607 | New |