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 |
|---|---|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 607 | $212.9K | 0.01% | −500−45.2% | Reduced |
| Strategic Blueprint, LLC | 608 | $213.2K | 0.01% | −81−11.8% | Reduced |
| Avidian Wealth Solutions, LLC | 608 | $213.3K | 0.01% | +608 | New |
| Cambria Investment Management, L.P. | 609 | $213.5K | 0.01% | +609 | New |
| Novem Group | 611 | $214.4K | 0.02% | −1,307−68.1% | Reduced |
| Destination Wealth Management | 614 | $215.3K | 0.01% | +614 | New |
| Howard Financial Services, Ltd. | 617 | $216.4K | 0.03% | +617 | New |
| CVA Family Office, LLC | 618 | $216.6K | 0.02% | +106+20.7% | Added |
| First National Bank | 618 | $216.6K | 0.12% | +618 | New |
| Indiana Trust & Investment Management CO | 619 | $217.0K | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 620 | $217.0K | 0.02% | −1,463−70.2% | Reduced |
| GW Henssler & Associates Ltd | 620 | $217.3K | 0.01% | +620 | New |
| Creative Financial Designs Inc | 622 | $218.0K | 0.01% | −139−18.3% | Reduced |
| Bridgewater Advisors Inc. | 592 | $219.0K | 0.01% | +592 | New |
| Washington Capital Management Inc | 625 | $219.1K | 0.18% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 625 | $219.1K | 0.13% | 00.0% | Unchanged |
| Fire Capital Management LLC | 625 | $219.1K | 0.11% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 625 | $219.1K | 0.01% | +625 | New |
| Apollon Financial, LLC | 626 | $219.6K | 0.03% | +626 | New |
| Fiduciary Family Office, LLC | 630 | $220.8K | 0.06% | +630 | New |
| WSFS Capital Management, LLC | 632 | $221.5K | 0.01% | −78−11.0% | Reduced |
| First National Trust Co | 634 | $222.2K | 0.01% | +9+1.4% | Added |
| Convergence Investment Partners, LLC | 635 | $222.4K | 0.04% | +1+0.2% | Added |
| Alteri Wealth LLC | 636 | $222.8K | 0.07% | +636 | New |
| Elm Partners Management LLC | 637 | $223.3K | 0.01% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 640 | $224.4K | 0.12% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 643 | $225.3K | 0.05% | +4+0.6% | Added |
| Kellett Schaffner Wealth Advisors LLC | 643 | $225.4K | 0.13% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 644 | $225.8K | 0.02% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 649 | $227.6K | 0.02% | +649 | New |
| First County Bank | 650 | $227.9K | 0.12% | 00.0% | Unchanged |
| Cherokee Insurance Co | 650 | $227.9K | 0.09% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 650 | $227.9K | 0.03% | −88−11.9% | Reduced |
| Kaufman Rossin Wealth, LLC | 654 | $229.3K | 0.12% | +12+1.9% | Added |
| Venture Visionary Partners LLC | 656 | $230.1K | 0.01% | −1−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 657 | $230.2K | 0.01% | +35+5.6% | Added |
| Drive Wealth Management, LLC | 659 | $230.9K | 0.05% | +659 | New |
| Nations Financial Group Inc, | 662 | $232.2K | 0.01% | +10+1.5% | Added |
| Stony Point Wealth Management Inc. | 662 | $232.2K | 0.09% | +14+2.2% | Added |
| Sovran Advisors, LLC | 608 | $232.3K | 0.02% | +608 | New |
| Onefund, LLC | 668 | $234.2K | 0.14% | +37+5.9% | Added |
| Income Insurance Ltd | 668 | $234.2K | 0.15% | +668 | New |
| Abacus Planning Group, Inc. | 671 | $235.1K | 0.03% | +43+6.8% | Added |
| Morningstar Investment Management LLC | 675 | $237.0K | 0.01% | −10,889−94.2% | Reduced |
| Affinity Investment Advisors, LLC | 677 | $237.3K | 0.16% | −628−48.1% | Reduced |
| Parkside Financial Bank & Trust | 677 | $237.3K | 0.02% | +24+3.7% | Added |
| Pathway Financial Advisers, LLC | 678 | $237.6K | 0.07% | 00.0% | Unchanged |
| Rik Saylor Financial, Inc. | 680 | $238.4K | 0.17% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 681 | $238.7K | 0.01% | +681 | New |
| Whalerock Point Partners, LLC | 682 | $239.1K | 0.05% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 683 | $239.4K | 0.02% | −152−18.2% | Reduced |
| Aldebaran Financial Inc. | 687 | $239.6K | 0.22% | +1+0.1% | Added |
| Shoker Investment Counsel, Inc. | 688 | $241.2K | 0.07% | +50+7.8% | Added |
| Ascent Wealth Partners, LLC | 689 | $241.5K | 0.03% | −76−9.9% | Reduced |
| McLean Asset Management Corp | 648 | $241.7K | 0.04% | +61+10.4% | Added |
| Kempen Capital Management N.V. | 694 | $243.3K | 0.00% | −4,346−86.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 695 | $243.6K | 0.04% | +695 | New |
| Prosperity Consulting Group, LLC | 696 | $244.0K | 0.01% | −14−2.0% | Reduced |
| BCGM Wealth Management, LLC | 696 | $244.0K | 0.06% | +696 | New |
| Basecamp Wealth Advisors LLC | 697 | $244.3K | 0.05% | +697 | New |
| Meyer Handelman Co | 700 | $245.4K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 700 | $245.4K | 0.04% | 00.0% | Unchanged |
| Strategic Advisors LLC | 700 | $245.6K | 0.04% | +3+0.4% | Added |
| Strategic Financial Services, Inc, | 725 | $245.8K | 0.01% | −459−38.8% | Reduced |
| SJS Investment Consulting Inc. | 702 | $246.1K | 0.03% | +14+2.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 703 | $246.6K | 0.00% | +2+0.3% | Added |
| First Horizon Corp | 705 | $247.1K | 0.01% | +265+60.2% | Added |
| Strategic Wealth Partners, Ltd. | 705 | $247.1K | 0.02% | −1,703−70.7% | Reduced |
| Birch Financial Group, LLC | 707 | $247.7K | 0.14% | +707 | New |
| Covestor Ltd | 707 | $248.0K | 0.13% | −179−20.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 708 | $248.2K | 0.02% | −117−14.2% | Reduced |
| Medallion Wealth Advisors, LLC | 711 | $249.2K | 0.08% | −22−3.0% | Reduced |
| IHT Wealth Management, LLC | 711 | $249.3K | 0.01% | +71+11.1% | Added |
| Dean Investment Associates, LLC | 716 | $251.0K | 0.04% | −23−3.1% | Reduced |
| BNP Paribas | 716 | $251.0K | 0.01% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 718 | $251.8K | 0.12% | −45−5.9% | Reduced |
| Prudent Man Advisors, LLC | 719 | $252.0K | 0.09% | 00.0% | Unchanged |
| DRW Securities, LLC | 732 | $252.1K | 0.02% | +732 | New |
| Hartford Funds Management Co LLC | 718 | $252.3K | 0.02% | +72+11.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 725 | $254.0K | 0.07% | −103−12.4% | Reduced |
| Sym Financial Corp | 725 | $254.1K | 0.03% | +725 | New |
| SwitchPoint Financial Planning, LLC | 726 | $254.4K | 0.18% | +24+3.4% | Added |
| Verition Fund Management LLC | 726 | $254.5K | 0.00% | −14,328−95.2% | Reduced |
| TCG Advisory Services, LLC | 726 | $254.6K | 0.01% | +726 | New |
| Disciplined Investors, L.L.C. | 726 | $254.7K | 0.17% | −178−19.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 694 | $254.7K | 0.06% | +694 | New |
| Samalin Investment Counsel, LLC | 728 | $255.1K | 0.09% | −108−12.9% | Reduced |
| Fort Point Capital Partners LLC | 668 | $255.1K | 0.03% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 730 | $255.9K | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 733 | $257.0K | 0.00% | −1,777−70.8% | Reduced |
| Syverson Strege & Co | 734 | $257.3K | 0.06% | +63+9.4% | Added |
| Keynote Financial Services LLC | 735 | $257.7K | 0.14% | −25−3.3% | Reduced |
| Harbor Group, Inc. | 737 | $258.3K | 0.04% | +4+0.5% | Added |
| Parcion Private Wealth LLC | 737 | $258.4K | 0.02% | +737 | New |
| First Foundation Advisors | 740 | $259.4K | 0.01% | −103−12.2% | Reduced |
| Gladstone Institutional Advisory LLC | 746 | $261.8K | 0.01% | −29−3.7% | Reduced |
| Cromwell Holdings LLC | 749 | $262.6K | 0.14% | −1−0.1% | Reduced |
| Quest Partners LLC | 752 | $263.6K | 0.01% | −4,831−86.5% | Reduced |
| Financial Advisors Network, Inc. | 753 | $264.0K | 0.04% | −17−2.2% | Reduced |
| Freestone Capital Holdings, LLC | 754 | $264.3K | 0.01% | +3+0.4% | Added |