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 |
|---|---|---|---|---|---|
| Lynch Investment Planning, LLC | 754 | $264.4K | 0.25% | +754 | New |
| Hibernia Wealth Partners, LLC | 757 | $265.2K | 0.08% | +757 | New |
| Seeds Investor LLC | 758 | $265.7K | 0.05% | +758 | New |
| Choate Investment Advisors | 763 | $267.5K | 0.01% | +37+5.1% | Added |
| Cary Street Partner Investment Advisory LLC | 763 | $267.5K | 0.07% | +9+1.2% | Added |
| Altfest L J & Co Inc | 767 | $269.0K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 794 | $269.1K | 0.01% | +51+6.9% | Added |
| 71 West Capital Partners | 768 | $269.2K | 0.01% | +768 | New |
| Centiva Capital, LP | 771 | $270.3K | 0.02% | +771 | New |
| Capital Analysts, LLC | 772 | $271.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 775 | $271.7K | 0.01% | +19+2.5% | Added |
| Fukoku Mutual Life Insurance Co | 776 | $272.0K | 0.02% | −139−15.2% | Reduced |
| Alpha Omega Wealth Management LLC | 780 | $273.4K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 782 | $274.2K | 0.02% | −784−50.1% | Reduced |
| Fedenia Advisers LLC | 783 | $274.5K | 0.11% | +18+2.4% | Added |
| Jackson Thornton Asset Management, LLC | 740 | $274.8K | 0.03% | −52−6.6% | Reduced |
| Red Door Wealth Management, LLC | 786 | $275.5K | 0.03% | +7+0.9% | Added |
| Schnieders Capital Management, LLC. | 791 | $277.3K | 0.04% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 792 | $277.8K | 0.13% | +54+7.3% | Added |
| Basepoint Wealth LLC | 793 | $278.0K | 0.17% | +23+3.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 797 | $279.2K | 0.03% | −12−1.5% | Reduced |
| Patton Albertson Miller Group, LLC | 799 | $280.1K | 0.03% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 800 | $280.4K | 0.10% | 00.0% | Unchanged |
| Norden Group LLC | 805 | $282.4K | 0.03% | +805 | New |
| Signet Financial Management, LLC | 809 | $283.7K | 0.03% | −15−1.8% | Reduced |
| Atlas Wealth LLC | 810 | $283.9K | 0.09% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 812 | $284.6K | 0.05% | +37+4.8% | Added |
| Chicago Partners Investment Group LLC | 770 | $285.8K | 0.01% | −77−9.1% | Reduced |
| Accurate Wealth Management, LLC | 768 | $286.4K | 0.04% | +39+5.3% | Added |
| Deseret Mutual Benefit Administrators | 818 | $286.8K | 0.12% | +82+11.1% | Added |
| FSM Wealth Advisors, LLC | 820 | $287.5K | 0.04% | +5+0.6% | Added |
| Fulton Breakefield Broenniman LLC | 825 | $289.2K | 0.02% | +29+3.6% | Added |
| Torrey Growth & Income Advisors | 826 | $289.6K | 0.10% | −13−1.5% | Reduced |
| Alta Advisers Ltd | 831 | $291.3K | 0.11% | −240−22.4% | Reduced |
| Zions Bancorporation, National Association | 837 | $293.4K | 0.01% | +378+82.4% | Added |
| RiverFront Investment Group, LLC | 838 | $293.8K | 0.00% | +838 | New |
| Private Wealth Asset Management, LLC | 842 | $295.2K | 0.03% | −11−1.3% | Reduced |
| Latitude Advisors, LLC | 844 | $295.7K | 0.13% | −29−3.3% | Reduced |
| Catalyst Financial Partners LLC | 844 | $295.9K | 0.03% | +130+18.2% | Added |
| Clark Capital Management Group, Inc. | 844 | $295.9K | 0.00% | +130+18.2% | Added |
| Thoroughbred Financial Services, LLC | 849 | $297.0K | 0.02% | +849 | New |
| Premier Path Wealth Partners, LLC | 849 | $297.7K | 0.04% | +189+28.6% | Added |
| Facet Wealth, Inc. | 872 | $298.1K | 0.01% | +872 | New |
| Fulton Bank, N.A. | 855 | $299.7K | 0.01% | +48+5.9% | Added |
| Abel Hall, LLC | 858 | $300.8K | 0.07% | +858 | New |
| Colonial River Wealth Management, LLC | 858 | $300.9K | 0.11% | −525−38.0% | Reduced |
| Trust Point Inc. | 859 | $301.1K | 0.02% | −119−12.2% | Reduced |
| Foresight Global Investors, Inc. | 865 | $303.2K | 0.14% | +46+5.6% | Added |
| Hilltop Partners LLC | 869 | $304.7K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 881 | $308.8K | 0.04% | +92+11.7% | Added |
| Everpar Advisors LLC | 881 | $308.8K | 0.11% | +92+11.7% | Added |
| Retirement Planning Group, LLC | 882 | $309.4K | 0.21% | +4+0.5% | Added |
| Regatta Capital Group, LLC | 884 | $309.7K | 0.05% | −14−1.6% | Reduced |
| Evoke Wealth, LLC | 884 | $309.8K | 0.01% | +22+2.6% | Added |
| AlphaGrep UK Ltd | 889 | $311.6K | 0.10% | +889 | New |
| Kapstone Financial Advisors LLC | 894 | $313.4K | 0.16% | −239−21.1% | Reduced |
| Alliance Wealth Advisors, LLC | 894 | $313.4K | 0.15% | +26+3.0% | Added |
| Elser Financial Planning, Inc | 894 | $313.4K | 0.23% | +41+4.8% | Added |
| Campion Asset Management LLC | 895 | $313.7K | 0.22% | 00.0% | Unchanged |
| Midwest Trust Co | 898 | $314.8K | 0.00% | +40+4.7% | Added |
| Aster Capital Management (DIFC) Ltd | 898 | $314.8K | 0.14% | +898 | New |
| Advisors Capital Management, LLC | 906 | $317.7K | 0.00% | −111−10.9% | Reduced |
| Wealth Advisory Solutions, LLC | 907 | $317.9K | 0.07% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 906 | $318.0K | 0.12% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 910 | $319.0K | 0.01% | −126−12.2% | Reduced |
| Canal Capital Management, LLC | 910 | $319.1K | 0.05% | −668−42.3% | Reduced |
| Everett Harris & Co | 911 | $319.4K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 917 | $321.5K | 0.22% | −260−22.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 918 | $321.9K | 0.03% | +60+7.0% | Added |
| Sound Income Strategies, LLC | 859 | $322.0K | 0.02% | +19+2.3% | Added |
| Moneta Group Investment Advisors LLC | 920 | $322.5K | 0.00% | −168−15.4% | Reduced |
| Baxter Bros Inc | 921 | $322.9K | 0.04% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 922 | $323.2K | 0.02% | +136+17.3% | Added |
| Bell Investment Advisors, Inc | 923 | $323.5K | 0.05% | −19−2.0% | Reduced |
| Quent Capital, LLC | 923 | $323.7K | 0.02% | −256−21.7% | Reduced |
| Qtron Investments LLC | 924 | $323.9K | 0.04% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 925 | $324.3K | 0.03% | −37−3.8% | Reduced |
| First Western Trust Bank | 929 | $325.7K | 0.02% | +2+0.2% | Added |
| LRT Capital Management, LLC | 931 | $326.4K | 0.28% | +931 | New |
| Atlanta Consulting Group Advisors, LLC | 931 | $326.4K | 0.07% | +931 | New |
| Farmers Trust Co | 935 | $327.8K | 0.05% | −40−4.1% | Reduced |
| Cornerstone Wealth Management, LLC | 935 | $327.9K | 0.02% | +935 | New |
| Stanley-Laman Group, Ltd. | 938 | $328.8K | 0.04% | +272+40.8% | Added |
| Beck Mack & Oliver LLC | 943 | $330.6K | 0.01% | +212+29.0% | Added |
| Colonial Trust Co | 944 | $330.9K | 0.04% | −312−24.8% | Reduced |
| Stillwater Capital Advisors, LLC | 946 | $331.6K | 0.04% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 946 | $331.6K | 0.03% | −72−7.1% | Reduced |
| Systematic Alpha Investments, LLC | 947 | $332.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 950 | $333.0K | 0.02% | +25+2.7% | Added |
| Circle Wealth Management, LLC | 951 | $333.4K | 0.01% | +29+3.1% | Added |
| SmartHarvest Portfolios, LLC | 952 | $333.7K | 0.12% | +952 | New |
| Accredited Investors Inc. | 953 | $334.1K | 0.02% | −180−15.9% | Reduced |
| Oath Planning, LLC | 960 | $336.4K | 0.33% | +960 | New |
| Capital Asset Advisory Services LLC | 909 | $337.4K | 0.01% | +909 | New |
| Avestar Capital, LLC | 964 | $337.9K | 0.02% | +964 | New |
| Hengehold Capital Management LLC | 966 | $338.8K | 0.03% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 967 | $339.0K | 0.06% | +967 | New |
| First Financial Corp | 971 | $340.4K | 0.13% | 00.0% | Unchanged |
| Keel Point, LLC | 972 | $340.9K | 0.02% | +88+10.0% | Added |
| Bank of Nova Scotia Trust Co | 977 | $342.5K | 0.03% | +199+25.6% | Added |