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 |
|---|---|---|---|---|---|
| First Bank & Trust | 979 | $343.2K | 0.06% | +212+27.6% | Added |
| Savvy Advisors, Inc. | 979 | $343.3K | 0.01% | +30+3.2% | Added |
| West Family Investments, Inc. | 982 | $344.2K | 0.08% | −222−18.4% | Reduced |
| Marathon Capital Management | 990 | $347.0K | 0.07% | +41+4.3% | Added |
| Virtue Capital Management, LLC | 980 | $347.2K | 0.05% | −9,134−90.3% | Reduced |
| Winebrenner Capital Management LLC | 991 | $347.4K | 0.23% | +991 | New |
| LongView Wealth Management | 930 | $348.6K | 0.08% | +4+0.4% | Added |
| K.J. Harrison & Partners Inc | 1,000 | $350.6K | 0.05% | +1,000 | New |
| Vega Investment Solutions | 1,000 | $350.6K | 0.06% | +1,000 | New |
| Adams Wealth Management | 1,001 | $351.1K | 0.07% | 00.0% | Unchanged |
| CacheTech Inc. | 1,001 | $351.1K | 0.07% | 00.0% | Unchanged |
| Capital International Sarl | 1,011 | $354.4K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,011 | $354.5K | 0.02% | +29+3.0% | Added |
| ICW Investment Advisors LLC | 1,014 | $355.5K | 0.13% | −1−0.1% | Reduced |
| Natural Investments, LLC | 1,018 | $356.0K | 0.09% | −4−0.4% | Reduced |
| Claris Financial LLC | 1,020 | $357.7K | 0.19% | −1−0.1% | Reduced |
| Goelzer Investment Management, Inc. | 1,032 | $361.8K | 0.02% | −20−1.9% | Reduced |
| Massmutual Trust Co FSB | 1,035 | $362.8K | 0.01% | +260+33.5% | Added |
| Romano Brothers and Company | 1,036 | $363.2K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,036 | $363.2K | 0.01% | +1,036 | New |
| Edgestream Partners, L.P. | 1,037 | $363.5K | 0.01% | +51+5.2% | Added |
| Global Trust Asset Management, LLC | 1,038 | $363.9K | 0.14% | −158−13.2% | Reduced |
| Claro Advisors LLC | 1,039 | $364.3K | 0.05% | −45−4.2% | Reduced |
| Kelly Financial Group LLC | 1,040 | $364.6K | 0.09% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 1,041 | $364.9K | 0.21% | +1,041 | New |
| Central Trust Co | 1,044 | $366.0K | 0.01% | −470−31.0% | Reduced |
| MCF Advisors LLC | 1,044 | $366.1K | 0.02% | +777+291.0% | Added |
| Independence Bank of Kentucky | 1,046 | $366.7K | 0.05% | −53−4.8% | Reduced |
| Pines Wealth Management, LLC | 1,052 | $368.8K | 0.12% | +41+4.1% | Added |
| Cim Investment Mangement Inc | 1,053 | $369.1K | 0.10% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,060 | $371.6K | 0.06% | +10+1.0% | Added |
| Atomi Financial Group, Inc. | 1,060 | $371.8K | 0.01% | +176+19.9% | Added |
| Whalen Wealth Management Inc. | 1,064 | $373.0K | 0.20% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,064 | $373.0K | 0.01% | +347+48.4% | Added |
| Sara-Bay Financial | 1,072 | $373.9K | 0.11% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 1,067 | $374.0K | 0.25% | +67+6.7% | Added |
| Northern Financial Advisors Inc | 1,067 | $374.0K | 0.43% | −643−37.6% | Reduced |
| Generali Investments, Management Co LLC | 1,072 | $375.8K | 0.07% | −950−47.0% | Reduced |
| Wealthquest Corp | 1,076 | $377.2K | 0.03% | +1,076 | New |
| Gryphon Financial Partners LLC | 1,081 | $378.9K | 0.04% | +75+7.5% | Added |
| Wilian Securities, LLC | 1,081 | $379.0K | 0.41% | +1,081 | New |
| Flputnam Investment Management Co | 1,083 | $379.6K | 0.01% | −1,738−61.6% | Reduced |
| Golden State Equity Partners | 1,084 | $380.0K | 0.06% | −1,592−59.5% | Reduced |
| King Wealth | 1,087 | $381.0K | 0.05% | −6−0.5% | Reduced |
| Meritage Portfolio Management | 1,090 | $382.1K | 0.03% | −77−6.6% | Reduced |
| CWA Asset Management Group, LLC | 1,091 | $382.5K | 0.01% | +62+6.0% | Added |
| Perbak Capital Partners LLP | 1,094 | $383.5K | 0.12% | +1,094 | New |
| Willner & Heller, LLC | 1,096 | $384.1K | 0.28% | +6+0.6% | Added |
| Ransom Advisory, Ltd | 1,100 | $385.6K | 0.15% | −100−8.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,100 | $385.6K | 0.19% | +200+22.2% | Added |
| Los Angeles Capital Management LLC | 1,201 | $386.7K | 0.00% | −50−4.0% | Reduced |
| Horizon Bancorp Inc | 1,105 | $387.0K | 0.19% | −236−17.6% | Reduced |
| Catalytic Wealth RIA, LLC | 1,104 | $387.0K | 0.01% | −1,860−62.8% | Reduced |
| Evergreen Capital Management LLC | 1,108 | $388.4K | 0.01% | +138+14.2% | Added |
| Haverford Trust Co | 1,110 | $389.1K | 0.00% | +3+0.3% | Added |
| Balentine LLC | 1,111 | $389.5K | 0.01% | +1,111 | New |
| Tempo Wealth, LLC | 1,114 | $390.6K | 0.07% | +1,114 | New |
| Aspire Private Capital, LLC | 1,116 | $391.4K | 0.09% | −12−1.1% | Reduced |
| Cardiff Park Advisors, LLC | 1,118 | $391.9K | 0.03% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,125 | $394.4K | 0.01% | −17−1.5% | Reduced |
| Client 1st Advisory Group, LLC | 1,145 | $401.4K | 0.13% | −31−2.6% | Reduced |
| Middleton & Co Inc | 1,150 | $403.1K | 0.04% | −375−24.6% | Reduced |
| Monarch Capital Management Inc | 1,153 | $404.2K | 0.10% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,162 | $407.3K | 0.02% | +250+27.4% | Added |
| Marex Group plc | 1,170 | $410.1K | 0.00% | −330−22.0% | Reduced |
| Weinberger Asset Management, Inc | 1,180 | $413.6K | 0.15% | +19+1.6% | Added |
| Conning Inc. | 1,184 | $415.1K | 0.01% | −143−10.8% | Reduced |
| Federated Hermes, Inc. | 1,191 | $417.5K | 0.00% | −50−4.0% | Reduced |
| Capital Investment Advisors, LLC | 1,194 | $418.7K | 0.01% | +267+28.8% | Added |
| National Asset Management, Inc. | 1,195 | $418.8K | 0.02% | +15+1.3% | Added |
| Heritage Wealth Management, Inc. | 1,196 | $419.2K | 0.12% | −40−3.2% | Reduced |
| Insigneo Advisory Services, LLC | 1,198 | $420.0K | 0.03% | −8−0.7% | Reduced |
| Highland Capital Management, LLC | 1,200 | $420.7K | 0.02% | 00.0% | Unchanged |
| Stableford Capital II LLC | 1,205 | $422.4K | 0.15% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 1,213 | $425.3K | 0.07% | +20+1.7% | Added |
| Evermay Wealth Management LLC | 1,215 | $425.9K | 0.05% | −72−5.6% | Reduced |
| Fielder Capital Group LLC | 1,216 | $426.3K | 0.09% | +30+2.5% | Added |
| Simplicity Wealth,LLC | 1,220 | $427.6K | 0.03% | +203+20.0% | Added |
| Western Wealth Management, LLC | 1,222 | $428.3K | 0.02% | +292+31.4% | Added |
| Stratos Wealth Advisors, LLC | 1,222 | $428.4K | 0.02% | −36−2.9% | Reduced |
| Pictet & Cie (Europe) SA | 1,225 | $429.4K | 0.01% | +45+3.8% | Added |
| Legacy Capital Group California, Inc. | 1,228 | $430.5K | 0.10% | +11+0.9% | Added |
| Miracle Mile Advisors, LLC | 1,229 | $430.7K | 0.01% | −168−12.0% | Reduced |
| Jump Financial, LLC | 1,229 | $430.8K | 0.01% | −3,167−72.0% | Reduced |
| Wheelhouse Advisory Group LLC | 1,237 | $431.5K | 0.16% | −127−9.3% | Reduced |
| Donaldson Capital Management, LLC | 1,234 | $432.5K | 0.01% | −40−3.1% | Reduced |
| Waddell & Associates, LLC | 1,241 | $435.0K | 0.03% | +32+2.6% | Added |
| Wesbanco Bank Inc | 1,247 | $437.1K | 0.01% | −11−0.9% | Reduced |
| Americana Partners, LLC | 1,249 | $437.8K | 0.01% | +33+2.7% | Added |
| Shufro Rose & Co LLC | 1,250 | $438.2K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,247 | $439.1K | 0.01% | −53−4.1% | Reduced |
| Kirtland Hills Capital Management, LLC | 1,254 | $439.8K | 0.15% | −20−1.6% | Reduced |
| J Hagan Capital, Inc. | 1,268 | $444.5K | 0.25% | −50−3.8% | Reduced |
| New Republic Capital, LLC | 1,280 | $448.8K | 0.12% | +1,280 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,281 | $449.1K | 0.11% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,281 | $449.1K | 0.02% | 00.0% | Unchanged |
| Avise Financial Cooperative, Inc. | 1,288 | $451.5K | 0.41% | +1,288 | New |
| Fisher Asset Management, LLC | 1,290 | $452.3K | 0.00% | −82−6.0% | Reduced |
| Valmark Advisers, Inc. | 1,291 | $452.6K | 0.01% | −54−4.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,295 | $453.9K | 0.28% | −93−6.7% | Reduced |