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 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 1,295 | $454.0K | 0.06% | −240−15.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,300 | $455.6K | 0.01% | +88+7.3% | Added |
| Dodge & Cox | 1,300 | $455.7K | 0.00% | 00.0% | Unchanged |
| Finward Bancorp | 1,303 | $456.8K | 0.35% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,310 | $459.2K | 0.01% | −1−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,284 | $466.7K | 0.01% | −181−12.4% | Reduced |
| St Germain D J Co Inc | 1,335 | $468.0K | 0.02% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,335 | $468.0K | 0.03% | +13+1.0% | Added |
| Taylor Hoffman Capital Management LLC | 1,339 | $469.4K | 0.14% | −13−1.0% | Reduced |
| Sagespring Wealth Partners, LLC | 1,341 | $470.1K | 0.01% | +168+14.3% | Added |
| Hurlow Wealth Management Group, Inc. | 1,346 | $471.8K | 0.12% | +62+4.8% | Added |
| Independence Wealth Advisors, LLC | 1,348 | $472.7K | 0.27% | +1,348 | New |
| Van Diest Capital, LLC | 1,349 | $472.8K | 0.71% | +1,349 | New |
| Stoneridge Investment Partners LLC | 1,353 | $474.0K | 0.33% | +1,353 | New |
| Unify Financial Advisors | 1,366 | $478.9K | 0.50% | +1,366 | New |
| Perigon Wealth Management, LLC | 1,371 | $480.6K | 0.01% | +29+2.2% | Added |
| PFG Investments, LLC | 1,375 | $481.9K | 0.02% | −57−4.0% | Reduced |
| Centric Wealth Management | 1,416 | $484.0K | 0.10% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,387 | $486.2K | 0.02% | +62+4.7% | Added |
| Centurion Wealth Management LLC | 1,389 | $486.8K | 0.11% | +37+2.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,390 | $487.3K | 0.17% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 1,442 | $488.8K | 0.35% | −100−6.5% | Reduced |
| SeaCrest Wealth Management, LLC | 1,338 | $490.6K | 0.05% | −55−3.9% | Reduced |
| AdvisorShares Investments LLC | 1,400 | $490.8K | 0.08% | +1,400 | New |
| Ballentine Partners, LLC | 1,402 | $491.3K | 0.01% | +4+0.3% | Added |
| Oregon Pacific Wealth Management, LLC | 1,407 | $493.2K | 0.51% | −51−3.5% | Reduced |
| Private Trust Co NA | 1,412 | $495.1K | 0.04% | −127−8.3% | Reduced |
| Larson Financial Group LLC | 1,414 | $495.6K | 0.02% | +630+80.4% | Added |
| Gratus Wealth Advisors, LLC | 1,426 | $499.9K | 0.07% | −200−12.3% | Reduced |
| J.W. Cole Advisors, Inc. | 1,643 | $501.3K | 0.01% | −600−26.7% | Reduced |
| Sivia Capital Partners, LLC | 1,430 | $501.3K | 0.10% | +340+31.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,433 | $502.2K | 0.06% | −3,029−67.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,433 | $502.3K | 0.09% | +74+5.4% | Added |
| RMB Capital Management, LLC | 1,439 | $504.5K | 0.01% | −75−5.0% | Reduced |
| Crestwood Advisors Group LLC | 1,441 | $505.1K | 0.01% | +383+36.2% | Added |
| Thomasville National Bank | 1,450 | $508.3K | 0.03% | −100−6.5% | Reduced |
| Michael B. Yongue | 1,461 | $512.2K | 0.35% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 1,477 | $517.8K | 0.60% | +1,477 | New |
| Narwhal Capital Management | 1,478 | $518.1K | 0.04% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 1,479 | $518.5K | 0.01% | +1,479 | New |
| RFG Advisory, LLC | 1,483 | $519.9K | 0.01% | −229−13.4% | Reduced |
| Miller Global Investments, LLC | 1,485 | $520.6K | 0.47% | +1,485 | New |
| James Investment Research Inc | 1,488 | $521.6K | 0.06% | −273−15.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,489 | $521.8K | 0.02% | +195+15.1% | Added |
| Impact Investors, Inc | 1,494 | $523.9K | 0.36% | −168−10.1% | Reduced |
| Ameritas Advisory Services, LLC | 1,496 | $524.3K | 0.02% | +1,148+329.9% | Added |
| FNY Investment Advisers, LLC | 1,500 | $525.0K | 0.15% | +1,500 | New |
| Perpetual Ltd | 1,500 | $525.8K | 0.01% | +435+40.8% | Added |
| Eads & Heald Wealth Management | 1,508 | $528.6K | 0.26% | +277+22.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $529.7K | 0.77% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,517 | $531.8K | 0.03% | +1,517 | New |
| CVFG LLC | 1,538 | $539.1K | 0.37% | +123+8.7% | Added |
| PCM Encore, LLC | 1,538 | $539.3K | 0.11% | +1,538 | New |
| VisionPoint Advisory Group, LLC | 1,543 | $540.9K | 0.11% | −255−14.2% | Reduced |
| Fortress Private Ledger, LLC | 1,547 | $542.4K | 0.18% | −297−16.1% | Reduced |
| ISAM Funds (UK) Ltd | 1,551 | $543.7K | 0.20% | −2,471−61.4% | Reduced |
| Sigma Planning Corp | 1,572 | $550.9K | 0.02% | −90−5.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,576 | $552.5K | 0.02% | +1,576 | New |
| Glenview Trust Co | 1,578 | $553.2K | 0.01% | +6+0.4% | Added |
| Fidelis Capital Partners, LLC | 1,578 | $553.2K | 0.04% | +15+1.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,580 | $554.1K | 0.02% | +161+11.3% | Added |
| Revisor Wealth Management LLC | 1,528 | $554.2K | 0.15% | +709+86.6% | Added |
| Clear Creek Financial Management, LLC | 1,586 | $556.0K | 0.05% | +328+26.1% | Added |
| Volterra Technologies LP | 1,611 | $564.7K | 0.58% | +1,131+235.6% | Added |
| Lifeworks Advisors, LLC | 1,614 | $565.8K | 0.07% | +144+9.8% | Added |
| Bryn Mawr Trust Co | 1,621 | $568.2K | 0.01% | −150−8.5% | Reduced |
| Kathmere Capital Management, LLC | 1,628 | $570.8K | 0.04% | +154+10.4% | Added |
| Jacobi Capital Management LLC | 1,631 | $571.6K | 0.03% | −126−7.2% | Reduced |
| Keystone Financial Services | 1,631 | $571.8K | 0.17% | −302−15.6% | Reduced |
| 1st Source Bank | 1,633 | $572.4K | 0.03% | −75−4.4% | Reduced |
| Tranquilli Financial Advisor LLC | 1,633 | $572.4K | 0.33% | +48+3.0% | Added |
| Ruggaard & Associates LLC | 1,644 | $576.3K | 0.23% | 00.0% | Unchanged |
| CX Institutional | 1,646 | $577.0K | 0.02% | −16,720−91.0% | Reduced |
| Vestor Capital, LLC | 1,356 | $577.0K | 0.04% | −990−42.2% | Reduced |
| Evolve Private Wealth, LLC | 1,648 | $577.7K | 0.03% | +1,648 | New |
| Capital Group Private Client Services, Inc. | 1,649 | $578.1K | 0.01% | −2,887−63.6% | Reduced |
| Silver Oak Securities, Inc | 1,658 | $578.3K | 0.04% | +8+0.5% | Added |
| Wealth Alliance | 1,655 | $580.1K | 0.06% | +63+4.0% | Added |
| Burns Matteson Capital Management, LLC | 1,672 | $586.1K | 0.24% | +1,672 | New |
| Ellevest, Inc. | 1,682 | $589.6K | 0.08% | −37−2.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,691 | $592.8K | 0.06% | −71−4.0% | Reduced |
| Detalus Advisors, LLC | 1,692 | $593.1K | 0.14% | −34−2.0% | Reduced |
| Brogan Financial, Inc. | 1,694 | $594.0K | 0.26% | +8+0.5% | Added |
| Indivisible Partners | 1,700 | $596.0K | 0.06% | +1,700 | New |
| Centaurus Financial, Inc. | 1,700 | $596.0K | 0.03% | −1,716−50.2% | Reduced |
| InvesTrust | 1,716 | $601.5K | 0.23% | −43−2.4% | Reduced |
| Austin Private Wealth, LLC | 1,718 | $602.2K | 0.05% | −11−0.6% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,718 | $602.2K | 0.14% | +46+2.8% | Added |
| Brown Brothers Harriman & Co | 1,723 | $604.0K | 0.00% | +402+30.4% | Added |
| MJP Associates Inc | 1,726 | $605.2K | 0.08% | +11+0.6% | Added |
| Canandaigua National Bank & Trust Co | 1,734 | $607.9K | 0.05% | −100−5.5% | Reduced |
| Busey Wealth Management | 1,741 | $610.3K | 0.02% | +10+0.6% | Added |
| Allworth Financial LP | 1,742 | $610.6K | 0.00% | −1,167−40.1% | Reduced |
| Systematic Financial Management LP | 1,745 | $611.7K | 0.01% | +185+11.9% | Added |
| Change Path, LLC | 1,747 | $612.4K | 0.01% | +178+11.3% | Added |
| Aso Group Ltd | 1,748 | $613.0K | 0.24% | +1,748 | New |
| Axxcess Wealth Management, LLC | 1,767 | $619.4K | 0.01% | +384+27.8% | Added |
| Sage Mountain Advisors LLC | 1,782 | $624.7K | 0.03% | −66−3.6% | Reduced |
| Two Sigma Securities, LLC | 1,782 | $624.7K | 0.09% | +1,782 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,948 | $625.4K | 0.43% | +16,948 | New |