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 |
|---|---|---|---|---|---|
| Sendero Wealth Management, LLC | 1,794 | $628.9K | 0.07% | −6−0.3% | Reduced |
| Malaga Cove Capital, LLC | 1,805 | $632.7K | 0.22% | −5−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,813 | $635.7K | 0.01% | −35−1.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $637.6K | 0.00% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,830 | $641.7K | 0.05% | +58+3.3% | Added |
| Plancorp, LLC | 1,831 | $641.9K | 0.02% | +215+13.3% | Added |
| Naples Global Advisors, LLC | 1,845 | $646.8K | 0.05% | −169−8.4% | Reduced |
| Garde Capital, Inc. | 1,850 | $648.5K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,854 | $649.9K | 0.03% | −1,009−35.2% | Reduced |
| Taylor Financial Group, Inc. | 1,865 | $653.8K | 0.38% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 1,922 | $657.1K | 0.33% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,880 | $659.0K | 0.15% | +1,880 | New |
| LOM Asset Management Ltd | 1,881 | $659.4K | 0.19% | −90−4.6% | Reduced |
| Frisch Financial Group, Inc. | 1,889 | $662.4K | 0.15% | +8+0.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,896 | $664.6K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,898 | $665.3K | 0.04% | +62+3.4% | Added |
| Terry L. Blaker | 1,914 | $671.0K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group | 1,924 | $674.3K | 0.05% | +275+16.7% | Added |
| Field & Main Bank | 1,934 | $678.0K | 0.20% | +392+25.4% | Added |
| Perennial Investment Advisors, LLC | 1,946 | $682.1K | 0.05% | −7−0.4% | Reduced |
| Exencial Wealth Advisors, LLC | 1,946 | $682.1K | 0.02% | +1,946 | New |
| Meriwether Wealth & Planning, LLC | 1,946 | $682.2K | 0.38% | −23−1.2% | Reduced |
| Nilsine Partners, LLC | 1,959 | $686.9K | 0.06% | +41+2.1% | Added |
| Englebert Financial Advisers, LLC | 1,961 | $687.4K | 0.79% | +1,961 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,963 | $688.1K | 0.05% | +210+12.0% | Added |
| OmniStar Financial Group, Inc. | 1,966 | $689.5K | 0.40% | +378+23.8% | Added |
| Kennedy Capital Management, Inc. | 1,971 | $690.9K | 0.01% | −7−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 1,972 | $691.3K | 0.05% | −150−7.1% | Reduced |
| Apella Capital, LLC | 1,986 | $696.3K | 0.01% | +3+0.2% | Added |
| Ameritas Investment Partners, Inc. | 1,989 | $697.2K | 0.02% | −63−3.1% | Reduced |
| Sumitomo Life Insurance Co | 1,989 | $697.2K | 0.02% | +22+1.1% | Added |
| Barden Capital Management, Inc. | 1,990 | $697.6K | 0.57% | +34+1.7% | Added |
| LRI Investments, LLC | 1,999 | $700.6K | 0.06% | +313+18.6% | Added |
| China Universal Asset Management Co., Ltd. | 2,000 | $701.1K | 0.05% | −1,000−33.3% | Reduced |
| Garrison Point Advisors, LLC | 2,000 | $701.1K | 0.31% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,913 | $701.6K | 0.02% | +373+24.2% | Added |
| EverSource Wealth Advisors, LLC | 2,001 | $701.6K | 0.03% | −63−3.1% | Reduced |
| Frec Markets, Inc. | 2,048 | $718.0K | 0.21% | +2,048 | New |
| Roberts Glore & Co Inc | 2,049 | $718.3K | 0.19% | −146−6.7% | Reduced |
| Everhart Financial Group, Inc. | 2,050 | $718.6K | 0.07% | +920+81.4% | Added |
| Souders Financial Advisors | 2,080 | $729.0K | 0.08% | −115−5.2% | Reduced |
| Longfellow Investment Management Co LLC | 2,084 | $730.5K | 0.16% | +8+0.4% | Added |
| Transcend Wealth Collective, LLC | 2,087 | $731.6K | 0.06% | +426+25.6% | Added |
| Great Valley Advisor Group, Inc. | 2,094 | $733.9K | 0.01% | −139−6.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,094 | $733.9K | 0.01% | −238−10.2% | Reduced |
| Larry Mathis Financial Planning, LLC | 2,100 | $736.2K | 0.65% | +2,100 | New |
| Acropolis Investment Management, LLC | 2,109 | $739.4K | 0.03% | −394−15.7% | Reduced |
| Umb Bank N A | 2,113 | $740.7K | 0.01% | +53+2.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,113 | $740.7K | 0.02% | +711+50.7% | Added |
| Regions Financial Corp | 2,126 | $745.3K | 0.00% | +100+4.9% | Added |
| Ocean Capital Management, LLC | 2,137 | $749.2K | 0.15% | −142−6.2% | Reduced |
| Caption Management, LLC | 2,150 | $753.7K | 0.03% | −1,000−31.7% | Reduced |
| Twin Capital Management Inc | 2,157 | $756.1K | 0.09% | −59−2.7% | Reduced |
| Cigna Investments Inc | 2,163 | $758.0K | 0.11% | −51−2.3% | Reduced |
| Financial Security Advisor, Inc. | 2,183 | $765.3K | 0.15% | −87−3.8% | Reduced |
| Octavia Wealth Advisors, LLC | 2,202 | $770.5K | 0.07% | +306+16.1% | Added |
| Arkadios Wealth Advisors | 2,205 | $773.1K | 0.02% | −77−3.4% | Reduced |
| IPG Investment Advisors LLC | 2,212 | $775.4K | 0.14% | −4,143−65.2% | Reduced |
| Westpac Banking Corp | 2,220 | $778.2K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,223 | $779.3K | 0.01% | −74−3.2% | Reduced |
| Wedbush Securities Inc | 2,225 | $780.0K | 0.02% | −69−3.0% | Reduced |
| Matisse Capital | 2,250 | $788.7K | 0.35% | 00.0% | Unchanged |
| CSS LLC | 2,261 | $792.6K | 0.04% | −639−22.0% | Reduced |
| Walleye Trading LLC | 2,275 | $797.5K | 0.01% | +824+56.8% | Added |
| Verus Financial Partners, Inc. | 2,125 | $800.9K | 0.07% | +457+27.4% | Added |
| Parallel Advisors, LLC | 2,285 | $801.0K | 0.01% | +67+3.0% | Added |
| Mutual Advisors, LLC | 2,290 | $802.8K | 0.02% | +32+1.4% | Added |
| Fiduciary Trust Co | 2,295 | $804.4K | 0.01% | −126−5.2% | Reduced |
| Intellectus Partners, LLC | 2,301 | $806.5K | 0.16% | −450−16.4% | Reduced |
| Integrated Wealth Concepts LLC | 2,305 | $808.0K | 0.01% | −1,707−42.5% | Reduced |
| Shelton Capital Management | 2,305 | $808.0K | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 2,310 | $809.8K | 0.02% | +1,126+95.1% | Added |
| Modern Wealth Management, LLC | 2,330 | $816.6K | 0.01% | +351+17.7% | Added |
| denkapparat Operations GmbH | 2,332 | $817.5K | 0.44% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,345 | $822.0K | 0.00% | −19,535−89.3% | Reduced |
| Barlow Wealth Partners, Inc. | 2,205 | $822.1K | 0.09% | −4−0.2% | Reduced |
| Trueblood Wealth Management, LLC | 2,368 | $830.1K | 0.32% | +12+0.5% | Added |
| Convergence Financial, LLC | 2,371 | $831.3K | 0.12% | +24+1.0% | Added |
| Michels Family Financial, LLC | 2,378 | $833.5K | 0.61% | +72+3.1% | Added |
| Snowden Capital Advisors LLC | 2,391 | $838.4K | 0.02% | −18−0.7% | Reduced |
| Axecap Investments, LLC | 2,396 | $839.9K | 0.52% | −29−1.2% | Reduced |
| Insight Inv LLC | 2,409 | $844.5K | 0.47% | −15−0.6% | Reduced |
| Smithbridge Asset Management Inc | 2,417 | $847.3K | 0.07% | −24−1.0% | Reduced |
| Chicago Capital, LLC | 2,419 | $848.0K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 2,434 | $853.3K | 0.04% | −11−0.4% | Reduced |
| Capstone Investment Advisors, LLC | 2,445 | $857.1K | 0.01% | −5,334−68.6% | Reduced |
| Islay Capital Management, LLC | 2,472 | $866.6K | 0.51% | +2,472 | New |
| Diversify Advisory Services, LLC | 2,336 | $875.6K | 0.03% | +2,336 | New |
| Principle Wealth Partners LLC | 2,499 | $876.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,521 | $883.9K | 0.01% | −344−12.0% | Reduced |
| Permanens Capital L.P. | 2,546 | $892.5K | 0.12% | +2,546 | New |
| Aaron Wealth Advisors | 2,550 | $893.9K | 0.05% | +290+12.8% | Added |
| GTS Securities LLC | 2,552 | $894.6K | 0.03% | +1,465+134.8% | Added |
| Joel Isaacson & Co., LLC | 2,561 | $897.8K | 0.03% | +796+45.1% | Added |
| Sapient Capital LLC | 2,581 | $900.3K | 0.01% | −928−26.4% | Reduced |
| Trust Asset Management LLC | 2,584 | $905.8K | 0.06% | −106−3.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,599 | $911.2K | 0.04% | +322+14.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $911.4K | 0.06% | 00.0% | Unchanged |
| Searle & Co. | 2,606 | $913.5K | 0.24% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,613 | $915.9K | 0.02% | −126−4.6% | Reduced |