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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 2,624 | $919.8K | 0.00% | −178−6.4% | Reduced |
| Heritage Wealth Advisors | 2,631 | $922.3K | 0.04% | −162−5.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,637 | $924.4K | 0.07% | −25−0.9% | Reduced |
| Krilogy Financial LLC | 2,471 | $931.5K | 0.03% | +657+36.2% | Added |
| Bedel Financial Consulting, Inc. | 2,678 | $938.7K | 0.10% | +427+19.0% | Added |
| NewEdge Wealth, LLC | 2,684 | $940.7K | 0.01% | +2,684 | New |
| Mission Wealth Management, LP | 2,715 | $951.6K | 0.02% | −161−5.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,729 | $956.7K | 0.03% | +3+0.1% | Added |
| Brookstone Capital Management | 2,744 | $961.7K | 0.01% | +704+34.5% | Added |
| First National Bank of Hutchinson | 2,745 | $962.3K | 0.56% | +2,745 | New |
| LS Investment Advisors, LLC | 2,767 | $970.0K | 0.14% | −383−12.2% | Reduced |
| Quadrant Capital Group LLC | 2,767 | $970.0K | 0.03% | −10−0.4% | Reduced |
| Strong Retirement Solutions LLC | 2,767 | $970.0K | 0.65% | +2,767 | New |
| Frank, Rimerman Advisors LLC | 2,791 | $978.4K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,819 | $988.2K | 0.02% | +1,140+67.9% | Added |
| Grove Bank & Trust | 2,823 | $989.6K | 0.11% | −403−12.5% | Reduced |
| Institute for Wealth Management, LLC. | 2,823 | $989.6K | 0.10% | −8−0.3% | Reduced |
| Cypress Advisory Group LLC | 2,830 | $992.1K | 0.73% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 2,835 | $993.8K | 0.04% | +1,664+142.1% | Added |
| Fideuram Asset Management (Ireland) dac | 2,543 | $994.2K | 0.08% | +2,543 | New |
| Independent Advisor Alliance | 2,839 | $995.4K | 0.02% | −106−3.6% | Reduced |
| Foundations Investment Advisors, LLC | 2,843 | $996.6K | 0.01% | +159+5.9% | Added |
| Pallas Capital Advisors LLC | 2,849 | $998.9K | 0.03% | −94−3.2% | Reduced |
| AlphaCore Capital LLC | 2,850 | $999.0K | 0.02% | +1,779+166.1% | Added |
| Wealthspire Advisors, LLC | 2,890 | $1.01M | 0.01% | +1,948+206.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,901 | $1.02M | 0.11% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,904 | $1.02M | 0.06% | +235+8.8% | Added |
| Ritter Daniher Financial Advisory LLC | 2,908 | $1.02M | 0.17% | −292−9.1% | Reduced |
| Plato Investment Management Ltd | 2,910 | $1.03M | 0.07% | −299−9.3% | Reduced |
| Moody National Bank Trust Division | 2,935 | $1.03M | 0.10% | −1,542−34.4% | Reduced |
| Bokf, NA | 2,941 | $1.03M | 0.02% | −4,704−61.5% | Reduced |
| Ritholtz Wealth Management | 2,954 | $1.04M | 0.02% | −180−5.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,967 | $1.04M | 0.03% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,975 | $1.04M | 0.02% | +277+10.3% | Added |
| Merrion Investment Management Co, LLC | 2,975 | $1.04M | 0.56% | +2,975 | New |
| Aviso Financial Inc. | 2,994 | $1.05M | 0.04% | +2,994 | New |
| Old Point Trust & Financial Services N A | 3,002 | $1.05M | 0.33% | +115+4.0% | Added |
| Wealthcare Advisory Partners LLC | 3,049 | $1.07M | 0.02% | −450−12.9% | Reduced |
| AE Wealth Management LLC | 3,058 | $1.07M | 0.01% | +468+18.1% | Added |
| Stock Yards Bank & Trust Co | 3,067 | $1.08M | 0.03% | −253−7.6% | Reduced |
| Smartleaf Asset Management LLC | 3,093 | $1.08M | 0.04% | +601+24.1% | Added |
| DGS Capital Management, LLC | 3,086 | $1.08M | 0.19% | +151+5.1% | Added |
| Alps Advisors Inc | 3,088 | $1.08M | 0.01% | +10+0.3% | Added |
| Wealth Architects, LLC | 3,099 | $1.09M | 0.10% | +9+0.3% | Added |
| Sentry LLC | 3,125 | $1.10M | 0.30% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,125 | $1.10M | 0.05% | +39+1.3% | Added |
| Greenfield Savings Bank | 3,127 | $1.10M | 0.46% | −191−5.8% | Reduced |
| Tweedy, Browne Co LLC | 3,128 | $1.10M | 0.09% | +432+16.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 3,145 | $1.10M | 0.10% | −2,899−48.0% | Reduced |
| Peoples Bank | 3,132 | $1.10M | 1.10% | −65−2.0% | Reduced |
| Knollwood Investment Advisory, LLC | 3,137 | $1.10M | 0.10% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 3,171 | $1.11M | 0.00% | −60−1.9% | Reduced |
| Clear Harbor Asset Management, LLC | 3,174 | $1.11M | 0.08% | −1,222−27.8% | Reduced |
| Todd Asset Management LLC | 3,182 | $1.12M | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,183 | $1.12M | 0.05% | −6−0.2% | Reduced |
| Ascent Group, LLC | 3,188 | $1.12M | 0.04% | −188−5.6% | Reduced |
| Rehmann Capital Advisory Group | 3,184 | $1.12M | 0.06% | −680−17.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,355 | $1.14M | 0.16% | +220+7.0% | Added |
| Inkwell Capital LLC | 3,265 | $1.14M | 1.16% | −14−0.4% | Reduced |
| SPWM Advisors LLC | 3,295 | $1.15M | 1.11% | +3,295 | New |
| Guardian Partners Inc. | 3,412 | $1.16M | 0.09% | −100−2.8% | Reduced |
| Concurrent Investment Advisors, LLC | 3,334 | $1.17M | 0.01% | +1,122+50.7% | Added |
| Citizens Financial Group Inc | 3,335 | $1.17M | 0.02% | −79−2.3% | Reduced |
| CAPROCK Group, Inc. | 3,344 | $1.17M | 0.02% | −1,796−34.9% | Reduced |
| Intact Investment Management Inc. | 3,370 | $1.18M | 0.03% | −1,240−26.9% | Reduced |
| Xxi Wealth, LLC | 3,387 | $1.19M | 0.72% | +3,387 | New |
| Apollon Wealth Management, LLC | 3,415 | $1.20M | 0.02% | −261−7.1% | Reduced |
| Summit Financial, LLC | 3,427 | $1.20M | 0.02% | +599+21.2% | Added |
| Essex Financial Services, Inc. | 3,481 | $1.22M | 0.07% | −286−7.6% | Reduced |
| Cary Street Partners Financial LLC | 3,486 | $1.22M | 0.03% | −984−22.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,500 | $1.23M | 0.10% | −1,200−25.5% | Reduced |
| Atlas Capital Advisors LLC | 3,503 | $1.23M | 0.14% | +3,503 | New |
| Dorsey & Whitney Trust CO LLC | 3,520 | $1.23M | 0.07% | +253+7.7% | Added |
| Woodline Partners LP | 3,523 | $1.23M | 0.00% | +3,523 | New |
| Asset Dedication, LLC | 3,526 | $1.24M | 0.08% | +880+33.3% | Added |
| Kornitzer Capital Management Inc | 3,530 | $1.24M | 0.03% | +10+0.3% | Added |
| Fifth Third Wealth Advisors LLC | 3,546 | $1.24M | 0.04% | +38+1.1% | Added |
| Erste Asset Management GmbH | 3,508 | $1.25M | 0.01% | −1,503−30.0% | Reduced |
| IMA Wealth, Inc. | 3,569 | $1.25M | 0.12% | −191−5.1% | Reduced |
| Pinnacle Associates Ltd | 3,578 | $1.25M | 0.02% | −62−1.7% | Reduced |
| Profund Advisors LLC | 3,615 | $1.27M | 0.04% | +712+24.5% | Added |
| Raiffeisen Bank International AG | 3,641 | $1.27M | 0.02% | −157−4.1% | Reduced |
| Twin Tree Management, LP | 3,665 | $1.28M | 0.13% | +3,665 | New |
| Cidel Asset Management Inc | 3,666 | $1.29M | 0.09% | +272+8.0% | Added |
| Unique Wealth Strategies, LLC | 3,672 | $1.29M | 0.51% | +165+4.7% | Added |
| Gluskin Sheff & Assoc Inc | 3,677 | $1.29M | 0.18% | −137−3.6% | Reduced |
| XTX Topco Ltd | 3,679 | $1.29M | 0.03% | −235−6.0% | Reduced |
| Buckingham Strategic Partners | 3,688 | $1.29M | 0.02% | +278+8.2% | Added |
| Hofer & Associates. Inc | 3,736 | $1.31M | 0.69% | +2+0.1% | Added |
| EFG International AG | 3,739 | $1.31M | 0.03% | +3,739 | New |
| Forum Financial Management, LP | 3,766 | $1.32M | 0.02% | +795+26.8% | Added |
| Cetera Trust Company, N.A | 3,776 | $1.32M | 0.71% | −480−11.3% | Reduced |
| Bangor Savings Bank | 3,788 | $1.33M | 0.11% | −597−13.6% | Reduced |
| Fiduciary Alliance LLC | 3,806 | $1.33M | 0.09% | −148−3.7% | Reduced |
| Cornercap Investment Counsel Inc | 3,808 | $1.33M | 0.66% | −52−1.3% | Reduced |
| FRG Family Wealth Advisors LLC | 3,810 | $1.34M | 0.21% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,816 | $1.34M | 0.19% | +1,340+54.1% | Added |
| Stance Capital LLC | 3,875 | $1.36M | 0.50% | +3,875 | New |
| Valeo Financial Advisors, LLC | 3,885 | $1.36M | 0.03% | +415+12.0% | Added |
| Smith, Moore & Co. | 3,896 | $1.37M | 0.10% | −6−0.2% | Reduced |