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 |
|---|---|---|---|---|---|
| ISAM Funds (UK) Ltd | 1,551 | $543.7K | 0.20% | −2,471−61.4% | Reduced |
| Fortress Private Ledger, LLC | 1,547 | $542.4K | 0.18% | −297−16.1% | Reduced |
| VisionPoint Advisory Group, LLC | 1,543 | $540.9K | 0.11% | −255−14.2% | Reduced |
| PCM Encore, LLC | 1,538 | $539.3K | 0.11% | +1,538 | New |
| CVFG LLC | 1,538 | $539.1K | 0.37% | +123+8.7% | Added |
| Clarius Group, LLC | 1,517 | $531.8K | 0.03% | +1,517 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $529.7K | 0.77% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 1,508 | $528.6K | 0.26% | +277+22.5% | Added |
| Perpetual Ltd | 1,500 | $525.8K | 0.01% | +435+40.8% | Added |
| FNY Investment Advisers, LLC | 1,500 | $525.0K | 0.15% | +1,500 | New |
| Ameritas Advisory Services, LLC | 1,496 | $524.3K | 0.02% | +1,148+329.9% | Added |
| Impact Investors, Inc | 1,494 | $523.9K | 0.36% | −168−10.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,489 | $521.8K | 0.02% | +195+15.1% | Added |
| James Investment Research Inc | 1,488 | $521.6K | 0.06% | −273−15.5% | Reduced |
| Miller Global Investments, LLC | 1,485 | $520.6K | 0.47% | +1,485 | New |
| RFG Advisory, LLC | 1,483 | $519.9K | 0.01% | −229−13.4% | Reduced |
| OpenArc Corporate Advisory, LLC | 1,479 | $518.5K | 0.01% | +1,479 | New |
| Narwhal Capital Management | 1,478 | $518.1K | 0.04% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 1,477 | $517.8K | 0.60% | +1,477 | New |
| Michael B. Yongue | 1,461 | $512.2K | 0.35% | 00.0% | Unchanged |
| Thomasville National Bank | 1,450 | $508.3K | 0.03% | −100−6.5% | Reduced |
| Crestwood Advisors Group LLC | 1,441 | $505.1K | 0.01% | +383+36.2% | Added |
| RMB Capital Management, LLC | 1,439 | $504.5K | 0.01% | −75−5.0% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,433 | $502.3K | 0.09% | +74+5.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,433 | $502.2K | 0.06% | −3,029−67.9% | Reduced |
| Sivia Capital Partners, LLC | 1,430 | $501.3K | 0.10% | +340+31.2% | Added |
| J.W. Cole Advisors, Inc. | 1,643 | $501.3K | 0.01% | −600−26.7% | Reduced |
| Gratus Wealth Advisors, LLC | 1,426 | $499.9K | 0.07% | −200−12.3% | Reduced |
| Larson Financial Group LLC | 1,414 | $495.6K | 0.02% | +630+80.4% | Added |
| Private Trust Co NA | 1,412 | $495.1K | 0.04% | −127−8.3% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,407 | $493.2K | 0.51% | −51−3.5% | Reduced |
| Ballentine Partners, LLC | 1,402 | $491.3K | 0.01% | +4+0.3% | Added |
| AdvisorShares Investments LLC | 1,400 | $490.8K | 0.08% | +1,400 | New |
| SeaCrest Wealth Management, LLC | 1,338 | $490.6K | 0.05% | −55−3.9% | Reduced |
| Richwood Investment Advisors, LLC | 1,442 | $488.8K | 0.35% | −100−6.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,390 | $487.3K | 0.17% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,389 | $486.8K | 0.11% | +37+2.7% | Added |
| Confluence Wealth Services, Inc. | 1,387 | $486.2K | 0.02% | +62+4.7% | Added |
| Centric Wealth Management | 1,416 | $484.0K | 0.10% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,375 | $481.9K | 0.02% | −57−4.0% | Reduced |
| Perigon Wealth Management, LLC | 1,371 | $480.6K | 0.01% | +29+2.2% | Added |
| Unify Financial Advisors | 1,366 | $478.9K | 0.50% | +1,366 | New |
| Stoneridge Investment Partners LLC | 1,353 | $474.0K | 0.33% | +1,353 | New |
| Van Diest Capital, LLC | 1,349 | $472.8K | 0.71% | +1,349 | New |
| Independence Wealth Advisors, LLC | 1,348 | $472.7K | 0.27% | +1,348 | New |
| Hurlow Wealth Management Group, Inc. | 1,346 | $471.8K | 0.12% | +62+4.8% | Added |
| Sagespring Wealth Partners, LLC | 1,341 | $470.1K | 0.01% | +168+14.3% | Added |
| Taylor Hoffman Capital Management LLC | 1,339 | $469.4K | 0.14% | −13−1.0% | Reduced |
| Hardy Reed LLC | 1,335 | $468.0K | 0.03% | +13+1.0% | Added |
| St Germain D J Co Inc | 1,335 | $468.0K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,284 | $466.7K | 0.01% | −181−12.4% | Reduced |
| Salem Investment Counselors Inc | 1,310 | $459.2K | 0.01% | −1−0.1% | Reduced |
| Finward Bancorp | 1,303 | $456.8K | 0.35% | 00.0% | Unchanged |
| Dodge & Cox | 1,300 | $455.7K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,300 | $455.6K | 0.01% | +88+7.3% | Added |
| Naviter Wealth, LLC | 1,295 | $454.0K | 0.06% | −240−15.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,295 | $453.9K | 0.28% | −93−6.7% | Reduced |
| Valmark Advisers, Inc. | 1,291 | $452.6K | 0.01% | −54−4.0% | Reduced |
| Fisher Asset Management, LLC | 1,290 | $452.3K | 0.00% | −82−6.0% | Reduced |
| Avise Financial Cooperative, Inc. | 1,288 | $451.5K | 0.41% | +1,288 | New |
| Dearborn Partners LLC | 1,281 | $449.1K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,281 | $449.1K | 0.11% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,280 | $448.8K | 0.12% | +1,280 | New |
| J Hagan Capital, Inc. | 1,268 | $444.5K | 0.25% | −50−3.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 1,254 | $439.8K | 0.15% | −20−1.6% | Reduced |
| Prospera Financial Services Inc | 1,247 | $439.1K | 0.01% | −53−4.1% | Reduced |
| Shufro Rose & Co LLC | 1,250 | $438.2K | 0.03% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,249 | $437.8K | 0.01% | +33+2.7% | Added |
| Wesbanco Bank Inc | 1,247 | $437.1K | 0.01% | −11−0.9% | Reduced |
| Waddell & Associates, LLC | 1,241 | $435.0K | 0.03% | +32+2.6% | Added |
| Donaldson Capital Management, LLC | 1,234 | $432.5K | 0.01% | −40−3.1% | Reduced |
| Wheelhouse Advisory Group LLC | 1,237 | $431.5K | 0.16% | −127−9.3% | Reduced |
| Jump Financial, LLC | 1,229 | $430.8K | 0.01% | −3,167−72.0% | Reduced |
| Miracle Mile Advisors, LLC | 1,229 | $430.7K | 0.01% | −168−12.0% | Reduced |
| Legacy Capital Group California, Inc. | 1,228 | $430.5K | 0.10% | +11+0.9% | Added |
| Pictet & Cie (Europe) SA | 1,225 | $429.4K | 0.01% | +45+3.8% | Added |
| Stratos Wealth Advisors, LLC | 1,222 | $428.4K | 0.02% | −36−2.9% | Reduced |
| Western Wealth Management, LLC | 1,222 | $428.3K | 0.02% | +292+31.4% | Added |
| Simplicity Wealth,LLC | 1,220 | $427.6K | 0.03% | +203+20.0% | Added |
| Fielder Capital Group LLC | 1,216 | $426.3K | 0.09% | +30+2.5% | Added |
| Evermay Wealth Management LLC | 1,215 | $425.9K | 0.05% | −72−5.6% | Reduced |
| HORAN Wealth, LLC | 1,213 | $425.3K | 0.07% | +20+1.7% | Added |
| Stableford Capital II LLC | 1,205 | $422.4K | 0.15% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,200 | $420.7K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,198 | $420.0K | 0.03% | −8−0.7% | Reduced |
| Heritage Wealth Management, Inc. | 1,196 | $419.2K | 0.12% | −40−3.2% | Reduced |
| National Asset Management, Inc. | 1,195 | $418.8K | 0.02% | +15+1.3% | Added |
| Capital Investment Advisors, LLC | 1,194 | $418.7K | 0.01% | +267+28.8% | Added |
| Federated Hermes, Inc. | 1,191 | $417.5K | 0.00% | −50−4.0% | Reduced |
| Conning Inc. | 1,184 | $415.1K | 0.01% | −143−10.8% | Reduced |
| Weinberger Asset Management, Inc | 1,180 | $413.6K | 0.15% | +19+1.6% | Added |
| Marex Group plc | 1,170 | $410.1K | 0.00% | −330−22.0% | Reduced |
| Resonant Capital Advisors, LLC | 1,162 | $407.3K | 0.02% | +250+27.4% | Added |
| Monarch Capital Management Inc | 1,153 | $404.2K | 0.10% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,150 | $403.1K | 0.04% | −375−24.6% | Reduced |
| Client 1st Advisory Group, LLC | 1,145 | $401.4K | 0.13% | −31−2.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,125 | $394.4K | 0.01% | −17−1.5% | Reduced |
| Cardiff Park Advisors, LLC | 1,118 | $391.9K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,116 | $391.4K | 0.09% | −12−1.1% | Reduced |
| Tempo Wealth, LLC | 1,114 | $390.6K | 0.07% | +1,114 | New |