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 |
|---|---|---|---|---|---|
| Balentine LLC | 1,111 | $389.5K | 0.01% | +1,111 | New |
| Haverford Trust Co | 1,110 | $389.1K | 0.00% | +3+0.3% | Added |
| Evergreen Capital Management LLC | 1,108 | $388.4K | 0.01% | +138+14.2% | Added |
| Catalytic Wealth RIA, LLC | 1,104 | $387.0K | 0.01% | −1,860−62.8% | Reduced |
| Horizon Bancorp Inc | 1,105 | $387.0K | 0.19% | −236−17.6% | Reduced |
| Los Angeles Capital Management LLC | 1,201 | $386.7K | 0.00% | −50−4.0% | Reduced |
| 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 |
| Willner & Heller, LLC | 1,096 | $384.1K | 0.28% | +6+0.6% | Added |
| Perbak Capital Partners LLP | 1,094 | $383.5K | 0.12% | +1,094 | New |
| CWA Asset Management Group, LLC | 1,091 | $382.5K | 0.01% | +62+6.0% | Added |
| Meritage Portfolio Management | 1,090 | $382.1K | 0.03% | −77−6.6% | Reduced |
| King Wealth | 1,087 | $381.0K | 0.05% | −6−0.5% | Reduced |
| Golden State Equity Partners | 1,084 | $380.0K | 0.06% | −1,592−59.5% | Reduced |
| Flputnam Investment Management Co | 1,083 | $379.6K | 0.01% | −1,738−61.6% | Reduced |
| Wilian Securities, LLC | 1,081 | $379.0K | 0.41% | +1,081 | New |
| Gryphon Financial Partners LLC | 1,081 | $378.9K | 0.04% | +75+7.5% | Added |
| Wealthquest Corp | 1,076 | $377.2K | 0.03% | +1,076 | New |
| Generali Investments, Management Co LLC | 1,072 | $375.8K | 0.07% | −950−47.0% | Reduced |
| Northern Financial Advisors Inc | 1,067 | $374.0K | 0.43% | −643−37.6% | Reduced |
| Kuhn & Co Investment Counsel | 1,067 | $374.0K | 0.25% | +67+6.7% | Added |
| Sara-Bay Financial | 1,072 | $373.9K | 0.11% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,064 | $373.0K | 0.01% | +347+48.4% | Added |
| Whalen Wealth Management Inc. | 1,064 | $373.0K | 0.20% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,060 | $371.8K | 0.01% | +176+19.9% | Added |
| Sompo Asset Management Co., Ltd. | 1,060 | $371.6K | 0.06% | +10+1.0% | Added |
| Cim Investment Mangement Inc | 1,053 | $369.1K | 0.10% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,052 | $368.8K | 0.12% | +41+4.1% | Added |
| Independence Bank of Kentucky | 1,046 | $366.7K | 0.05% | −53−4.8% | Reduced |
| MCF Advisors LLC | 1,044 | $366.1K | 0.02% | +777+291.0% | Added |
| Central Trust Co | 1,044 | $366.0K | 0.01% | −470−31.0% | Reduced |
| Hilton Head Capital Partners, LLC | 1,041 | $364.9K | 0.21% | +1,041 | New |
| Kelly Financial Group LLC | 1,040 | $364.6K | 0.09% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,039 | $364.3K | 0.05% | −45−4.2% | Reduced |
| Global Trust Asset Management, LLC | 1,038 | $363.9K | 0.14% | −158−13.2% | Reduced |
| Edgestream Partners, L.P. | 1,037 | $363.5K | 0.01% | +51+5.2% | 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 |
| Massmutual Trust Co FSB | 1,035 | $362.8K | 0.01% | +260+33.5% | Added |
| Goelzer Investment Management, Inc. | 1,032 | $361.8K | 0.02% | −20−1.9% | Reduced |
| Claris Financial LLC | 1,020 | $357.7K | 0.19% | −1−0.1% | Reduced |
| Natural Investments, LLC | 1,018 | $356.0K | 0.09% | −4−0.4% | Reduced |
| ICW Investment Advisors LLC | 1,014 | $355.5K | 0.13% | −1−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,011 | $354.5K | 0.02% | +29+3.0% | Added |
| Capital International Sarl | 1,011 | $354.4K | 0.01% | 00.0% | Unchanged |
| Adams Wealth Management | 1,001 | $351.1K | 0.07% | 00.0% | Unchanged |
| CacheTech Inc. | 1,001 | $351.1K | 0.07% | 00.0% | Unchanged |
| 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 |
| LongView Wealth Management | 930 | $348.6K | 0.08% | +4+0.4% | Added |
| Winebrenner Capital Management LLC | 991 | $347.4K | 0.23% | +991 | New |
| Virtue Capital Management, LLC | 980 | $347.2K | 0.05% | −9,134−90.3% | Reduced |
| Marathon Capital Management | 990 | $347.0K | 0.07% | +41+4.3% | Added |
| West Family Investments, Inc. | 982 | $344.2K | 0.08% | −222−18.4% | Reduced |
| Savvy Advisors, Inc. | 979 | $343.3K | 0.01% | +30+3.2% | Added |
| First Bank & Trust | 979 | $343.2K | 0.06% | +212+27.6% | Added |
| Bank of Nova Scotia Trust Co | 977 | $342.5K | 0.03% | +199+25.6% | Added |
| Keel Point, LLC | 972 | $340.9K | 0.02% | +88+10.0% | Added |
| First Financial Corp | 971 | $340.4K | 0.13% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 967 | $339.0K | 0.06% | +967 | New |
| Hengehold Capital Management LLC | 966 | $338.8K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 964 | $337.9K | 0.02% | +964 | New |
| Capital Asset Advisory Services LLC | 909 | $337.4K | 0.01% | +909 | New |
| Oath Planning, LLC | 960 | $336.4K | 0.33% | +960 | New |
| Accredited Investors Inc. | 953 | $334.1K | 0.02% | −180−15.9% | Reduced |
| SmartHarvest Portfolios, LLC | 952 | $333.7K | 0.12% | +952 | New |
| Circle Wealth Management, LLC | 951 | $333.4K | 0.01% | +29+3.1% | Added |
| AdvisorNet Financial, Inc | 950 | $333.0K | 0.02% | +25+2.7% | Added |
| Systematic Alpha Investments, LLC | 947 | $332.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 946 | $331.6K | 0.03% | −72−7.1% | Reduced |
| Stillwater Capital Advisors, LLC | 946 | $331.6K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 944 | $330.9K | 0.04% | −312−24.8% | Reduced |
| Beck Mack & Oliver LLC | 943 | $330.6K | 0.01% | +212+29.0% | Added |
| Stanley-Laman Group, Ltd. | 938 | $328.8K | 0.04% | +272+40.8% | Added |
| Cornerstone Wealth Management, LLC | 935 | $327.9K | 0.02% | +935 | New |
| Farmers Trust Co | 935 | $327.8K | 0.05% | −40−4.1% | Reduced |
| LRT Capital Management, LLC | 931 | $326.4K | 0.28% | +931 | New |
| Atlanta Consulting Group Advisors, LLC | 931 | $326.4K | 0.07% | +931 | New |
| First Western Trust Bank | 929 | $325.7K | 0.02% | +2+0.2% | Added |
| First Financial Bank - Trust Division | 925 | $324.3K | 0.03% | −37−3.8% | Reduced |
| Qtron Investments LLC | 924 | $323.9K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 923 | $323.7K | 0.02% | −256−21.7% | Reduced |
| Bell Investment Advisors, Inc | 923 | $323.5K | 0.05% | −19−2.0% | Reduced |
| Waterloo Capital, L.P. | 922 | $323.2K | 0.02% | +136+17.3% | Added |
| Baxter Bros Inc | 921 | $322.9K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 920 | $322.5K | 0.00% | −168−15.4% | Reduced |
| Sound Income Strategies, LLC | 859 | $322.0K | 0.02% | +19+2.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 918 | $321.9K | 0.03% | +60+7.0% | Added |
| Chapman Financial Group, LLC | 917 | $321.5K | 0.22% | −260−22.1% | Reduced |
| Everett Harris & Co | 911 | $319.4K | 0.00% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 910 | $319.1K | 0.05% | −668−42.3% | Reduced |
| Berkshire Asset Management LLC | 910 | $319.0K | 0.01% | −126−12.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 906 | $318.0K | 0.12% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 907 | $317.9K | 0.07% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 906 | $317.7K | 0.00% | −111−10.9% | Reduced |
| Midwest Trust Co | 898 | $314.8K | 0.00% | +40+4.7% | Added |
| Aster Capital Management (DIFC) Ltd | 898 | $314.8K | 0.14% | +898 | New |
| Campion Asset Management LLC | 895 | $313.7K | 0.22% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 894 | $313.4K | 0.23% | +41+4.8% | Added |
| Kapstone Financial Advisors LLC | 894 | $313.4K | 0.16% | −239−21.1% | Reduced |