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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 8,764 | $3.07M | 0.02% | +155+1.8% | Added |
| New Age Alpha Advisors, LLC | 8,752 | $3.07M | 0.13% | +590+7.2% | Added |
| Banco Santander, S.A. | 8,682 | $3.04M | 0.02% | −330−3.7% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,670 | $3.04M | 0.14% | +8,670 | New |
| E. Ohman J:or Asset Management AB | 8,647 | $3.03M | 0.07% | −697−7.5% | Reduced |
| Adviser Investments LLC | 8,614 | $3.02M | 0.03% | −39,123−82.0% | Reduced |
| Farther Finance Advisors, LLC | 8,607 | $3.02M | 0.03% | +4,517+110.4% | Added |
| Omers Administration Corp | 8,472 | $2.97M | 0.02% | 00.0% | Unchanged |
| Groupama Asset Managment | 8,424 | $2.95M | 0.04% | −23−0.3% | Reduced |
| MidFirst Bank | 8,964 | $2.95M | 0.23% | +8,964 | New |
| Laird Norton Trust Company, LLC | 8,329 | $2.92M | 0.06% | +8,329 | New |
| Voya Financial Advisors, Inc. | 8,300 | $2.89M | 0.28% | −576−6.5% | Reduced |
| Tandem Capital Management Corp | 8,210 | $2.88M | 1.31% | +110+1.4% | Added |
| Hancock Whitney Corp | 8,198 | $2.87M | 0.05% | +201+2.5% | Added |
| Vise Technologies, Inc. | 8,088 | $2.84M | 0.06% | +1,359+20.2% | Added |
| Kestra Private Wealth Services, LLC | 8,051 | $2.82M | 0.04% | +298+3.8% | Added |
| Eagle Rock Investment Company, LLC | 8,008 | $2.81M | 0.40% | −384−4.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $2.80M | 0.76% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,978 | $2.80M | 0.13% | −1,529−16.1% | Reduced |
| Arnhold LLC | 7,899 | $2.77M | 0.21% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7,849 | $2.75M | 0.03% | +96+1.2% | Added |
| Equitable Trust Co | 7,849 | $2.75M | 0.12% | −162−2.0% | Reduced |
| North Dakota State Investment Board | 7,756 | $2.72M | 0.10% | +7,756 | New |
| Zurich Insurance Group Ltd | 7,700 | $2.70M | 0.02% | +7,700 | New |
| English Capital Management LLC | 7,682 | $2.69M | 1.68% | 00.0% | Unchanged |
| Tobam | 7,627 | $2.67M | 0.66% | +383+5.3% | Added |
| Signal Advisors Wealth, LLC | 7,605 | $2.67M | 0.21% | +1,176+18.3% | Added |
| Community Bank, N.A. | 7,553 | $2.65M | 0.31% | −1,342−15.1% | Reduced |
| Family Legacy, Inc. | 7,439 | $2.61M | 0.78% | +55+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 7,432 | $2.61M | 0.09% | +286+4.0% | Added |
| Unison Advisors LLC | 7,398 | $2.59M | 0.23% | +35+0.5% | Added |
| Radnor Capital Management, LLC | 7,370 | $2.58M | 0.38% | −160−2.1% | Reduced |
| Merit Financial Group, LLC | 7,290 | $2.56M | 0.02% | +318+4.6% | Added |
| Warren Averett Asset Management, LLC | 7,213 | $2.53M | 0.02% | +627+9.5% | Added |
| Jane Street Group, LLC | 7,137 | $2.50M | 0.00% | −186,978−96.3% | Reduced |
| BKD Wealth Advisors, LLC | 7,109 | $2.49M | 0.05% | −677−8.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,102 | $2.49M | 0.03% | −75−1.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,063 | $2.48M | 0.12% | +382+5.7% | Added |
| Pinebridge Investments LLC | 7,062 | $2.48M | 0.02% | +7,062 | New |
| RDA Financial Network | 6,892 | $2.42M | 0.58% | −11−0.2% | Reduced |
| Ami Investment Management Inc | 6,856 | $2.40M | 0.54% | +283+4.3% | Added |
| Vontobel Holding Ltd. | 6,842 | $2.40M | 0.01% | +1,023+17.6% | Added |
| HF Advisory Group, LLC | 6,767 | $2.37M | 0.83% | −1,283−15.9% | Reduced |
| TD Waterhouse Canada Inc. | 6,756 | $2.37M | 0.01% | −1,644−19.6% | Reduced |
| Group One Trading, L.P. | 6,738 | $2.36M | 0.07% | −10,096−60.0% | Reduced |
| Heartland Advisors Inc | 6,686 | $2.34M | 0.13% | +6,686 | New |
| Tema ETFs LLC | 6,671 | $2.34M | 0.18% | −323−4.6% | Reduced |
| Peapack Gladstone Financial Corp | 6,662 | $2.33M | 0.03% | −406−5.7% | Reduced |
| Edmp, Inc. | 6,635 | $2.33M | 1.91% | −249−3.6% | Reduced |
| Squarepoint Ops LLC | 6,536 | $2.29M | 0.00% | −244,219−97.4% | Reduced |
| Round Rock Advisors, LLC | 6,431 | $2.25M | 0.34% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 6,004 | $2.23M | 0.05% | −1,736−22.4% | Reduced |
| Close Asset Management Ltd | 6,341 | $2.22M | 0.05% | −482−7.1% | Reduced |
| Caisse des Depots Et Consignations | 6,293 | $2.21M | 0.05% | +4,326+219.9% | Added |
| Legato Capital Management LLC | 6,286 | $2.20M | 0.19% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,284 | $2.20M | 0.01% | −77−1.2% | Reduced |
| SRS Capital Advisors, Inc. | 6,401 | $2.19M | 0.06% | −10,806−62.8% | Reduced |
| Blume Capital Management, Inc. | 6,185 | $2.17M | 0.40% | +40+0.7% | Added |
| Dynamic Advisor Solutions LLC | 6,170 | $2.16M | 0.07% | +115+1.9% | Added |
| Paralel Advisors LLC | 6,150 | $2.16M | 0.08% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,043 | $2.12M | 0.08% | −4,761−44.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,029 | $2.11M | 0.55% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,025 | $2.11M | 0.02% | +287+5.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,004 | $2.10M | 0.10% | +3,562+145.9% | Added |
| Shay Capital LLC | 6,000 | $2.10M | 0.34% | −10,250−63.1% | Reduced |
| MUFG Securities Americas Inc. | 5,987 | $2.10M | 0.13% | −86−1.4% | Reduced |
| Old National Bancorp | 5,983 | $2.10M | 0.03% | +47+0.8% | Added |
| Lighthouse Financial Services Inc | 5,980 | $2.10M | 0.48% | +5,980 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,951 | $2.09M | 0.13% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 5,887 | $2.06M | 0.01% | −281−4.6% | Reduced |
| Coldstream Capital Management Inc | 5,883 | $2.06M | 0.03% | −91−1.5% | Reduced |
| Beacon Pointe Advisors, LLC | 5,842 | $2.05M | 0.01% | +541+10.2% | Added |
| Huntington National Bank | 5,816 | $2.04M | 0.01% | −1,288−18.1% | Reduced |
| Bull Street Advisors, LLC | 5,684 | $1.99M | 0.93% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,620 | $1.97M | 0.01% | +231+4.3% | Added |
| Earnest Partners LLC | 5,549 | $1.95M | 0.01% | −458−7.6% | Reduced |
| HighPoint Advisor Group LLC | 5,502 | $1.93M | 0.04% | +961+21.2% | Added |
| Vista Investment Management | 5,469 | $1.92M | 0.63% | −60−1.1% | Reduced |
| Power Wealth Management LLC | 5,454 | $1.91M | 0.67% | +443+8.8% | Added |
| Coastline Trust Co | 5,436 | $1.91M | 0.18% | −198−3.5% | Reduced |
| Commerzbank Aktiengesellschaft | 5,431 | $1.90M | 0.04% | +2,471+83.5% | Added |
| RSM US Wealth Management LLC | 5,452 | $1.90M | 0.02% | +1,107+25.5% | Added |
| Castleview Partners, LLC | 5,406 | $1.90M | 0.94% | −1,237−18.6% | Reduced |
| Palouse Capital Management, Inc. | 5,396 | $1.89M | 1.21% | −696−11.4% | Reduced |
| Toth Financial Advisory Corp | 5,388 | $1.89M | 0.21% | +46+0.9% | Added |
| YHB Investment Advisors, Inc. | 5,347 | $1.87M | 0.13% | −123−2.2% | Reduced |
| Callan Family Office, LLC | 5,337 | $1.87M | 0.04% | +1,601+42.9% | Added |
| EP Wealth Advisors, LLC | 5,335 | $1.87M | 0.01% | +5,335 | New |
| J. Safra Sarasin Holding AG | 5,285 | $1.85M | 0.03% | −9,116−63.3% | Reduced |
| Everence Capital Management Inc | 5,284 | $1.85M | 0.11% | −1,138−17.7% | Reduced |
| Stonebridge Capital Advisors LLC | 5,244 | $1.84M | 0.13% | −195−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,227 | $1.83M | 0.04% | +3,420+189.3% | Added |
| Ossiam | 5,186 | $1.82M | 0.04% | −4,455−46.2% | Reduced |
| Legacy Trust | 5,183 | $1.82M | 0.34% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 5,137 | $1.80M | 0.07% | +5,137 | New |
| KCM Investment Advisors LLC | 5,135 | $1.80M | 0.06% | −99−1.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 5,134 | $1.80M | 0.31% | −569−10.0% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 5,133 | $1.80M | 1.89% | +757+17.3% | Added |
| Keudell/Morrison Wealth Management | 5,033 | $1.76M | 0.37% | +5,033 | New |
| Blair William & Co | 5,029 | $1.76M | 0.00% | −1,158−18.7% | Reduced |