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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 5,007 | $1.76M | 0.02% | −244−4.6% | Reduced |
| Integrated Advisors Network LLC | 4,955 | $1.74M | 0.08% | +1,325+36.5% | Added |
| Prelude Capital Management, LLC | 4,918 | $1.72M | 0.13% | +4,918 | New |
| Wealth Enhancement Trust Services, Inc. | 4,908 | $1.72M | 0.22% | +4,908 | New |
| Savant Capital, LLC | 4,886 | $1.71M | 0.01% | +249+5.4% | Added |
| TCW Group Inc | 4,870 | $1.71M | 0.01% | +4,870 | New |
| Granite Harbor Advisors, Inc. | 4,844 | $1.70M | 0.72% | +401+9.0% | Added |
| Ronald Blue Trust, Inc. | 4,830 | $1.69M | 0.02% | −132−2.7% | Reduced |
| Twin City Private Wealth, LLC | 4,767 | $1.67M | 1.26% | +289+6.5% | Added |
| Fulcrum Asset Management LLP | 4,780 | $1.67M | 0.46% | −141−2.9% | Reduced |
| Center for Wealth Management Advisory | 4,739 | $1.66M | 1.22% | +4,739 | New |
| Global Retirement Partners, LLC | 4,728 | $1.66M | 0.03% | +932+24.6% | Added |
| Howard Capital Management Inc. | 4,727 | $1.66M | 0.02% | +2,664+129.1% | Added |
| Maia Wealth LLC | 4,926 | $1.66M | 0.28% | −653−11.7% | Reduced |
| Bailard, Inc. | 4,717 | $1.65M | 0.04% | +632+15.5% | Added |
| Triglav Skladi, D.O.O. | 4,580 | $1.61M | 0.10% | −400−8.0% | Reduced |
| Crux Wealth Advisors | 4,555 | $1.60M | 0.59% | −17−0.4% | Reduced |
| Johnson Investment Counsel Inc | 4,548 | $1.59M | 0.01% | −107−2.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,528 | $1.59M | 0.02% | +1,157+34.3% | Added |
| Lido Advisors, LLC | 4,860 | $1.58M | 0.01% | +510+11.7% | Added |
| Advisory Services Network, LLC | 4,515 | $1.58M | 0.02% | −1,912−29.7% | Reduced |
| Uncommon Cents Investing LLC | 4,515 | $1.58M | 0.38% | +155+3.6% | Added |
| Bragg Financial Advisors, Inc | 4,500 | $1.58M | 0.05% | 00.0% | Unchanged |
| Polianta Ltd | 4,500 | $1.58M | 0.21% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 4,493 | $1.58M | 0.58% | −3,946−46.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 4,460 | $1.56M | 0.50% | −1,088−19.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,438 | $1.56M | 0.24% | +119+2.8% | Added |
| Bartlett & Co. Wealth Management LLC | 4,410 | $1.55M | 0.02% | 00.0% | Unchanged |
| Burney Co | 4,391 | $1.54M | 0.05% | −1,329−23.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 4,358 | $1.53M | 1.36% | −1,022−19.0% | Reduced |
| GeoWealth Management, LLC | 4,345 | $1.52M | 0.06% | −653−13.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 4,345 | $1.52M | 0.11% | −165−3.7% | Reduced |
| LMCG Investments, LLC | 4,326 | $1.52M | 0.09% | −58−1.3% | Reduced |
| 44 Wealth Management LLC | 4,299 | $1.51M | 0.51% | +433+11.2% | Added |
| Coastal Bridge Advisors, LLC | 4,293 | $1.50M | 0.11% | −37−0.9% | Reduced |
| Oak Associates, Ltd | 4,264 | $1.49M | 0.09% | −94−2.2% | Reduced |
| Skopos Labs, Inc. | 4,250 | $1.48M | 0.07% | +2,050+93.2% | Added |
| Intrust Bank NA | 4,159 | $1.46M | 0.12% | +781+23.1% | Added |
| Tufton Capital Management | 4,124 | $1.45M | 0.25% | 00.0% | Unchanged |
| Allen Investment Management LLC | 4,098 | $1.44M | 0.02% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 4,095 | $1.44M | 0.16% | −723−15.0% | Reduced |
| Meeder Advisory Services, Inc. | 4,094 | $1.44M | 0.06% | −127−3.0% | Reduced |
| Solidarilty Wealth, LLC | 4,087 | $1.43M | 0.29% | +4,087 | New |
| SBI Okasan Asset Management Co.Ltd. | 4,100 | $1.43M | 0.08% | +4,100 | New |
| Alpine Woods Capital Investors, LLC | 4,072 | $1.43M | 0.34% | −795−16.3% | Reduced |
| Pensionfund Sabic | 4,050 | $1.42M | 0.39% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,032 | $1.41M | 0.11% | −6,588−62.0% | Reduced |
| Cape Investment Advisory, Inc. | 4,030 | $1.41M | 0.43% | +102+2.6% | Added |
| Wakefield Asset Management LLLP | 4,000 | $1.40M | 0.38% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,979 | $1.39M | 0.03% | +926+30.3% | Added |
| Summit Trail Advisors, LLC | 3,979 | $1.39M | 0.02% | −1,400−26.0% | Reduced |
| Benjamin Edwards Inc | 3,976 | $1.39M | 0.02% | +618+18.4% | Added |
| GAMMA Investing LLC | 3,964 | $1.39M | 0.07% | +1,304+49.0% | Added |
| AMG National Trust Bank | 3,952 | $1.39M | 0.03% | +26+0.7% | Added |
| Tocqueville Asset Management L.P. | 3,946 | $1.38M | 0.02% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,906 | $1.37M | 0.05% | +102+2.7% | Added |
| Smith, Moore & Co. | 3,896 | $1.37M | 0.10% | −6−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 3,885 | $1.36M | 0.03% | +415+12.0% | Added |
| Stance Capital LLC | 3,875 | $1.36M | 0.50% | +3,875 | New |
| Legacy Financial Advisors, Inc. | 3,816 | $1.34M | 0.19% | +1,340+54.1% | Added |
| FRG Family Wealth Advisors LLC | 3,810 | $1.34M | 0.21% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 3,808 | $1.33M | 0.66% | −52−1.3% | Reduced |
| Fiduciary Alliance LLC | 3,806 | $1.33M | 0.09% | −148−3.7% | Reduced |
| Bangor Savings Bank | 3,788 | $1.33M | 0.11% | −597−13.6% | Reduced |
| Cetera Trust Company, N.A | 3,776 | $1.32M | 0.71% | −480−11.3% | Reduced |
| Forum Financial Management, LP | 3,766 | $1.32M | 0.02% | +795+26.8% | Added |
| EFG International AG | 3,739 | $1.31M | 0.03% | +3,739 | New |
| Hofer & Associates. Inc | 3,736 | $1.31M | 0.69% | +2+0.1% | Added |
| Buckingham Strategic Partners | 3,688 | $1.29M | 0.02% | +278+8.2% | Added |
| XTX Topco Ltd | 3,679 | $1.29M | 0.03% | −235−6.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 3,677 | $1.29M | 0.18% | −137−3.6% | Reduced |
| Unique Wealth Strategies, LLC | 3,672 | $1.29M | 0.51% | +165+4.7% | Added |
| Cidel Asset Management Inc | 3,666 | $1.29M | 0.09% | +272+8.0% | Added |
| Twin Tree Management, LP | 3,665 | $1.28M | 0.13% | +3,665 | New |
| Raiffeisen Bank International AG | 3,641 | $1.27M | 0.02% | −157−4.1% | Reduced |
| Profund Advisors LLC | 3,615 | $1.27M | 0.04% | +712+24.5% | Added |
| Pinnacle Associates Ltd | 3,578 | $1.25M | 0.02% | −62−1.7% | Reduced |
| IMA Wealth, Inc. | 3,569 | $1.25M | 0.12% | −191−5.1% | Reduced |
| Erste Asset Management GmbH | 3,508 | $1.25M | 0.01% | −1,503−30.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,546 | $1.24M | 0.04% | +38+1.1% | Added |
| Kornitzer Capital Management Inc | 3,530 | $1.24M | 0.03% | +10+0.3% | Added |
| Asset Dedication, LLC | 3,526 | $1.24M | 0.08% | +880+33.3% | Added |
| Woodline Partners LP | 3,523 | $1.23M | 0.00% | +3,523 | New |
| Dorsey & Whitney Trust CO LLC | 3,520 | $1.23M | 0.07% | +253+7.7% | Added |
| Atlas Capital Advisors LLC | 3,503 | $1.23M | 0.14% | +3,503 | New |
| PKO Investment Management Joint-Stock Co | 3,500 | $1.23M | 0.10% | −1,200−25.5% | Reduced |
| Cary Street Partners Financial LLC | 3,486 | $1.22M | 0.03% | −984−22.0% | Reduced |
| Essex Financial Services, Inc. | 3,481 | $1.22M | 0.07% | −286−7.6% | Reduced |
| Summit Financial, LLC | 3,427 | $1.20M | 0.02% | +599+21.2% | Added |
| Apollon Wealth Management, LLC | 3,415 | $1.20M | 0.02% | −261−7.1% | Reduced |
| Xxi Wealth, LLC | 3,387 | $1.19M | 0.72% | +3,387 | New |
| Intact Investment Management Inc. | 3,370 | $1.18M | 0.03% | −1,240−26.9% | Reduced |
| CAPROCK Group, Inc. | 3,344 | $1.17M | 0.02% | −1,796−34.9% | Reduced |
| Citizens Financial Group Inc | 3,335 | $1.17M | 0.02% | −79−2.3% | Reduced |
| Concurrent Investment Advisors, LLC | 3,334 | $1.17M | 0.01% | +1,122+50.7% | Added |
| Guardian Partners Inc. | 3,412 | $1.16M | 0.09% | −100−2.8% | Reduced |
| SPWM Advisors LLC | 3,295 | $1.15M | 1.11% | +3,295 | New |
| Inkwell Capital LLC | 3,265 | $1.14M | 1.16% | −14−0.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,355 | $1.14M | 0.16% | +220+7.0% | Added |
| Rehmann Capital Advisory Group | 3,184 | $1.12M | 0.06% | −680−17.6% | Reduced |