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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 3,188 | $1.12M | 0.04% | −188−5.6% | Reduced |
| Csenge Advisory Group | 3,183 | $1.12M | 0.05% | −6−0.2% | Reduced |
| Todd Asset Management LLC | 3,182 | $1.12M | 0.02% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,174 | $1.11M | 0.08% | −1,222−27.8% | Reduced |
| Clearbridge Investments, LLC | 3,171 | $1.11M | 0.00% | −60−1.9% | Reduced |
| Knollwood Investment Advisory, LLC | 3,137 | $1.10M | 0.10% | 00.0% | Unchanged |
| Peoples Bank | 3,132 | $1.10M | 1.10% | −65−2.0% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 3,145 | $1.10M | 0.10% | −2,899−48.0% | Reduced |
| Tweedy, Browne Co LLC | 3,128 | $1.10M | 0.09% | +432+16.0% | Added |
| Greenfield Savings Bank | 3,127 | $1.10M | 0.46% | −191−5.8% | Reduced |
| Leavell Investment Management, Inc. | 3,125 | $1.10M | 0.05% | +39+1.3% | Added |
| Sentry LLC | 3,125 | $1.10M | 0.30% | 00.0% | Unchanged |
| Wealth Architects, LLC | 3,099 | $1.09M | 0.10% | +9+0.3% | Added |
| Alps Advisors Inc | 3,088 | $1.08M | 0.01% | +10+0.3% | Added |
| DGS Capital Management, LLC | 3,086 | $1.08M | 0.19% | +151+5.1% | Added |
| Smartleaf Asset Management LLC | 3,093 | $1.08M | 0.04% | +601+24.1% | Added |
| Stock Yards Bank & Trust Co | 3,067 | $1.08M | 0.03% | −253−7.6% | Reduced |
| AE Wealth Management LLC | 3,058 | $1.07M | 0.01% | +468+18.1% | Added |
| Wealthcare Advisory Partners LLC | 3,049 | $1.07M | 0.02% | −450−12.9% | Reduced |
| Old Point Trust & Financial Services N A | 3,002 | $1.05M | 0.33% | +115+4.0% | Added |
| Aviso Financial Inc. | 2,994 | $1.05M | 0.04% | +2,994 | New |
| Merrion Investment Management Co, LLC | 2,975 | $1.04M | 0.56% | +2,975 | New |
| Pure Financial Advisors, Inc. | 2,975 | $1.04M | 0.02% | +277+10.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,967 | $1.04M | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,954 | $1.04M | 0.02% | −180−5.7% | Reduced |
| Bokf, NA | 2,941 | $1.03M | 0.02% | −4,704−61.5% | Reduced |
| Moody National Bank Trust Division | 2,935 | $1.03M | 0.10% | −1,542−34.4% | Reduced |
| Plato Investment Management Ltd | 2,910 | $1.03M | 0.07% | −299−9.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,908 | $1.02M | 0.17% | −292−9.1% | Reduced |
| Money Concepts Capital Corp | 2,904 | $1.02M | 0.06% | +235+8.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,901 | $1.02M | 0.11% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,890 | $1.01M | 0.01% | +1,948+206.8% | Added |
| AlphaCore Capital LLC | 2,850 | $999.0K | 0.02% | +1,779+166.1% | Added |
| Pallas Capital Advisors LLC | 2,849 | $998.9K | 0.03% | −94−3.2% | Reduced |
| Foundations Investment Advisors, LLC | 2,843 | $996.6K | 0.01% | +159+5.9% | Added |
| Independent Advisor Alliance | 2,839 | $995.4K | 0.02% | −106−3.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 2,543 | $994.2K | 0.08% | +2,543 | New |
| Sowell Financial Services LLC | 2,835 | $993.8K | 0.04% | +1,664+142.1% | Added |
| Cypress Advisory Group LLC | 2,830 | $992.1K | 0.73% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 2,819 | $988.2K | 0.02% | +1,140+67.9% | Added |
| Frank, Rimerman Advisors LLC | 2,791 | $978.4K | 0.06% | 00.0% | Unchanged |
| 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 |
| First National Bank of Hutchinson | 2,745 | $962.3K | 0.56% | +2,745 | New |
| Brookstone Capital Management | 2,744 | $961.7K | 0.01% | +704+34.5% | Added |
| Robertson Stephens Wealth Management, LLC | 2,729 | $956.7K | 0.03% | +3+0.1% | Added |
| Mission Wealth Management, LP | 2,715 | $951.6K | 0.02% | −161−5.6% | Reduced |
| NewEdge Wealth, LLC | 2,684 | $940.7K | 0.01% | +2,684 | New |
| Bedel Financial Consulting, Inc. | 2,678 | $938.7K | 0.10% | +427+19.0% | Added |
| Krilogy Financial LLC | 2,471 | $931.5K | 0.03% | +657+36.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,637 | $924.4K | 0.07% | −25−0.9% | Reduced |
| Heritage Wealth Advisors | 2,631 | $922.3K | 0.04% | −162−5.8% | Reduced |
| Empower Advisory Group, LLC | 2,624 | $919.8K | 0.00% | −178−6.4% | Reduced |
| Journey Strategic Wealth LLC | 2,613 | $915.9K | 0.02% | −126−4.6% | Reduced |
| Searle & Co. | 2,606 | $913.5K | 0.24% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $911.4K | 0.06% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,599 | $911.2K | 0.04% | +322+14.1% | Added |
| Trust Asset Management LLC | 2,584 | $905.8K | 0.06% | −106−3.9% | Reduced |
| Sapient Capital LLC | 2,581 | $900.3K | 0.01% | −928−26.4% | Reduced |
| Joel Isaacson & Co., LLC | 2,561 | $897.8K | 0.03% | +796+45.1% | Added |
| GTS Securities LLC | 2,552 | $894.6K | 0.03% | +1,465+134.8% | Added |
| Aaron Wealth Advisors | 2,550 | $893.9K | 0.05% | +290+12.8% | Added |
| Permanens Capital L.P. | 2,546 | $892.5K | 0.12% | +2,546 | New |
| Stratos Wealth Partners, LTD. | 2,521 | $883.9K | 0.01% | −344−12.0% | Reduced |
| Principle Wealth Partners LLC | 2,499 | $876.0K | 0.05% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 2,336 | $875.6K | 0.03% | +2,336 | New |
| Islay Capital Management, LLC | 2,472 | $866.6K | 0.51% | +2,472 | New |
| Capstone Investment Advisors, LLC | 2,445 | $857.1K | 0.01% | −5,334−68.6% | Reduced |
| Syon Capital LLC | 2,434 | $853.3K | 0.04% | −11−0.4% | Reduced |
| Chicago Capital, LLC | 2,419 | $848.0K | 0.02% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 2,417 | $847.3K | 0.07% | −24−1.0% | Reduced |
| Insight Inv LLC | 2,409 | $844.5K | 0.47% | −15−0.6% | Reduced |
| Axecap Investments, LLC | 2,396 | $839.9K | 0.52% | −29−1.2% | Reduced |
| Snowden Capital Advisors LLC | 2,391 | $838.4K | 0.02% | −18−0.7% | Reduced |
| Michels Family Financial, LLC | 2,378 | $833.5K | 0.61% | +72+3.1% | Added |
| Convergence Financial, LLC | 2,371 | $831.3K | 0.12% | +24+1.0% | Added |
| Trueblood Wealth Management, LLC | 2,368 | $830.1K | 0.32% | +12+0.5% | Added |
| Barlow Wealth Partners, Inc. | 2,205 | $822.1K | 0.09% | −4−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,345 | $822.0K | 0.00% | −19,535−89.3% | Reduced |
| denkapparat Operations GmbH | 2,332 | $817.5K | 0.44% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 2,330 | $816.6K | 0.01% | +351+17.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,310 | $809.8K | 0.02% | +1,126+95.1% | Added |
| Shelton Capital Management | 2,305 | $808.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,305 | $808.0K | 0.01% | −1,707−42.5% | Reduced |
| Intellectus Partners, LLC | 2,301 | $806.5K | 0.16% | −450−16.4% | Reduced |
| Fiduciary Trust Co | 2,295 | $804.4K | 0.01% | −126−5.2% | Reduced |
| Mutual Advisors, LLC | 2,290 | $802.8K | 0.02% | +32+1.4% | Added |
| Parallel Advisors, LLC | 2,285 | $801.0K | 0.01% | +67+3.0% | Added |
| Verus Financial Partners, Inc. | 2,125 | $800.9K | 0.07% | +457+27.4% | Added |
| Walleye Trading LLC | 2,275 | $797.5K | 0.01% | +824+56.8% | Added |
| CSS LLC | 2,261 | $792.6K | 0.04% | −639−22.0% | Reduced |
| Matisse Capital | 2,250 | $788.7K | 0.35% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,225 | $780.0K | 0.02% | −69−3.0% | Reduced |
| Signaturefd, LLC | 2,223 | $779.3K | 0.01% | −74−3.2% | Reduced |
| Westpac Banking Corp | 2,220 | $778.2K | 0.05% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 2,212 | $775.4K | 0.14% | −4,143−65.2% | Reduced |
| Arkadios Wealth Advisors | 2,205 | $773.1K | 0.02% | −77−3.4% | Reduced |