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 |
|---|---|---|---|---|---|
| Octavia Wealth Advisors, LLC | 2,202 | $770.5K | 0.07% | +306+16.1% | Added |
| Financial Security Advisor, Inc. | 2,183 | $765.3K | 0.15% | −87−3.8% | Reduced |
| Cigna Investments Inc | 2,163 | $758.0K | 0.11% | −51−2.3% | Reduced |
| Twin Capital Management Inc | 2,157 | $756.1K | 0.09% | −59−2.7% | Reduced |
| Caption Management, LLC | 2,150 | $753.7K | 0.03% | −1,000−31.7% | Reduced |
| Ocean Capital Management, LLC | 2,137 | $749.2K | 0.15% | −142−6.2% | Reduced |
| Regions Financial Corp | 2,126 | $745.3K | 0.00% | +100+4.9% | Added |
| Umb Bank N A | 2,113 | $740.7K | 0.01% | +53+2.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,113 | $740.7K | 0.02% | +711+50.7% | Added |
| Acropolis Investment Management, LLC | 2,109 | $739.4K | 0.03% | −394−15.7% | Reduced |
| Larry Mathis Financial Planning, LLC | 2,100 | $736.2K | 0.65% | +2,100 | New |
| Signature Estate & Investment Advisors LLC | 2,094 | $733.9K | 0.01% | −238−10.2% | Reduced |
| Great Valley Advisor Group, Inc. | 2,094 | $733.9K | 0.01% | −139−6.2% | Reduced |
| Transcend Wealth Collective, LLC | 2,087 | $731.6K | 0.06% | +426+25.6% | Added |
| Longfellow Investment Management Co LLC | 2,084 | $730.5K | 0.16% | +8+0.4% | Added |
| Souders Financial Advisors | 2,080 | $729.0K | 0.08% | −115−5.2% | Reduced |
| Everhart Financial Group, Inc. | 2,050 | $718.6K | 0.07% | +920+81.4% | Added |
| Roberts Glore & Co Inc | 2,049 | $718.3K | 0.19% | −146−6.7% | Reduced |
| Frec Markets, Inc. | 2,048 | $718.0K | 0.21% | +2,048 | New |
| EverSource Wealth Advisors, LLC | 2,001 | $701.6K | 0.03% | −63−3.1% | Reduced |
| Wedmont Private Capital | 1,913 | $701.6K | 0.02% | +373+24.2% | Added |
| China Universal Asset Management Co., Ltd. | 2,000 | $701.1K | 0.05% | −1,000−33.3% | Reduced |
| Garrison Point Advisors, LLC | 2,000 | $701.1K | 0.31% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,999 | $700.6K | 0.06% | +313+18.6% | Added |
| Barden Capital Management, Inc. | 1,990 | $697.6K | 0.57% | +34+1.7% | Added |
| Ameritas Investment Partners, Inc. | 1,989 | $697.2K | 0.02% | −63−3.1% | Reduced |
| Sumitomo Life Insurance Co | 1,989 | $697.2K | 0.02% | +22+1.1% | Added |
| Apella Capital, LLC | 1,986 | $696.3K | 0.01% | +3+0.2% | Added |
| Checchi Capital Advisers, LLC | 1,972 | $691.3K | 0.05% | −150−7.1% | Reduced |
| Kennedy Capital Management, Inc. | 1,971 | $690.9K | 0.01% | −7−0.4% | Reduced |
| OmniStar Financial Group, Inc. | 1,966 | $689.5K | 0.40% | +378+23.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,963 | $688.1K | 0.05% | +210+12.0% | Added |
| Englebert Financial Advisers, LLC | 1,961 | $687.4K | 0.79% | +1,961 | New |
| Nilsine Partners, LLC | 1,959 | $686.9K | 0.06% | +41+2.1% | Added |
| Meriwether Wealth & Planning, LLC | 1,946 | $682.2K | 0.38% | −23−1.2% | Reduced |
| Exencial Wealth Advisors, LLC | 1,946 | $682.1K | 0.02% | +1,946 | New |
| Perennial Investment Advisors, LLC | 1,946 | $682.1K | 0.05% | −7−0.4% | Reduced |
| Field & Main Bank | 1,934 | $678.0K | 0.20% | +392+25.4% | Added |
| Keystone Financial Group | 1,924 | $674.3K | 0.05% | +275+16.7% | Added |
| Terry L. Blaker | 1,914 | $671.0K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,898 | $665.3K | 0.04% | +62+3.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,896 | $664.6K | 0.03% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,889 | $662.4K | 0.15% | +8+0.4% | Added |
| LOM Asset Management Ltd | 1,881 | $659.4K | 0.19% | −90−4.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,880 | $659.0K | 0.15% | +1,880 | New |
| H&H Retirement Design & Management INC | 1,922 | $657.1K | 0.33% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 1,865 | $653.8K | 0.38% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,854 | $649.9K | 0.03% | −1,009−35.2% | Reduced |
| Garde Capital, Inc. | 1,850 | $648.5K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,845 | $646.8K | 0.05% | −169−8.4% | Reduced |
| Plancorp, LLC | 1,831 | $641.9K | 0.02% | +215+13.3% | Added |
| Advisor OS, LLC | 1,830 | $641.7K | 0.05% | +58+3.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $637.6K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,813 | $635.7K | 0.01% | −35−1.9% | Reduced |
| Malaga Cove Capital, LLC | 1,805 | $632.7K | 0.22% | −5−0.3% | Reduced |
| Sendero Wealth Management, LLC | 1,794 | $628.9K | 0.07% | −6−0.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,948 | $625.4K | 0.43% | +16,948 | New |
| Sage Mountain Advisors LLC | 1,782 | $624.7K | 0.03% | −66−3.6% | Reduced |
| Two Sigma Securities, LLC | 1,782 | $624.7K | 0.09% | +1,782 | New |
| Axxcess Wealth Management, LLC | 1,767 | $619.4K | 0.01% | +384+27.8% | Added |
| Aso Group Ltd | 1,748 | $613.0K | 0.24% | +1,748 | New |
| Change Path, LLC | 1,747 | $612.4K | 0.01% | +178+11.3% | Added |
| Systematic Financial Management LP | 1,745 | $611.7K | 0.01% | +185+11.9% | Added |
| Allworth Financial LP | 1,742 | $610.6K | 0.00% | −1,167−40.1% | Reduced |
| Busey Wealth Management | 1,741 | $610.3K | 0.02% | +10+0.6% | Added |
| Canandaigua National Bank & Trust Co | 1,734 | $607.9K | 0.05% | −100−5.5% | Reduced |
| MJP Associates Inc | 1,726 | $605.2K | 0.08% | +11+0.6% | Added |
| Brown Brothers Harriman & Co | 1,723 | $604.0K | 0.00% | +402+30.4% | Added |
| Austin Private Wealth, LLC | 1,718 | $602.2K | 0.05% | −11−0.6% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,718 | $602.2K | 0.14% | +46+2.8% | Added |
| InvesTrust | 1,716 | $601.5K | 0.23% | −43−2.4% | Reduced |
| Centaurus Financial, Inc. | 1,700 | $596.0K | 0.03% | −1,716−50.2% | Reduced |
| Indivisible Partners | 1,700 | $596.0K | 0.06% | +1,700 | New |
| Brogan Financial, Inc. | 1,694 | $594.0K | 0.26% | +8+0.5% | Added |
| Detalus Advisors, LLC | 1,692 | $593.1K | 0.14% | −34−2.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,691 | $592.8K | 0.06% | −71−4.0% | Reduced |
| Ellevest, Inc. | 1,682 | $589.6K | 0.08% | −37−2.2% | Reduced |
| Burns Matteson Capital Management, LLC | 1,672 | $586.1K | 0.24% | +1,672 | New |
| Wealth Alliance | 1,655 | $580.1K | 0.06% | +63+4.0% | Added |
| Silver Oak Securities, Inc | 1,658 | $578.3K | 0.04% | +8+0.5% | Added |
| Capital Group Private Client Services, Inc. | 1,649 | $578.1K | 0.01% | −2,887−63.6% | Reduced |
| Evolve Private Wealth, LLC | 1,648 | $577.7K | 0.03% | +1,648 | New |
| CX Institutional | 1,646 | $577.0K | 0.02% | −16,720−91.0% | Reduced |
| Vestor Capital, LLC | 1,356 | $577.0K | 0.04% | −990−42.2% | Reduced |
| Ruggaard & Associates LLC | 1,644 | $576.3K | 0.23% | 00.0% | Unchanged |
| 1st Source Bank | 1,633 | $572.4K | 0.03% | −75−4.4% | Reduced |
| Tranquilli Financial Advisor LLC | 1,633 | $572.4K | 0.33% | +48+3.0% | Added |
| Keystone Financial Services | 1,631 | $571.8K | 0.17% | −302−15.6% | Reduced |
| Jacobi Capital Management LLC | 1,631 | $571.6K | 0.03% | −126−7.2% | Reduced |
| Kathmere Capital Management, LLC | 1,628 | $570.8K | 0.04% | +154+10.4% | Added |
| Bryn Mawr Trust Co | 1,621 | $568.2K | 0.01% | −150−8.5% | Reduced |
| Lifeworks Advisors, LLC | 1,614 | $565.8K | 0.07% | +144+9.8% | Added |
| Volterra Technologies LP | 1,611 | $564.7K | 0.58% | +1,131+235.6% | Added |
| Clear Creek Financial Management, LLC | 1,586 | $556.0K | 0.05% | +328+26.1% | Added |
| Revisor Wealth Management LLC | 1,528 | $554.2K | 0.15% | +709+86.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,580 | $554.1K | 0.02% | +161+11.3% | Added |
| Fidelis Capital Partners, LLC | 1,578 | $553.2K | 0.04% | +15+1.0% | Added |
| Glenview Trust Co | 1,578 | $553.2K | 0.01% | +6+0.4% | Added |
| Parallax Volatility Advisers, L.P. | 1,576 | $552.5K | 0.02% | +1,576 | New |
| Sigma Planning Corp | 1,572 | $550.9K | 0.02% | −90−5.4% | Reduced |