Stock ownership · SEC 13F · Q4 2025
ELEVANCE HEALTH INC FORMERLY
Institutional ownership of ELEVANCE HEALTH INC FORMERLY (CUSIP 036752103) - who holds it, how concentrated it is, and what moved last quarter.
- $19.8M
- Reported value
- 9
- Institutions
- 95%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ELEVANCE HEALTH INC FORMERLY ranks #336 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 9 institutions report $19.8M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 9
- institutions hold it
- $19.8M
- reported 13F value
- 95%
- held by top 5
- #336
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ELEVANCE HEALTH INC FORMERLY ranks #336 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 036752103 · Q4 2025 $20M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-MID #336/775
- HOLDERS-FOCUS 9 filers
- CONC-DOM 95% top-5
- PHOTO-FINISH DOXIMITY
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: DOXIMITY INC
Read with: Ownership concentration guide - ELEVANCE HEALTH INC FORMERLY's top-five holders account for 95% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ELEVANCE HEALTH INC FORMERLY
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a ELEVANCE HEALTH INC FORMERLY position has held steady from 9 to 9 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 24,468 | $8.6M | 43.4% |
| 2 | Anchor Investment Management, LLC | 9,155 | $3.2M | 16.2% |
| 3 | GROUPAMA ASSET MANAGMENT | 8,424 | $3.0M | 14.9% |
| 4 | MidFirst Bank | 8,964 | $2.9M | 14.9% |
| 5 | DGS Capital Management, LLC | 3,086 | $1.1M | 5.5% |
| 6 | Tempo Wealth, LLC | 1,114 | $391K | 2.0% |
| 7 | Bell Investment Advisors, Inc | 923 | $323K | 1.6% |
| 8 | Lynch Investment Planning, LLC | 754 | $264K | 1.3% |
| 9 | TD Capital Management LLC | 61 | $21K | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ELEVANCE HEALTH INC FORMERLY's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (11)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ELEVANCE HEALTH INC FORMERLY: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($19.8M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (9 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.