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Livermore
ZHEN

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, Q1 2025

Institutional positions in Elevance Health, Inc. as of Mar 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
1,667
+83 vs. Q4 2024
Shares held
203.9M
−1.77M (−0.9%) vs. Q4 2024
Total value
$88.6B
+$12.9B (+17.1%) vs. Q4 2024
New holders
218
652 more added
Sold out
135
540 more reduced

25 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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.

Institutional holdersQ1 2025: 1,667 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ1 2025: $88.6B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2024.

Institutions holding ELV in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
FNY Investment Advisers, LLC1$00.00%−1,148−99.9%Reduced
ZRC Wealth Management, LLC0$100.00%0Unchanged
Perkins Coie Trust Co1$4340.00%+1New
Bare Financial Services, Inc1$4350.00%+1New
Kiker Wealth Management, LLC1$4350.00%+1New
Demars Financial Group, LLC206,606$4750.01%+206,606New
Bear Mountain Capital, Inc.2$8310.00%+2New
JCIC Asset Management Inc.2$8700.00%00.0%Unchanged
Sofos Investments, Inc.2$8700.00%+2New
American Capital Advisory, LLC2$8700.00%+2New
Beacon Capital Management, LLC2$8800.00%00.0%Unchanged
Picton Mahoney Asset Management2$1.00K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.3$1.30K0.00%00.0%Unchanged
PayPay Securities Corp3$1.34K0.08%−4−57.1%Reduced
Halbert Hargrove Global Advisors, LLC4$1.59K0.00%+4New
Chesapeake Asset Management LLC4$1.74K0.00%+2+100.0%Added
POM Investment Strategies, LLC4$1.74K0.00%−13−76.5%Reduced
Bellwether Advisors, LLC4$1.74K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd4$1.74K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC4$1.74K0.00%+4New
Dogwood Wealth Management LLC4$1.74K0.00%+4New
Stonebridge Financial Group, LLC5$2.17K0.00%−510−99.0%Reduced
Missouri Trust & Investment Co5$2.17K0.00%−125−96.2%Reduced
JNBA Financial Advisors5$2.17K0.00%00.0%Unchanged
Raelipskie Partnership5$2.17K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.5$2.17K0.00%+3+150.0%Added
Frazier Financial Advisors, LLC5$2.23K0.00%00.0%Unchanged
Pacifica Partners Inc.5$2.26K0.00%+5New
Country Trust Bank6$2.61K0.00%+6New
Flaharty Asset Management, LLC6$2.61K0.00%+6New
Hazlett, Burt & Watson, Inc.8$3.00K0.00%−10−55.6%Reduced
Synergy Investment Management, LLC7$3.04K0.00%−12−63.2%Reduced
Hoey Investments, Inc7$3.04K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.7$3.04K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC7$3.04K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$3.04K0.00%00.0%Unchanged
Fairscale Capital, LLC7$3.04K0.00%00.0%Unchanged
First Pacific Financial7$3.04K0.00%+7New
Principia Wealth Advisory, LLC7$3.05K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC7$3.06K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.7$3.08K0.00%00.0%Unchanged
Winnow Wealth LLC8$3.19K0.00%+3+60.0%Added
Bay Harbor Wealth Management, LLC8$3.48K0.00%00.0%Unchanged
ESL Trust Services, LLC8$3.48K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$3.48K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.8$3.48K0.00%+8New
Wealth Preservation Advisors, LLC8$3.48K0.00%+8New
Eq Wealth Advisors, LLC8$3.48K0.00%+8New
TFC Financial Management8$3.48K0.00%−8−50.0%Reduced
Darwin Advisors, LLC10$3.69K0.00%00.0%Unchanged
South Plains Financial, Inc.9$3.91K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$3.92K0.00%00.0%Unchanged
Pineridge Advisors LLC9$3.92K0.00%+1+12.5%Added
WestEnd Advisors, LLC9$3.92K0.00%+6+200.0%Added
Binnacle Investments Inc9$3.92K0.00%+9New
Valued Wealth Advisors LLC9$3.94K0.00%+3+50.0%Added
New Millennium Group LLC9$4.02K0.00%00.0%Unchanged
Operose Advisors LLC10$4.35K0.00%00.0%Unchanged
NVWM, LLC10$4.35K0.00%+2+25.0%Added
Princeton Global Asset Management LLC10$4.42K0.00%−267−96.4%Reduced
Clark Wealth Partners12$5.22K0.00%00.0%Unchanged
FSA Wealth Management LLC13$5.65K0.00%00.0%Unchanged
Fortis Group Advisors, LLC13$5.65K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC13$5.65K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC14$6.09K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC14$6.09K0.00%+9+180.0%Added
Hughes Financial Services, LLC15$6.49K0.00%+15New
Richardson Financial Services Inc.15$6.52K0.00%00.0%Unchanged
Wolff Wiese Magana LLC15$6.53K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC16$6.96K0.00%00.0%Unchanged
Stone House Investment Management, LLC16$6.96K0.00%+16New
Trifecta Capital Advisors, LLC16$6.96K0.00%00.0%Unchanged
Avion Wealth20$7.00K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc20$7.38K0.00%00.0%Unchanged
Lummis Asset Management, LP18$7.83K0.01%00.0%Unchanged
Aventura Private Wealth, LLC18$7.83K0.00%00.0%Unchanged
Compass Planning Associates Inc19$8.35K0.01%00.0%Unchanged
Activest Wealth Management20$8.70K0.00%+18+900.0%Added
Legacy Wealth Managment, LLC20$8.70K0.01%00.0%Unchanged
Redwood Park Advisors LLC20$8.70K0.01%00.0%Unchanged
CNB Bank22$9.57K0.00%−2−8.3%Reduced
First United Bank Trust22$9.57K0.00%00.0%Unchanged
UMA Financial Services, Inc.22$9.57K0.00%+8+57.1%Added
Dunhill Financial, LLC22$9.62K0.00%+6+37.5%Added
Orion Capital Management LLC23$10.0K0.00%−82−78.1%Reduced
Whipplewood Advisors, LLC11$10.0K0.01%−13−54.2%Reduced
Murphy & Mullick Capital Management Corp23$10.0K0.01%00.0%Unchanged
TruNorth Capital Management, LLC23$10.0K0.00%+23New
True Wealth Design, LLC23$10.1K0.00%+17+283.3%Added
Red Tortoise LLC24$10.4K0.01%+24New
Highline Wealth Partners LLC24$10.5K0.00%+14+140.0%Added
Rosenberg Matthew Hamilton25$10.9K0.00%00.0%Unchanged
Crewe Advisors LLC25$10.9K0.00%+3+13.6%Added
Northwest Capital Management Inc26$11.3K0.00%00.0%Unchanged
Rakuten Securities, Inc.26$11.3K0.01%+14+116.7%Added
Cornerstone Planning Group LLC27$11.5K0.00%+21+350.0%Added
Harbor Capital Advisors, Inc.27$12.0K0.00%+27New
Tortoise Investment Management, LLC28$12.2K0.00%00.0%Unchanged
Nemes Rush Group LLC29$12.6K0.00%−10−25.6%Reduced
Accent Capital Management, LLC29$12.6K0.01%+29New