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.
| 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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 2,677 | $1.16M | 0.10% | +1,592+146.7% | Added |
| Trust Asset Management LLC | 2,690 | $1.17M | 0.10% | −21−0.8% | Reduced |
| We Are One Seven, LLC | 2,702 | $1.18M | 0.05% | +289+12.0% | Added |
| Crux Wealth Advisors | 2,714 | $1.18M | 0.61% | +821+43.4% | Added |
| Tocqueville Asset Management L.P. | 2,716 | $1.18M | 0.02% | −6,455−70.4% | Reduced |
| DGS Capital Management, LLC | 2,733 | $1.19M | 0.31% | +1,050+62.4% | Added |
| Checchi Capital Advisers, LLC | 2,737 | $1.19M | 0.08% | +27+1.0% | Added |
| Suvretta Capital Management, LLC | 2,740 | $1.19M | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,750 | $1.20M | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,785 | $1.21M | 0.03% | +328+13.3% | Added |
| Thoroughbred Financial Services, LLC | 2,793 | $1.21M | 0.08% | +319+12.9% | Added |
| Heritage Wealth Advisors | 2,793 | $1.21M | 0.06% | −1,459−34.3% | Reduced |
| Farther Finance Advisors, LLC | 2,810 | $1.22M | 0.03% | +653+30.3% | Added |
| Pinnacle Financial Partners Inc | 2,932 | $1.22M | 0.02% | +45+1.6% | Added |
| WBI Investments | 2,816 | $1.22M | 0.32% | +2,816 | New |
| CenterBook Partners LP | 2,822 | $1.23M | 0.08% | −33,890−92.3% | Reduced |
| CSS LLC | 2,830 | $1.23M | 0.09% | +10+0.4% | Added |
| Headlands Technologies LLC | 2,834 | $1.23M | 0.14% | −2,975−51.2% | Reduced |
| Stratos Wealth Partners, LTD. | 2,837 | $1.23M | 0.02% | −740−20.7% | Reduced |
| 44 Wealth Management LLC | 2,840 | $1.24M | 0.46% | +633+28.7% | Added |
| Harbert Fund Advisors, Inc. | 2,850 | $1.24M | 1.44% | +2,850 | New |
| Snowden Capital Advisors LLC | 2,855 | $1.24M | 0.04% | +691+31.9% | Added |
| Institute for Wealth Management, LLC. | 2,855 | $1.24M | 0.16% | −11−0.4% | Reduced |
| Forum Financial Management, LP | 2,856 | $1.24M | 0.02% | −4−0.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,875 | $1.25M | 0.15% | −61−2.1% | Reduced |
| Umb Bank N A | 2,893 | $1.26M | 0.02% | +141+5.1% | Added |
| La Banque Postale Asset Management SA | 2,914 | $1.27M | 0.02% | +2,914 | New |
| Signaturefd, LLC | 2,926 | $1.27M | 0.02% | +581+24.8% | Added |
| Wealthcare Advisory Partners LLC | 2,939 | $1.28M | 0.03% | +801+37.5% | Added |
| Pinnacle Associates Ltd | 2,944 | $1.28M | 0.02% | −384−11.5% | Reduced |
| Commerzbank Aktiengesellschaft | 2,989 | $1.30M | 0.03% | +1,075+56.2% | Added |
| Two Sigma Securities, LLC | 3,048 | $1.33M | 0.20% | +1,348+79.3% | Added |
| Empower Advisory Group, LLC | 3,075 | $1.34M | 0.00% | +616+25.1% | Added |
| Ritholtz Wealth Management | 3,083 | $1.34M | 0.04% | +2,004+185.7% | Added |
| Leavell Investment Management, Inc. | 3,113 | $1.35M | 0.07% | −1,350−30.2% | Reduced |
| Haverford Trust Co | 3,115 | $1.35M | 0.01% | −153−4.7% | Reduced |
| Okabena Investment Services Inc | 3,119 | $1.36M | 0.34% | +3,119 | New |
| Souders Financial Advisors | 3,138 | $1.36M | 0.19% | +194+6.6% | Added |
| Wealth Architects, LLC | 3,157 | $1.37M | 0.15% | +64+2.1% | Added |
| Knollwood Investment Advisory, LLC | 3,164 | $1.38M | 0.15% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,168 | $1.38M | 0.93% | +842+36.2% | Added |
| Profund Advisors LLC | 3,172 | $1.38M | 0.06% | −92−2.8% | Reduced |
| Brighton Jones LLC | 3,177 | $1.38M | 0.04% | −166−5.0% | Reduced |
| Todd Asset Management LLC | 3,182 | $1.38M | 0.03% | −20−0.6% | Reduced |
| Sentry LLC | 3,189 | $1.39M | 0.27% | +146+4.8% | Added |
| HighPoint Advisor Group LLC | 3,354 | $1.39M | 0.08% | +162+5.1% | Added |
| Mission Wealth Management, LP | 3,210 | $1.40M | 0.04% | +72+2.3% | Added |
| Applied Finance Capital Management, LLC | 3,237 | $1.41M | 0.10% | +3,237 | New |
| HighVista Strategies LLC | 3,300 | $1.44M | 0.55% | +3,300 | New |
| Caisse des Depots Et Consignations | 3,339 | $1.45M | 0.07% | −91−2.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,365 | $1.46M | 0.30% | +40+1.2% | Added |
| Inkwell Capital LLC | 3,376 | $1.47M | 1.60% | +136+4.2% | Added |
| GAMMA Investing LLC | 3,390 | $1.47M | 0.11% | +1,588+88.1% | Added |
| FSB Premier Wealth Management, Inc. | 3,402 | $1.48M | 0.58% | +558+19.6% | Added |
| IMA Wealth, Inc. | 3,412 | $1.48M | 0.18% | −214−5.9% | Reduced |
| Csenge Advisory Group | 3,497 | $1.48M | 0.08% | +87+2.6% | Added |
| Simplicity Wealth,LLC | 3,422 | $1.49M | 0.12% | +3,422 | New |
| Rehmann Capital Advisory Group | 3,463 | $1.51M | 0.09% | +585+20.3% | Added |
| Great Valley Advisor Group, Inc. | 3,489 | $1.52M | 0.03% | −428−10.9% | Reduced |
| EP Wealth Advisors, LLC | 3,508 | $1.53M | 0.01% | +1,307+59.4% | Added |
| Kornitzer Capital Management Inc | 3,510 | $1.53M | 0.03% | +110+3.2% | Added |
| Acadian Asset Management LLC | 3,521 | $1.53M | 0.00% | −5,024−58.8% | Reduced |
| Cypress Advisory Group LLC | 3,517 | $1.53M | 1.40% | −1,317−27.2% | Reduced |
| Integrated Advisors Network LLC | 3,520 | $1.53M | 0.08% | +59+1.7% | Added |
| Burling Wealth Partners, LLC | 3,528 | $1.53M | 0.32% | −4,012−53.2% | Reduced |
| Independent Advisor Alliance | 3,552 | $1.54M | 0.05% | −438−11.0% | Reduced |
| Prana Capital Management, LP | 3,561 | $1.55M | 0.06% | −21,522−85.8% | Reduced |
| Sapient Capital LLC | 3,580 | $1.56M | 0.03% | −41−1.1% | Reduced |
| Pallas Capital Advisors LLC | 3,588 | $1.56M | 0.06% | +3,588 | New |
| Dorsey & Whitney Trust CO LLC | 3,590 | $1.56M | 0.09% | +209+6.2% | Added |
| AE Wealth Management LLC | 3,595 | $1.56M | 0.01% | +225+6.7% | Added |
| PKO Investment Management Joint-Stock Co | 3,600 | $1.57M | 0.18% | −1,200−25.0% | Reduced |
| Bryn Mawr Trust Co | 3,630 | $1.58M | 0.03% | −83−2.2% | Reduced |
| Frank, Rimerman Advisors LLC | 3,641 | $1.58M | 0.13% | +643+21.4% | Added |
| Integrated Wealth Concepts LLC | 3,650 | $1.59M | 0.02% | −395−9.8% | Reduced |
| Atlas Capital Advisors LLC | 3,664 | $1.59M | 0.20% | 00.0% | Unchanged |
| Narwhal Capital Management | 3,675 | $1.60M | 0.14% | −600−14.0% | Reduced |
| Peoples Bank | 3,689 | $1.60M | 1.09% | −5−0.1% | Reduced |
| Chesley Taft & Associates LLC | 3,689 | $1.60M | 0.08% | −60−1.6% | Reduced |
| Uncommon Cents Investing LLC | 3,695 | $1.61M | 0.47% | +5+0.1% | Added |
| True North Advisors, LLC | 3,712 | $1.61M | 0.29% | −942−20.2% | Reduced |
| Flputnam Investment Management Co | 3,716 | $1.62M | 0.03% | −792−17.6% | Reduced |
| Quadrant Capital Group LLC | 3,717 | $1.62M | 0.06% | +2,141+135.9% | Added |
| Intact Investment Management Inc. | 3,750 | $1.63M | 0.06% | −400−9.6% | Reduced |
| King Wealth | 3,760 | $1.64M | 0.25% | +717+23.6% | Added |
| Professional Financial Advisors, LLC | 3,776 | $1.64M | 0.42% | +925+32.4% | Added |
| Cape Investment Advisory, Inc. | 3,794 | $1.65M | 0.66% | −50−1.3% | Reduced |
| FRG Family Wealth Advisors LLC | 3,810 | $1.66M | 0.32% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 3,832 | $1.67M | 0.43% | +1,288+50.6% | Added |
| Alps Advisors Inc | 3,843 | $1.67M | 0.01% | +40+1.1% | Added |
| Allworth Financial LP | 3,905 | $1.67M | 0.01% | +1,217+45.3% | Added |
| Intellectus Partners, LLC | 3,860 | $1.68M | 0.41% | −150−3.7% | Reduced |
| Copperleaf Capital, LLC | 3,872 | $1.68M | 1.01% | +1,633+72.9% | Added |
| Fifth Third Wealth Advisors LLC | 3,898 | $1.70M | 0.09% | +1,545+65.7% | Added |
| Smith, Moore & Co. | 3,924 | $1.71M | 0.16% | +22+0.6% | Added |
| AMG National Trust Bank | 3,946 | $1.72M | 0.05% | −2−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 3,972 | $1.73M | 0.14% | +858+27.6% | Added |
| Twin City Private Wealth, LLC | 3,978 | $1.73M | 1.52% | −163−3.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,991 | $1.74M | 0.33% | −122−3.0% | Reduced |
| Wakefield Asset Management LLLP | 4,000 | $1.74M | 0.53% | +4,000 | New |