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 |
|---|---|---|---|---|---|
| Shay Capital LLC | 4,000 | $1.74M | 0.51% | +4,000 | New |
| DSG Capital Advisors, LLC | 4,005 | $1.74M | 0.35% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 4,009 | $1.74M | 0.91% | +4,009 | New |
| Horizon Investments, LLC | 4,021 | $1.75M | 0.05% | +169+4.4% | Added |
| TD Private Client Wealth LLC | 4,035 | $1.76M | 0.05% | +1,351+50.3% | Added |
| Intrust Bank NA | 4,039 | $1.76M | 0.17% | +384+10.5% | Added |
| Perigon Wealth Management, LLC | 4,063 | $1.77M | 0.05% | −32−0.8% | Reduced |
| Power Wealth Management LLC | 4,072 | $1.77M | 0.72% | +1,101+37.1% | Added |
| Allen Investment Management LLC | 4,098 | $1.78M | 0.02% | −212−4.9% | Reduced |
| Cetera Trust Company, N.A | 4,101 | $1.78M | 1.14% | +140+3.5% | Added |
| Portfolio Design Labs, LLC | 4,105 | $1.79M | 0.37% | −4,298−51.1% | Reduced |
| MUFG Securities Americas Inc. | 4,106 | $1.79M | 0.21% | +682+19.9% | Added |
| Foundations Investment Advisors, LLC | 4,107 | $1.79M | 0.03% | −1,069−20.7% | Reduced |
| Valeo Financial Advisors, LLC | 4,116 | $1.79M | 0.05% | +1,029+33.3% | Added |
| Tufton Capital Management | 4,124 | $1.79M | 0.35% | 00.0% | Unchanged |
| Stableford Capital II LLC | 4,256 | $1.81M | 0.76% | +1,949+84.5% | Added |
| Retirement Guys Formula LLC | 4,167 | $1.81M | 0.90% | +1,373+49.1% | Added |
| Syon Capital LLC | 4,178 | $1.82M | 0.15% | +480+13.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,195 | $1.82M | 0.07% | −85−2.0% | Reduced |
| RSM US Wealth Management LLC | 4,253 | $1.85M | 0.03% | +259+6.5% | Added |
| Granite Harbor Advisors, Inc. | 4,255 | $1.85M | 0.98% | +57+1.4% | Added |
| Gluskin Sheff & Assoc Inc | 4,278 | $1.86M | 0.24% | −323−7.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 4,303 | $1.87M | 0.17% | +1,197+38.5% | Added |
| DB Fitzpatrick & Co, Inc | 4,305 | $1.87M | 1.78% | −311−6.7% | Reduced |
| First Manhattan Co | 4,327 | $1.88M | 0.01% | −385−8.2% | Reduced |
| Old National Bancorp | 4,328 | $1.88M | 0.05% | +236+5.8% | Added |
| Hofer & Associates. Inc | 4,328 | $1.88M | 1.28% | +83+2.0% | Added |
| Pensionfund Sabic | 4,350 | $1.89M | 0.56% | −500−10.3% | Reduced |
| Magnetar Financial LLC | 4,432 | $1.93M | 0.03% | +2,471+126.0% | Added |
| Unique Wealth Strategies, LLC | 4,450 | $1.94M | 0.88% | +124+2.9% | Added |
| Greenfield Savings Bank | 4,486 | $1.95M | 0.96% | −457−9.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,511 | $1.96M | 0.03% | −88−1.9% | Reduced |
| Bragg Financial Advisors, Inc | 4,518 | $1.97M | 0.08% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 4,553 | $1.98M | 0.21% | −141−3.0% | Reduced |
| Bangor Savings Bank | 4,602 | $2.00M | 0.19% | −86−1.8% | Reduced |
| Stonebridge Capital Advisors LLC | 4,604 | $2.00M | 0.16% | +159+3.6% | Added |
| Meeder Advisory Services, Inc. | 4,614 | $2.01M | 0.12% | +769+20.0% | Added |
| Fiduciary Alliance LLC | 4,638 | $2.02M | 0.20% | −318−6.4% | Reduced |
| Vista Investment Management | 4,645 | $2.02M | 0.79% | −44−0.9% | Reduced |
| Palouse Capital Management, Inc. | 4,671 | $2.03M | 1.39% | +601+14.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 4,693 | $2.04M | 1.96% | −110−2.3% | Reduced |
| Clearbridge Investments, LLC | 4,717 | $2.05M | 0.00% | −864−15.5% | Reduced |
| Ronald Blue Trust, Inc. | 4,721 | $2.05M | 0.03% | −165−3.4% | Reduced |
| Point72 Hong Kong Ltd | 4,733 | $2.06M | 0.15% | +4,733 | New |
| Stock Yards Bank & Trust Co | 4,750 | $2.07M | 0.07% | −444−8.5% | Reduced |
| Delta Capital Management LLC | 4,765 | $2.07M | 1.20% | −145−3.0% | Reduced |
| APG Asset Management US Inc. | 4,792 | $2.07M | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,793 | $2.08M | 0.04% | +876+22.4% | Added |
| Winton Group Ltd | 4,800 | $2.09M | 0.13% | −9,016−65.3% | Reduced |
| Beacon Pointe Advisors, LLC | 4,809 | $2.09M | 0.02% | +108+2.3% | Added |
| Oak Associates, Ltd | 4,833 | $2.10M | 0.16% | 00.0% | Unchanged |
| Paralel Advisors LLC | 4,843 | $2.11M | 0.09% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 4,864 | $2.12M | 0.01% | +4,864 | New |
| Toth Financial Advisory Corp | 4,956 | $2.16M | 0.26% | −209−4.0% | Reduced |
| Ninety One SA (PTY) Ltd | 4,964 | $2.16M | 0.40% | −710−12.5% | Reduced |
| Triglav Skladi, D.O.O. | 4,980 | $2.17M | 0.18% | 00.0% | Unchanged |
| Nomura Holdings Inc | 5,072 | $2.21M | 0.01% | −3,263−39.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 5,082 | $2.21M | 0.56% | −750−12.9% | Reduced |
| Sabal Trust CO | 5,084 | $2.21M | 0.12% | −6−0.1% | Reduced |
| Keudell/Morrison Wealth Management | 5,095 | $2.22M | 0.52% | −16−0.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 5,100 | $2.22M | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,113 | $2.22M | 0.16% | +41+0.8% | Added |
| Atria Wealth Solutions, Inc. | 5,142 | $2.24M | 0.03% | +111+2.2% | Added |
| Lido Advisors, LLC | 5,154 | $2.24M | 0.01% | +805+18.5% | Added |
| Legacy Trust | 5,197 | $2.26M | 0.54% | +15+0.3% | Added |
| United Services Automobile Association | 5,277 | $2.28M | 0.07% | +5,277 | New |
| Mount Yale Investment Advisors, LLC | 5,275 | $2.29M | 0.20% | +1,160+28.2% | Added |
| Jefferies Financial Group Inc. | 5,278 | $2.30M | 0.04% | −17,057−76.4% | Reduced |
| Plato Investment Management Ltd | 5,223 | $2.30M | 0.19% | −414−7.3% | Reduced |
| Ami Investment Management Inc | 5,286 | $2.30M | 0.74% | +851+19.2% | Added |
| Fort Washington Investment Advisors Inc | 5,426 | $2.36M | 0.01% | −73−1.3% | Reduced |
| Legato Capital Management LLC | 5,433 | $2.36M | 0.32% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,469 | $2.38M | 0.02% | −47−0.9% | Reduced |
| KCM Investment Advisors LLC | 5,493 | $2.39M | 0.09% | +239+4.5% | Added |
| Savant Capital, LLC | 5,533 | $2.41M | 0.02% | −828−13.0% | Reduced |
| Semmax Financial Advisors Inc. | 5,960 | $2.41M | 0.65% | −4,358−42.2% | Reduced |
| YHB Investment Advisors, Inc. | 5,545 | $2.41M | 0.20% | +98+1.8% | Added |
| Johnson Investment Counsel Inc | 5,611 | $2.44M | 0.02% | +126+2.3% | Added |
| Oppenheimer & Co Inc | 5,744 | $2.50M | 0.04% | +123+2.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,783 | $2.52M | 0.34% | +1,293+28.8% | Added |
| Greenup Street Wealth Management LLC | 5,799 | $2.52M | 0.50% | +5,799 | New |
| HF Advisory Group, LLC | 5,825 | $2.53M | 1.11% | +755+14.9% | Added |
| Guardian Partners Inc. | 5,946 | $2.54M | 0.26% | −70−1.2% | Reduced |
| Strategy Asset Managers LLC | 5,858 | $2.55M | 0.53% | +118+2.1% | Added |
| Hardy Reed LLC | 5,861 | $2.55M | 0.22% | +3,574+156.3% | Added |
| Jackson Hole Capital Partners, LLC | 6,003 | $2.61M | 0.52% | −26−0.4% | Reduced |
| Blair William & Co | 6,080 | $2.64M | 0.01% | −976−13.8% | Reduced |
| Neo Ivy Capital Management | 6,104 | $2.65M | 0.85% | +5,129+526.1% | Added |
| Coastline Trust Co | 6,129 | $2.67M | 0.33% | −715−10.4% | Reduced |
| Warren Averett Asset Management, LLC | 6,229 | $2.71M | 0.03% | +719+13.0% | Added |
| GLOBALT Investments LLC | 6,306 | $2.74M | 0.11% | +24+0.4% | Added |
| Lester Murray Antman dba SimplyRich | 6,341 | $2.76M | 0.80% | +92+1.5% | Added |
| CAPROCK Group, Inc. | 6,380 | $2.78M | 0.08% | +989+18.3% | Added |
| Merit Financial Group, LLC | 6,393 | $2.78M | 0.04% | +2,975+87.0% | Added |
| Community Bank, N.A. | 6,426 | $2.79M | 0.37% | +401+6.7% | Added |
| Equitable Trust Co | 6,452 | $2.81M | 0.16% | +4,391+213.1% | Added |
| RDA Financial Network | 6,466 | $2.81M | 0.84% | +82+1.3% | Added |
| Anchor Investment Management, LLC | 6,490 | $2.82M | 0.26% | −911−12.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,516 | $2.83M | 0.10% | +410+6.7% | Added |
| Burney Co | 6,519 | $2.84M | 0.10% | −321−4.7% | Reduced |