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 |
|---|---|---|---|---|---|
| Trivant Custom Portfolio Group, LLC | 6,579 | $2.86M | 1.65% | +342+5.5% | Added |
| Earnest Partners LLC | 6,648 | $2.89M | 0.01% | −100−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 6,672 | $2.90M | 0.05% | +637+10.6% | Added |
| Sequoia Financial Advisors, LLC | 6,717 | $2.92M | 0.02% | +913+15.7% | Added |
| Ascent Group, LLC | 6,759 | $2.94M | 0.13% | +501+8.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,764 | $2.94M | 0.21% | +6,764 | New |
| Round Rock Advisors, LLC | 6,815 | $2.96M | 0.55% | −483−6.6% | Reduced |
| Maia Wealth LLC | 6,765 | $2.98M | 0.68% | +333+5.2% | Added |
| Greenleaf Trust | 6,866 | $2.99M | 0.03% | +975+16.6% | Added |
| Pinkerton Retirement Specialists, LLC | 6,893 | $3.00M | 0.39% | +452+7.0% | Added |
| Bull Street Advisors, LLC | 6,901 | $3.00M | 1.44% | 00.0% | Unchanged |
| Edmp, Inc. | 6,946 | $3.02M | 2.53% | +473+7.3% | Added |
| Family Legacy, Inc. | 6,957 | $3.03M | 1.04% | +126+1.8% | Added |
| LMCG Investments, LLC | 6,972 | $3.03M | 0.20% | −12,429−64.1% | Reduced |
| United Capital Financial Advisers, LLC | 7,157 | $3.11M | 0.03% | +1,061+17.4% | Added |
| TownSquare Capital, LLC | 7,170 | $3.12M | 0.03% | +803+12.6% | Added |
| Vontobel Holding Ltd. | 7,212 | $3.14M | 0.01% | +1,052+17.1% | Added |
| Dynamic Advisor Solutions LLC | 7,217 | $3.14M | 0.10% | −354−4.7% | Reduced |
| Unison Advisors LLC | 7,300 | $3.18M | 0.40% | +7,300 | New |
| Chemistry Wealth Management LLC | 7,334 | $3.19M | 0.74% | +1,568+27.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,377 | $3.21M | 0.05% | +13+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 7,420 | $3.23M | 0.29% | −1,285−14.8% | Reduced |
| Mediolanum International Funds Ltd | 7,522 | $3.25M | 0.05% | −1,086−12.6% | Reduced |
| Tiaa Trust, National Association | 7,509 | $3.27M | 0.01% | −617−7.6% | Reduced |
| Tandem Capital Management Corp | 7,548 | $3.28M | 1.83% | −115−1.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,567 | $3.29M | 0.06% | +7,567 | New |
| Ilex Capital Partners (UK) LLP | 7,607 | $3.31M | 0.14% | +7,607 | New |
| Radnor Capital Management, LLC | 7,620 | $3.31M | 0.56% | +55+0.7% | Added |
| Resources Investment Advisors, LLC. | 7,668 | $3.34M | 0.04% | −155−2.0% | Reduced |
| MAI Capital Management | 7,688 | $3.34M | 0.03% | −5,218−40.4% | Reduced |
| Allstate Corp | 7,689 | $3.34M | 0.10% | +762+11.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 8,733 | $3.35M | 0.18% | +8,733 | New |
| Allen Capital Group, LLC | 7,729 | $3.36M | 0.39% | +7,729 | New |
| Groupama Asset Managment | 7,844 | $3.39M | 0.07% | −882−10.1% | Reduced |
| LMR Partners LLP | 7,887 | $3.43M | 0.07% | 00.0% | Unchanged |
| Arnhold LLC | 7,899 | $3.44M | 0.35% | 00.0% | Unchanged |
| Synovus Financial Corp | 7,954 | $3.46M | 0.04% | −226−2.8% | Reduced |
| BKD Wealth Advisors, LLC | 7,989 | $3.48M | 0.08% | −43−0.5% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.48M | 0.82% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 8,059 | $3.48M | 0.04% | +1,906+31.0% | Added |
| Walleye Capital LLC | 8,026 | $3.49M | 0.04% | −3,726−31.7% | Reduced |
| Cary Street Partners Financial LLC | 8,037 | $3.50M | 0.11% | −635−7.3% | Reduced |
| Everence Capital Management Inc | 8,040 | $3.50M | 0.24% | +530+7.1% | Added |
| Bokf, NA | 8,110 | $3.53M | 0.06% | −1,476−15.4% | Reduced |
| Eagle Rock Investment Company, LLC | 8,203 | $3.57M | 0.61% | +1,281+18.5% | Added |
| Benedict Financial Advisors Inc | 8,279 | $3.60M | 0.83% | +63+0.8% | Added |
| Peapack Gladstone Financial Corp | 8,318 | $3.62M | 0.05% | −1,107−11.7% | Reduced |
| Clearstead Advisors, LLC | 8,404 | $3.66M | 0.06% | −371−4.2% | Reduced |
| Cresset Asset Management, LLC | 8,736 | $3.80M | 0.02% | −488−5.3% | Reduced |
| Delta Investment Management, LLC | 8,777 | $3.82M | 0.77% | −210−2.3% | Reduced |
| Exchange Traded Concepts, LLC | 8,793 | $3.82M | 0.07% | +6,450+275.3% | Added |
| Sandy Spring Bank | 8,868 | $3.86M | 0.16% | −4,312−32.7% | Reduced |
| Meeder Asset Management Inc | 8,891 | $3.87M | 0.26% | +8,825+13,371.2% | Added |
| SG Americas Securities, LLC | 8,909 | $3.88M | 0.01% | −269−2.9% | Reduced |
| Wolverine Trading, LLC | 8,997 | $3.89M | 0.12% | −2,364−20.8% | Reduced |
| Stanley-Laman Group, Ltd. | 8,955 | $3.90M | 0.60% | +747+9.1% | Added |
| Voya Financial Advisors, Inc. | 9,158 | $3.96M | 0.44% | +563+6.6% | Added |
| Hamilton Capital Partners Inc. | 9,320 | $4.05M | 0.26% | +1,937+26.2% | Added |
| Banque Cantonale Vaudoise | 9,421 | $4.10M | 0.18% | +9,421 | New |
| Stephens Inc | 9,512 | $4.14M | 0.06% | −11,522−54.8% | Reduced |
| BDF-Gestion | 9,534 | $4.15M | 0.46% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,653 | $4.20M | 0.04% | −12,527−56.5% | Reduced |
| JB Capital LLC | 9,679 | $4.21M | 0.23% | +295+3.1% | Added |
| AIA Group Ltd | 9,689 | $4.21M | 0.10% | +8,429+669.0% | Added |
| Millennium Management LLC | 9,729 | $4.23M | 0.00% | −240,336−96.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,765 | $4.25M | 0.01% | −92,235−90.4% | Reduced |
| Brookstone Capital Management | 9,793 | $4.26M | 0.06% | +8,563+696.2% | Added |
| Kennedy Capital Management, Inc. | 9,903 | $4.31M | 0.10% | −4,500−31.2% | Reduced |
| E. Ohman J:or Asset Management AB | 9,921 | $4.32M | 0.11% | −519−5.0% | Reduced |
| Park Avenue Securities LLC | 9,949 | $4.33M | 0.05% | +3,249+48.5% | Added |
| Private Advisor Group, LLC | 9,970 | $4.34M | 0.03% | +468+4.9% | Added |
| Mirabella Financial Services LLP | 9,968 | $4.35M | 0.18% | +6,265+169.2% | Added |
| Winmill & Co. Inc | 10,040 | $4.37M | 1.33% | 00.0% | Unchanged |
| Keybank National Association | 10,112 | $4.40M | 0.02% | −276−2.7% | Reduced |
| HRT Financial LP | 10,117 | $4.40M | 0.03% | −13,076−56.4% | Reduced |
| Rench Wealth Management, Inc. | 10,127 | $4.40M | 1.52% | +204+2.1% | Added |
| Mill Capital Management, LLC | 10,142 | $4.41M | 0.35% | −91−0.9% | Reduced |
| Timber Creek Capital Management LLC | 10,165 | $4.42M | 1.18% | +2,815+38.3% | Added |
| Logan Capital Management Inc | 10,257 | $4.46M | 0.20% | −465−4.3% | Reduced |
| Channing Global Advisors, LLC | 10,312 | $4.49M | 3.05% | −13−0.1% | Reduced |
| Shell Asset Management Co | 10,426 | $4.54M | 0.22% | −411−3.8% | Reduced |
| Empirical Finance, LLC | 10,438 | $4.54M | 0.27% | +138+1.3% | Added |
| New Age Alpha Advisors, LLC | 10,447 | $4.54M | 0.20% | +109+1.1% | Added |
| Walleye Trading LLC | 10,499 | $4.57M | 0.13% | +10,499 | New |
| Palmer Knight Co | 10,543 | $4.59M | 2.23% | −174−1.6% | Reduced |
| Achmea Investment Management B.V. | 10,609 | $4.62M | 0.07% | −12,842−54.8% | Reduced |
| CCM Investment Group, LLC | 10,706 | $4.62M | 0.49% | −2,672−20.0% | Reduced |
| Liberty One Investment Management, LLC | 10,661 | $4.64M | 0.47% | +1,582+17.4% | Added |
| Camden National Bank | 10,827 | $4.71M | 0.70% | +399+3.8% | Added |
| Ostrum Asset Management | 10,840 | $4.71M | 0.25% | +6+0.1% | Added |
| New Mexico Educational Retirement Board | 10,846 | $4.72M | 0.17% | −200−1.8% | Reduced |
| Maryland State Retirement & Pension System | 10,873 | $4.73M | 0.11% | −1,616−12.9% | Reduced |
| Tower Research Capital LLC (TRC) | 10,887 | $4.74M | 0.14% | −1,888−14.8% | Reduced |
| Kempen Capital Management N.V. | 10,992 | $4.78M | 0.05% | +402+3.8% | Added |
| Jane Street Group, LLC | 11,215 | $4.88M | 0.01% | −194,667−94.6% | Reduced |
| Hilltop Holdings Inc. | 11,246 | $4.89M | 0.31% | +229+2.1% | Added |
| Vinva Investment Management Ltd | 11,433 | $4.94M | 0.20% | +6,979+156.7% | Added |
| Castellan Group, LLC | 11,362 | $4.94M | 1.38% | +5,642+98.6% | Added |
| Te Ahumairangi Investment Management Ltd | 11,370 | $4.95M | 1.05% | −650−5.4% | Reduced |
| LGT Fund Management Co Ltd. | 11,400 | $4.96M | 0.45% | +6,700+142.6% | Added |