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 |
|---|---|---|---|---|---|
| Evergreen Wealth Management, LLC | 11,414 | $4.96M | 2.97% | +1,673+17.2% | Added |
| Huntington National Bank | 11,501 | $5.00M | 0.04% | −12,576−52.2% | Reduced |
| Blume Capital Management, Inc. | 11,636 | $5.06M | 1.13% | +987+9.3% | Added |
| Agf Management Ltd | 11,695 | $5.09M | 0.03% | +1,913+19.6% | Added |
| Ossiam | 11,820 | $5.14M | 0.07% | +6,812+136.0% | Added |
| Pacer Advisors, Inc. | 11,877 | $5.17M | 0.01% | −16,960−58.8% | Reduced |
| Cornerstone Advisors, LLC | 11,900 | $5.18M | 0.22% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 11,904 | $5.18M | 0.55% | +331+2.9% | Added |
| Metis Global Partners, LLC | 11,941 | $5.19M | 0.15% | +1,495+14.3% | Added |
| Ally Financial Inc. | 12,000 | $5.22M | 0.59% | 00.0% | Unchanged |
| Parus Finance (UK) Ltd | 12,047 | $5.24M | 1.79% | −359−2.9% | Reduced |
| Sava Infond d.o.o. | 12,200 | $5.31M | 1.01% | +2,600+27.1% | Added |
| AustralianSuper Pty Ltd | 12,256 | $5.33M | 0.03% | +1,947+18.9% | Added |
| River Wealth Advisors LLC | 12,283 | $5.34M | 0.74% | −855−6.5% | Reduced |
| Securian Asset Management, Inc | 12,320 | $5.36M | 0.16% | −100−0.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 12,351 | $5.37M | 1.25% | +3,048+32.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,394 | $5.39M | 0.31% | +12,394 | New |
| GAM Holding AG | 12,417 | $5.40M | 0.42% | −2,292−15.6% | Reduced |
| Siemens Fonds Invest GmbH | 12,438 | $5.41M | 0.37% | +12,438 | New |
| Louisiana State Employees Retirement System | 12,500 | $5.44M | 0.11% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 12,500 | $5.44M | 3.44% | 00.0% | Unchanged |
| Norinchukin Bank, The | 12,546 | $5.46M | 0.10% | +1,721+15.9% | Added |
| Kestra Advisory Services, LLC | 12,876 | $5.60M | 0.03% | +1,237+10.6% | Added |
| Community Bank & Trust, Waco, Texas | 13,092 | $5.69M | 1.34% | −480−3.5% | Reduced |
| Atom Investors LP | 13,097 | $5.70M | 0.70% | +13,097 | New |
| Gulf International Bank (UK) Ltd | 13,210 | $5.75M | 0.20% | −4,750−26.4% | Reduced |
| GHP Investment Advisors, Inc. | 13,302 | $5.79M | 0.28% | +14+0.1% | Added |
| Andra AP-fonden | 13,500 | $5.87M | 0.10% | −52,500−79.5% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 13,524 | $5.88M | 1.72% | −1,584−10.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 13,552 | $5.89M | 1.17% | +1,755+14.9% | Added |
| NEOS Investment Management LLC | 13,687 | $5.95M | 0.11% | +2,504+22.4% | Added |
| Wealthfront Advisers LLC | 13,708 | $5.96M | 0.02% | +7,400+117.3% | Added |
| CWM, LLC | 13,742 | $5.98M | 0.02% | +9,311+210.1% | Added |
| Vestcor Inc | 13,774 | $5.99M | 0.20% | −1,143−7.7% | Reduced |
| Allianz SE | 13,857 | $6.03M | 0.16% | −620−4.3% | Reduced |
| GWM Advisors LLC | 13,912 | $6.05M | 0.04% | +2,531+22.2% | Added |
| Abn Amro Investment Solutions | 13,982 | $6.08M | 0.13% | −23,553−62.7% | Reduced |
| Morningstar Investment Services LLC | 13,982 | $6.08M | 1.11% | −15,763−53.0% | Reduced |
| Hartford Investment Management Co | 14,171 | $6.16M | 0.21% | −147−1.0% | Reduced |
| Berger Financial Group, Inc | 14,248 | $6.20M | 0.43% | +13,684+2,426.2% | Added |
| Asio Capital, LLC | 14,356 | $6.24M | 1.21% | +3,446+31.6% | Added |
| Mitchell Capital Management Co | 14,626 | $6.36M | 1.21% | +4,185+40.1% | Added |
| Westbourne Investment Advisors, Inc. | 14,694 | $6.39M | 2.27% | +281+1.9% | Added |
| Sienna Gestion | 15,204 | $6.43M | 0.53% | −1,615−9.6% | Reduced |
| Pinebridge Investments, L.P. | 14,849 | $6.46M | 0.05% | +2,393+19.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 14,860 | $6.46M | 1.11% | +6,728+82.7% | Added |
| Avanza Fonder AB | 15,105 | $6.49M | 0.21% | −2,764−15.5% | Reduced |
| TCW Group Inc | 15,221 | $6.62M | 0.06% | −45,208−74.8% | Reduced |
| Oppenheimer Asset Management Inc. | 15,236 | $6.63M | 0.08% | +7,380+93.9% | Added |
| Robertson Opportunity Capital, LLC | 15,300 | $6.65M | 2.53% | +15,300 | New |
| CIBC World Markets Inc. | 15,347 | $6.68M | 0.02% | +993+6.9% | Added |
| Atria Investments LLC | 15,573 | $6.77M | 0.09% | +922+6.3% | Added |
| Principal Securities, Inc. | 18,374 | $6.78M | 0.15% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 15,588 | $6.78M | 0.18% | −11,455−42.4% | Reduced |
| Eversept Partners, LP | 15,698 | $6.83M | 0.77% | −13,480−46.2% | Reduced |
| Kentucky Retirement Systems | 15,881 | $6.91M | 0.21% | −54−0.3% | Reduced |
| Engineers Gate Manager LP | 15,882 | $6.91M | 0.12% | −26,298−62.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 15,973 | $6.95M | 0.95% | +2,186+15.9% | Added |
| UniSuper Management Pty Ltd | 15,984 | $6.95M | 0.05% | +467+3.0% | Added |
| Level Four Advisory Services, LLC | 15,997 | $6.96M | 0.29% | +5,187+48.0% | Added |
| Argent Trust Co | 16,119 | $7.01M | 0.29% | +4,345+36.9% | Added |
| Cinctive Capital Management LP | 16,293 | $7.09M | 0.56% | +16,293 | New |
| Empowered Funds, LLC | 16,355 | $7.11M | 0.10% | −45,517−73.6% | Reduced |
| Private Advisory Group LLC | 16,500 | $7.18M | 0.82% | +2,114+14.7% | Added |
| Fifth Third Bancorp | 16,607 | $7.22M | 0.03% | +409+2.5% | Added |
| National Philanthropic Trust | 16,917 | $7.36M | 0.12% | −7,842−31.7% | Reduced |
| Van Den Berg Management I, Inc | 17,209 | $7.49M | 2.29% | +611+3.7% | Added |
| Great Lakes Advisors, LLC | 17,520 | $7.62M | 0.07% | −579−3.2% | Reduced |
| Manning & Napier Advisors LLC | 17,759 | $7.72M | 0.10% | +8,613+94.2% | Added |
| Teachers Retirement System of the State of Kentucky | 17,898 | $7.79M | 0.07% | +702+4.1% | Added |
| Avantax Advisory Services, Inc. | 18,058 | $7.85M | 0.05% | +2,332+14.8% | Added |
| Guggenheim Capital LLC | 18,162 | $7.90M | 0.07% | −831−4.4% | Reduced |
| iA Global Asset Management Inc. | 18,192 | $7.91M | 0.14% | −46,793−72.0% | Reduced |
| Ci Investments Inc. | 18,200 | $7.92M | 0.03% | −3,100−14.6% | Reduced |
| Unisphere Establishment | 18,300 | $7.96M | 0.07% | 00.0% | Unchanged |
| Van Eck Associates Corp | 18,367 | $7.99M | 0.01% | +3,483+23.4% | Added |
| Brinker Capital Investments, LLC | 18,419 | $8.01M | 0.08% | −890,376−98.0% | Reduced |
| Orion Portfolio Solutions, LLC | 18,419 | $8.01M | 0.08% | −890,376−98.0% | Reduced |
| Investment Management Corp of Ontario | 18,511 | $8.05M | 0.16% | +100+0.5% | Added |
| Mizuho Securities USA LLC | 18,570 | $8.08M | 0.17% | −3,411−15.5% | Reduced |
| Clough Capital Partners L P | 19,110 | $8.31M | 1.05% | +19,110 | New |
| Steward Partners Investment Advisory, LLC | 19,375 | $8.43M | 0.07% | +2,431+14.3% | Added |
| Martingale Asset Management L P | 19,410 | $8.44M | 0.21% | −9,629−33.2% | Reduced |
| J. Safra Sarasin Holding AG | 19,760 | $8.59M | 0.16% | +3,567+22.0% | Added |
| Toroso Investments, LLC | 19,836 | $8.63M | 0.07% | +5,079+34.4% | Added |
| Oregon Public Employees Retirement Fund | 19,889 | $8.65M | 0.17% | +10+0.1% | Added |
| HB Wealth Management, LLC | 20,118 | $8.75M | 0.07% | +5,167+34.6% | Added |
| Verition Fund Management LLC | 20,174 | $8.77M | 0.05% | −6,533−24.5% | Reduced |
| ProVise Management Group, LLC | 20,247 | $8.81M | 0.75% | +3,104+18.1% | Added |
| Boston Common Asset Management, LLC | 20,305 | $8.83M | 0.27% | +3,579+21.4% | Added |
| Verdence Capital Advisors LLC | 20,423 | $8.88M | 0.68% | +9,886+93.8% | Added |
| Summit Global Investments | 20,564 | $8.95M | 0.65% | −4,408−17.7% | Reduced |
| Quantinno Capital Management LP | 20,731 | $9.02M | 0.06% | +12,211+143.3% | Added |
| Cullen/Frost Bankers, Inc. | 20,991 | $9.13M | 0.13% | −288−1.4% | Reduced |
| Rakuten Investment Management, Inc. | 21,198 | $9.16M | 0.04% | +21,198 | New |
| Thrivent Financial for Lutherans | 21,115 | $9.17M | 0.02% | −279,169−93.0% | Reduced |
| TD Waterhouse Canada Inc. | 21,294 | $9.22M | 0.08% | +4,678+28.2% | Added |
| Balyasny Asset Management LLC | 21,237 | $9.24M | 0.02% | +726+3.5% | Added |
| Rafferty Asset Management, LLC | 21,473 | $9.34M | 0.04% | −4,822−18.3% | Reduced |
| Scotia Capital Inc. | 21,610 | $9.40M | 0.05% | −2,881−11.8% | Reduced |