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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 21,688 | $9.43M | 0.01% | −76,690−78.0% | Reduced |
| Crossmark Global Holdings, Inc. | 21,703 | $9.44M | 0.17% | −112−0.5% | Reduced |
| Nixon Peabody Trust Co | 21,805 | $9.48M | 0.81% | +9,846+82.3% | Added |
| Punch & Associates Investment Management, Inc. | 22,233 | $9.67M | 0.63% | −161−0.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 22,404 | $9.74M | 0.10% | +2,011+9.9% | Added |
| Colony Group, LLC | 22,446 | $9.76M | 0.02% | +976+4.5% | Added |
| First Citizens Bank & Trust Co | 22,922 | $9.97M | 0.25% | +1,527+7.1% | Added |
| Cna Financial Corp | 23,000 | $10.0M | 6.39% | +3,000+15.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 23,133 | $10.1M | 0.29% | +7,300+46.1% | Added |
| Pensionmark Financial Group, LLC | 23,446 | $10.2M | 0.27% | +2,909+14.2% | Added |
| Modera Wealth Management, LLC | 23,779 | $10.3M | 0.14% | −155−0.6% | Reduced |
| Advisors Asset Management, Inc. | 23,799 | $10.4M | 0.19% | +10,887+84.3% | Added |
| Fisher Funds Management LTD | 23,879 | $10.4M | 0.25% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24,262 | $10.6M | 0.35% | +940+4.0% | Added |
| Kames Capital plc | 24,316 | $10.6M | 0.15% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 24,532 | $10.7M | 0.20% | +1,031+4.4% | Added |
| Channing Capital Management, LLC | 24,631 | $10.7M | 0.32% | +120.0% | Added |
| PEAK6 LLC | 24,723 | $10.8M | 0.42% | +21,590+689.1% | Added |
| Intech Investment Management LLC | 24,743 | $10.8M | 0.11% | −13,874−35.9% | Reduced |
| Rheos Capital Works Inc. | 25,000 | $10.9M | 0.89% | +15,000+150.0% | Added |
| Generali Asset Management SPA SGR | 25,267 | $11.0M | 0.27% | −4,761−15.9% | Reduced |
| Unison Asset Management LLC | 25,567 | $11.0M | 6.50% | +100.0% | Added |
| Jain Global LLC | 25,398 | $11.0M | 0.23% | +16,032+171.2% | Added |
| ASR Vermogensbeheer N.V. | 25,886 | $11.3M | 0.17% | +25,886 | New |
| Greatmark Investment Partners, Inc. | 26,082 | $11.3M | 1.55% | +2,154+9.0% | Added |
| South Dakota Investment Council | 26,114 | $11.4M | 0.23% | +763+3.0% | Added |
| Boston Private Wealth LLC | 26,131 | $11.4M | 0.47% | −3,983−13.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 26,153 | $11.4M | 0.75% | +1,035+4.1% | Added |
| Hyperion Capital Advisors LP | 26,214 | $11.4M | 6.21% | −22,784−46.5% | Reduced |
| Spears Abacus Advisors LLC | 26,228 | $11.4M | 0.25% | −2,194−7.7% | Reduced |
| Moore Capital Management, LP | 26,542 | $11.5M | 0.39% | +25,528+2,517.6% | Added |
| Diversified Trust Co | 26,755 | $11.6M | 0.29% | +4,179+18.5% | Added |
| 683 Capital Management, LLC | 27,000 | $11.7M | 1.19% | +27,000 | New |
| Mutual of America Capital Management LLC | 27,030 | $11.8M | 0.14% | −2,263−7.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 27,237 | $11.8M | 0.05% | −1,093−3.9% | Reduced |
| M&T Bank Corp | 27,382 | $11.9M | 0.04% | −2,656−8.8% | Reduced |
| Banque Pictet & Cie SA | 27,503 | $12.0M | 0.13% | +1,335+5.1% | Added |
| Two Sigma Investments, LP | 27,563 | $12.0M | 0.03% | −473,931−94.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,566 | $12.0M | 0.02% | +7,410+36.8% | Added |
| Firetrail Investments Pty Ltd | 27,304 | $12.0M | 3.50% | +949+3.6% | Added |
| North Growth Management Ltd. | 28,000 | $12.1M | 2.55% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 27,791 | $12.1M | 0.43% | +7,290+35.6% | Added |
| CIBC World Markets Corp | 27,975 | $12.2M | 0.10% | −8,595−23.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,036 | $12.2M | 0.69% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 28,474 | $12.4M | 0.03% | −3,060−9.7% | Reduced |
| Impax Asset Management Group plc | 28,670 | $12.5M | 0.08% | +3,074+12.0% | Added |
| Sector Gamma AS | 28,779 | $12.5M | 4.01% | +11,500+66.6% | Added |
| Nissay Asset Management Corp | 28,846 | $12.5M | 0.08% | +356+1.2% | Added |
| Ieq Capital, LLC | 29,191 | $12.7M | 0.10% | +21,660+287.6% | Added |
| ING Groep NV | 29,614 | $12.9M | 0.09% | −70.0% | Reduced |
| Public Employees Retirement Association of Colorado | 29,767 | $12.9M | 0.06% | −823−2.7% | Reduced |
| Liontrust Investment Partners LLP | 29,782 | $13.0M | 0.20% | +5,915+24.8% | Added |
| Gabelli Funds LLC | 30,000 | $13.0M | 0.10% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,055 | $13.1M | 0.13% | +476+1.6% | Added |
| Glenmede Trust Co NA | 30,464 | $13.3M | 0.07% | −30,061−49.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 30,630 | $13.3M | 0.24% | +322+1.1% | Added |
| Smith, Salley & Associates | 30,649 | $13.3M | 0.87% | +944+3.2% | Added |
| Elo Mutual Pension Insurance Co | 30,772 | $13.4M | 0.30% | +9,611+45.4% | Added |
| Creative Planning | 30,915 | $13.4M | 0.01% | +7,667+33.0% | Added |
| Washington Trust Bank | 30,938 | $13.5M | 1.35% | +1,466+5.0% | Added |
| Grafton Street Partners Fund, LP | 31,215 | $13.6M | 10.43% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 31,936 | $13.8M | 0.01% | +17,908+127.7% | Added |
| Public Sector Pension Investment Board | 31,762 | $13.8M | 0.06% | −43,463−57.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 32,118 | $14.0M | 0.11% | +8,699+37.1% | Added |
| FineMark National Bank & Trust | 32,634 | $14.2M | 0.52% | +481+1.5% | Added |
| Kovitz Investment Group Partners, LLC | 32,640 | $14.2M | 0.07% | +1,520+4.9% | Added |
| Tredje AP-fonden | 32,904 | $14.3M | 0.13% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 33,023 | $14.4M | 0.41% | −40,511−55.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,304 | $14.5M | 0.05% | +2,901+9.5% | Added |
| Varma Mutual Pension Insurance Co | 33,382 | $14.5M | 0.12% | −2,200−6.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 33,806 | $14.7M | 2.71% | +1,718+5.4% | Added |
| NorthCrest Asset Manangement, LLC | 33,854 | $14.7M | 0.45% | +818+2.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 33,892 | $14.7M | 0.15% | +126+0.4% | Added |
| Pathstone Holdings, LLC | 34,477 | $15.0M | 0.07% | −2,010−5.5% | Reduced |
| Daiwa Securities Group Inc. | 34,893 | $15.2M | 0.06% | +2,602+8.1% | Added |
| JustInvest LLC | 34,969 | $15.2M | 0.22% | +8,318+31.2% | Added |
| Allspring Global Investments Holdings, LLC | 35,259 | $15.3M | 0.03% | −21,881−38.3% | Reduced |
| New York Life Investment Management LLC | 35,092 | $15.3M | 0.16% | −283−0.8% | Reduced |
| Oddo BHF Asset Management SAS | 35,109 | $15.3M | 0.63% | +17,684+101.5% | Added |
| GCM Grosvenor Holdings, LLC | 35,193 | $15.3M | 2.37% | −4,749−11.9% | Reduced |
| ABN AMRO Bank N.V. | 35,517 | $15.4M | 0.21% | −3,975−10.1% | Reduced |
| Auxier Asset Management | 36,072 | $15.7M | 2.34% | +430+1.2% | Added |
| USS Investment Management Ltd | 36,089 | $15.7M | 0.12% | −11,700−24.5% | Reduced |
| Banco Santander, S.A. | 36,522 | $15.9M | 0.18% | +738+2.1% | Added |
| ProShare Advisors LLC | 36,773 | $16.0M | 0.04% | +1,670+4.8% | Added |
| Foundry Partners, LLC | 36,778 | $16.0M | 0.85% | +8,458+29.9% | Added |
| Prudential PLC | 36,805 | $16.0M | 0.08% | −17,661−32.4% | Reduced |
| Ethic Inc. | 37,205 | $16.1M | 0.33% | +12,806+52.5% | Added |
| Generate Investment Management Ltd | 37,089 | $16.1M | 1.13% | −36,848−49.8% | Reduced |
| South State Corp. | 37,140 | $16.2M | 0.74% | −1,439−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 37,483 | $16.3M | 0.04% | −6,071−13.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 37,855 | $16.4M | 0.07% | +5,137+15.7% | Added |
| Whittier Trust Co of Nevada Inc | 37,816 | $16.4M | 0.42% | +1,010+2.7% | Added |
| Bank of Nova Scotia | 37,990 | $16.5M | 0.04% | −96,170−71.7% | Reduced |
| Utah Retirement Systems | 38,496 | $16.7M | 0.19% | −154−0.4% | Reduced |
| Xponance, Inc. | 38,707 | $16.8M | 0.16% | −4,238−9.9% | Reduced |
| Yousif Capital Management, LLC | 39,447 | $17.2M | 0.20% | +692+1.8% | Added |
| State of Alaska, Department of Revenue | 39,698 | $17.3M | 0.20% | −4,816−10.8% | Reduced |
| HighTower Advisors, LLC | 39,932 | $17.4M | 0.02% | −1,425−3.4% | Reduced |
| Bellevue Group AG | 40,058 | $17.4M | 0.39% | +1,715+4.5% | Added |