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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.

Institutional holdersQ1 2025: 1,667 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,423 institutionsQ2 2022: 1,443 institutionsQ3 2022: 1,448 institutionsQ4 2022: 1,550 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,672 institutionsQ2 2024: 1,712 institutionsQ3 2024: 1,702 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ1 2025: $88.6B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,702$107.2B
Q2 20241,712$112.7B
Q1 20241,672$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,550$108.8B
Q3 20221,448$97.0B
Q2 20221,443$103.2B
Q1 20221,423$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2024.

Institutions holding ELV in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Caption Management, LLC0$00.00%−7,065−100.0%Sold out
Garrison Bradford & Associates Inc0$00.00%−6,468−100.0%Sold out
Sone Capital Management, LLC0$00.00%−6,261−100.0%Sold out
Virtu Financial LLC0$00.00%−5,968−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−5,548−100.0%Sold out
Malaga Cove Capital, LLC0$00.00%−5,378−100.0%Sold out
Aware Super Pty Ltd as trustee of Aware Super0$00.00%−4,781−100.0%Sold out
First Hawaiian Bank0$00.00%−4,774−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−4,655−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−2,982−100.0%Sold out
Zurich Insurance Group Ltd0$00.00%−4,000−100.0%Sold out
Lederer & Associates Investment Counsel0$00.00%−3,917−100.0%Sold out
Inceptionr LLC0$00.00%−3,885−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−3,856−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−3,693−100.0%Sold out
Machina Capital S.A.S.0$00.00%−3,666−100.0%Sold out
Crestline Management, LP0$00.00%−2,966−100.0%Sold out
Eschler Asset Management LLP0$00.00%−2,953−100.0%Sold out
CWM Advisors, LLC0$00.00%−2,842−100.0%Sold out
First American Trust, FSB0$00.00%−2,828−100.0%Sold out
Marathon Trading Investment Management LLC0$00.00%−2,600−100.0%Sold out
Centiva Capital, LP0$00.00%−2,560−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,451−100.0%Sold out
Stonehage Fleming Financial Services Holdings Ltd0$00.00%−2,300−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−2,100−100.0%Sold out
Numerai GP LLC0$00.00%−2,078−100.0%Sold out
RMB Capital Management, LLC0$00.00%−2,042−100.0%Sold out
Concord Asset Management, LLC0$00.00%−2,031−100.0%Sold out
Optimas Capital Ltd0$00.00%−2,000−100.0%Sold out
Twinbeech Capital LP0$00.00%−1,930−100.0%Sold out
Oxford Asset Management LLP0$00.00%−1,776−100.0%Sold out
Scientech Research LLC0$00.00%−1,610−100.0%Sold out
Coastal Investment Advisors, Inc.0$00.00%−1,395−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−1,315−100.0%Sold out
JGP Global Gestao de Recursos Ltda.0$00.00%−1,226−100.0%Sold out
Savvy Advisors, Inc.0$00.00%−1,187−100.0%Sold out
Texas Yale Capital Corp.0$00.00%−1,175−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−1,110−100.0%Sold out
Board of the Pension Protection Fund0$00.00%−1,100−100.0%Sold out
Harbour Trust & Investment Management Co0$00.00%−1,044−100.0%Sold out
Catalina Capital Group, LLC0$00.00%−1,001−100.0%Sold out
Prosperity Financial Group, Inc.0$00.00%−964−100.0%Sold out
Compton Wealth Advisory Group, LLC0$00.00%−954−100.0%Sold out
Consolidated Planning Corp0$00.00%−931−100.0%Sold out
Roundview Capital LLC0$00.00%−915−100.0%Sold out
R Squared Ltd0$00.00%−870−100.0%Sold out
Baxter Bros Inc0$00.00%−868−100.0%Sold out
Waldron Private Wealth LLC0$00.00%−852−100.0%Sold out
Carr Financial Group Corp0$00.00%−846−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−839−100.0%Sold out
Fermata Advisors, LLC0$00.00%−778−100.0%Sold out
Sovereign Investment Advisors, LLC0$00.00%−756−100.0%Sold out
Alpha Family Trust0$00.00%−735−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−726−100.0%Sold out
Family Wealth Group, LLC0$00.00%−710−100.0%Sold out
Axq Capital, LP0$00.00%−707−100.0%Sold out
Greenland Capital Management LP0$00.00%−702−100.0%Sold out
Arrowpoint Investment Partners (Singapore) Pte. Ltd.0$00.00%−700−100.0%Sold out
Sierra Capital LLC0$00.00%−662−100.0%Sold out
Symphony Financial, Ltd. Co.0$00.00%−590−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−611−100.0%Sold out
Bigelow Investment Advisors, LLC0$00.00%−608−100.0%Sold out
Owen LaRue, LLC0$00.00%−600−100.0%Sold out
Pekin Hardy Strauss, Inc.0$00.00%−575−100.0%Sold out
Soleus Capital Management, L.P.0$00.00%−550−100.0%Sold out
Wingate Wealth Advisors, Inc.0$00.00%−338−100.0%Sold out
Kohmann Bosshard Financial Services, LLC0$00.00%−300−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−204−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−197−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−182−100.0%Sold out
Values First Advisors, Inc.0$00.00%−167−100.0%Sold out
Pilgrim Partners Asia Pte Ltd0$00.00%−120−100.0%Sold out
ORG Partners LLC0$00.00%−82−100.0%Sold out
Lee Danner & Bass Inc0$00.00%−80−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−78−100.0%Sold out
Accredited Wealth Management, LLC0$00.00%−67−100.0%Sold out
Old Second National Bank of Aurora0$00.00%−60−100.0%Sold out
Mainstream Capital Management LLC0$00.00%−42−100.0%Sold out
Webster Bank, N. A.0$00.00%−40−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−40−100.0%Sold out
MidAtlantic Capital Management, Inc.0$00.00%−40−100.0%Sold out
Clean Yield Group0$00.00%−39−100.0%Sold out
Atwood & Palmer Inc0$00.00%−37−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−36−100.0%Sold out
TCTC Holdings, LLC0$00.00%−35−100.0%Sold out
Caitlin John, LLC0$00.00%−27−100.0%Sold out
LFA - Lugano Financial Advisors SA0$00.00%−20−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−12−100.0%Sold out
FLP Wealth Management, LLC0$00.00%−11−100.0%Sold out
Capital & Planning, LLC0$00.00%−6−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−5−100.0%Sold out
Horizon Financial Services, LLC0$00.00%−5−100.0%Sold out
Transce3nd, LLC0$00.00%−5−100.0%Sold out
Menard Financial Group LLC0$00.00%−4−100.0%Sold out
Chilton Capital Management LLC0$00.00%−3−100.0%Sold out
SWAN Capital LLC0$00.00%−3−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−3−100.0%Sold out
Sugar Maple Asset Management, LLC0$00.00%−2−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−1−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−1−100.0%Sold out