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 |
|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 29 | $13.0K | 0.00% | +23+383.3% | Added |
| Aspect Partners, LLC | 30 | $13.0K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 30 | $13.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 31 | $13.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 31 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 31 | $13.5K | 0.01% | +28+933.3% | Added |
| Rialto Wealth Management, LLC | 31 | $13.5K | 0.00% | +31 | New |
| Gleason Group, Inc. | 31 | $13.6K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 33 | $14.4K | 0.00% | +14+73.7% | Added |
| Islay Capital Management, LLC | 35 | $15.2K | 0.01% | −2,061−98.3% | Reduced |
| SIMA Wealth Partners, LLC | 36 | $15.7K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 39 | $17.0K | 0.01% | +39 | New |
| DHJJ Financial Advisors, Ltd. | 39 | $17.0K | 0.01% | −11−22.0% | Reduced |
| Kentucky Trust Co | 40 | $17.4K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 40 | $17.4K | 0.01% | +26+185.7% | Added |
| Beaird Harris Wealth Management, LLC | 40 | $17.4K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 41 | $17.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $18.7K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 45 | $19.6K | 0.00% | +45 | New |
| Knights of Columbus Asset Advisors LLC | 48 | $20.9K | 0.00% | −39−44.8% | Reduced |
| Noble Wealth Management PBC | 49 | $21.3K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 49 | $21.3K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $21.7K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $21.7K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 50 | $21.7K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 50 | $21.7K | 0.01% | +50 | New |
| Vermillion Wealth Management, Inc. | 50 | $21.9K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 52 | $22.6K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 52 | $22.6K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 52 | $22.6K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 53 | $23.1K | 0.01% | +20+60.6% | Added |
| Opal Wealth Advisors, LLC | 53 | $23.1K | 0.01% | +53 | New |
| Plante Moran Financial Advisors, LLC | 54 | $23.5K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 54 | $23.5K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 56 | $24.4K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 56 | $24.4K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 57 | $24.8K | 0.01% | 00.0% | Unchanged |
| Affinity Wealth LLC | 60 | $26.1K | 0.03% | +60 | New |
| TD Capital Management LLC | 60 | $26.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 61 | $26.5K | 0.01% | +18+41.9% | Added |
| Global Financial Private Client, LLC | 63 | $27.4K | 0.01% | +6+10.5% | Added |
| Private Wealth Management Group, LLC | 63 | $27.4K | 0.01% | +38+152.0% | Added |
| Godsey & Gibb Associates | 66 | $28.6K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 66 | $28.7K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 66 | $28.7K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 67 | $29.1K | 0.03% | +43+179.2% | Added |
| Piscataqua Savings Bank | 69 | $30.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 70 | $30.4K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 70 | $30.4K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 72 | $31.3K | 0.03% | +67+1,340.0% | Added |
| Carolinas Wealth Consulting LLC | 72 | $31.5K | 0.01% | −4−5.3% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $32.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $32.6K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $32.6K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 77 | $33.5K | 0.00% | +17+28.3% | Added |
| Tompkins Financial Corp | 79 | $34.4K | 0.00% | +20+33.9% | Added |
| North Capital, Inc. | 83 | $36.1K | 0.03% | +83 | New |
| Abound Wealth Management | 84 | $36.5K | 0.01% | −6−6.7% | Reduced |
| WealthTrak Capital Management LLC | 84 | $36.5K | 0.03% | +6+7.7% | Added |
| Silicon Valley Capital Partners | 91 | $39.5K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 91 | $39.6K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 91 | $39.6K | 0.21% | +91 | New |
| Crews Bank & Trust | 93 | $40.5K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $43.5K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $43.5K | 0.02% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $43.5K | 0.04% | +100 | New |
| Tobam | 102 | $44.0K | 0.02% | −332−76.5% | Reduced |
| Hopwood Financial Services, Inc. | 102 | $44.4K | 0.03% | −37−26.6% | Reduced |
| Bogart Wealth, LLC | 102 | $44.4K | 0.00% | +5+5.2% | Added |
| Pinnacle Bancorp, Inc. | 102 | $44.4K | 0.01% | +11+12.1% | Added |
| NewSquare Capital LLC | 103 | $44.8K | 0.00% | +88+586.7% | Added |
| West Paces Advisors Inc. | 104 | $45.2K | 0.01% | −139−57.2% | Reduced |
| IAG Wealth Partners, LLC | 104 | $45.2K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 107 | $46.2K | 0.00% | −5,230−98.0% | Reduced |
| Bullock Wealth Management Group | 107 | $46.3K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 109 | $47.4K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 110 | $47.8K | 0.03% | −50−31.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 123 | $48.8K | 0.01% | +123 | New |
| Motco | 122 | $53.1K | 0.01% | +48+64.9% | Added |
| Versant Capital Management, Inc | 125 | $54.4K | 0.01% | +54+76.1% | Added |
| Hantz Financial Services, Inc. | 128 | $56.0K | 0.00% | +128 | New |
| WealthCollab, LLC | 129 | $56.1K | 0.03% | +99+330.0% | Added |
| Salomon & Ludwin, LLC | 135 | $58.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 135 | $58.7K | 0.02% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 140 | $60.9K | 0.06% | −22−13.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 147 | $63.9K | 0.01% | +1+0.7% | Added |
| Coston, McIsaac & Partners | 150 | $65.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 150 | $65.2K | 0.01% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 150 | $65.2K | 0.03% | +150 | New |
| City State Bank | 160 | $69.6K | 0.02% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 162 | $70.5K | 0.01% | +162 | New |
| Trust Co of Vermont | 163 | $70.9K | 0.00% | −29−15.1% | Reduced |
| Promus Capital, LLC | 164 | $71.3K | 0.05% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 164 | $71.3K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 168 | $73.0K | 0.02% | −10−5.6% | Reduced |
| PenderFund Capital Management Ltd. | 1,800 | $73.2K | 0.06% | 00.0% | Unchanged |
| American National Bank | 170 | $73.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 170 | $73.9K | 0.03% | +5+3.0% | Added |
| Atlantic Trust, LLC | 172 | $74.8K | 0.02% | +39+29.3% | Added |
| Hanson & Doremus Investment Management | 176 | $77.0K | 0.01% | 00.0% | Unchanged |