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 |
|---|---|---|---|---|---|
| Ofi Invest Asset Management | 193 | $77.7K | 0.00% | +111+135.4% | Added |
| First Command Advisory Services, Inc. | 180 | $78.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 182 | $79.2K | 0.02% | −585−76.3% | Reduced |
| GW&K Investment Management, LLC | 187 | $81.0K | 0.00% | +20+12.0% | Added |
| Wayfinding Financial, LLC | 187 | $81.0K | 0.04% | +187 | New |
| Golden State Wealth Management, LLC | 197 | $85.9K | 0.01% | −5−2.5% | Reduced |
| Ogorek Anthony Joseph | 199 | $86.0K | 0.03% | +131+192.6% | Added |
| NBC Securities, Inc. | 207 | $90.0K | 0.01% | +207 | New |
| Ancora Advisors, LLC | 212 | $92.2K | 0.00% | +2+1.0% | Added |
| JFS Wealth Advisors, LLC | 212 | $92.2K | 0.01% | +11+5.5% | Added |
| Bank of Jackson Hole Trust | 241 | $95.6K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 220 | $96.0K | 0.01% | +14+6.8% | Added |
| Cohen & Steers, Inc. | 220 | $96.0K | 0.00% | +220 | New |
| Montag A & Associates Inc | 222 | $96.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 223 | $97.0K | 0.04% | −19−7.9% | Reduced |
| Investment Management Corp | 226 | $98.2K | 0.09% | 00.0% | Unchanged |
| Hemington Wealth Management | 230 | $100.0K | 0.02% | +27+13.3% | Added |
| Wiser Advisor Group LLC | 230 | $100.0K | 0.15% | +1+0.4% | Added |
| Evolution Advisers, Inc. | 236 | $102.0K | 0.05% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 238 | $103.3K | 0.05% | +238 | New |
| Atticus Wealth Management, LLC | 240 | $104.4K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 242 | $105.3K | 0.04% | +27+12.6% | Added |
| West Oak Capital, LLC | 250 | $108.7K | 0.04% | 00.0% | Unchanged |
| Trust Co | 252 | $109.6K | 0.01% | +2+0.8% | Added |
| Optimum Investment Advisors | 253 | $110.0K | 0.05% | +103+68.7% | Added |
| Silvant Capital Management LLC | 257 | $111.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 266 | $115.6K | 0.01% | +7+2.7% | Added |
| Colonial Trust Advisors | 269 | $117.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 270 | $117.4K | 0.03% | +270 | New |
| Caldwell Trust Co | 280 | $121.8K | 0.01% | −40−12.5% | Reduced |
| Investors Research Corp | 282 | $122.7K | 0.03% | +47+20.0% | Added |
| Brown Brothers Harriman & Co | 283 | $123.1K | 0.00% | −820−74.3% | Reduced |
| Belmont Capital, LLC | 300 | $130.5K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 300 | $130.5K | 0.06% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 300 | $130.5K | 0.12% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 300 | $130.5K | 0.01% | +17+6.0% | Added |
| Zions Bancorporation, National Association | 301 | $130.9K | 0.01% | +301 | New |
| Fortitude Family Office, LLC | 302 | $131.4K | 0.05% | 00.0% | Unchanged |
| BNP Paribas | 305 | $132.7K | 0.01% | −11,163−97.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 317 | $137.9K | 0.03% | 00.0% | Unchanged |
| Capula Management Ltd | 324 | $140.9K | 0.00% | +324 | New |
| Washington Trust Advisors, Inc. | 327 | $142.2K | 0.01% | +5+1.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 336 | $145.9K | 0.04% | +336 | New |
| Oakworth Capital, Inc. | 338 | $147.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 344 | $149.6K | 0.01% | +13+3.9% | Added |
| Bruce G. Allen Investments, LLC | 344 | $149.6K | 0.12% | +70+25.5% | Added |
| Harbor Investment Advisory, LLC | 349 | $151.8K | 0.01% | −1,161−76.9% | Reduced |
| Valley National Advisers Inc | 351 | $152.0K | 0.03% | −85−19.5% | Reduced |
| Avalon Trust Co | 350 | $152.2K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 356 | $154.8K | 0.07% | +356 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 361 | $157.0K | 0.03% | +73+25.3% | Added |
| Kozak & Associates, Inc. | 358 | $157.7K | 0.04% | +2+0.6% | Added |
| Hollencrest Capital Management | 366 | $159.2K | 0.01% | −1,049−74.1% | Reduced |
| Delta Asset Management LLC | 370 | $160.9K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 375 | $163.1K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 380 | $165.3K | 0.03% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 395 | $171.8K | 0.18% | 00.0% | Unchanged |
| Monetary Management Group Inc | 400 | $174.0K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 403 | $175.3K | 0.05% | +12+3.1% | Added |
| Abound Financial, LLC | 405 | $176.0K | 0.09% | +405 | New |
| Concord Wealth Partners | 405 | $176.4K | 0.03% | −1,983−83.0% | Reduced |
| Ramirez Asset Management, Inc. | 411 | $178.8K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 425 | $183.0K | 0.01% | +37+9.5% | Added |
| Roxbury Financial LLC | 462 | $183.4K | 0.18% | −4−0.9% | Reduced |
| Quest Partners LLC | 424 | $184.4K | 0.02% | −64−13.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 428 | $186.0K | 0.02% | +222+107.8% | Added |
| Parkside Financial Bank & Trust | 447 | $188.6K | 0.02% | +46+11.5% | Added |
| Mather Group, LLC. | 451 | $196.1K | 0.00% | +199+79.0% | Added |
| Strategic Blueprint, LLC | 460 | $200.2K | 0.01% | +460 | New |
| Brio Consultants, LLC | 461 | $200.5K | 0.03% | +461 | New |
| Riverbend Wealth Management, LLC | 462 | $200.8K | 0.18% | −139−23.1% | Reduced |
| Spire Wealth Management | 462 | $200.8K | 0.01% | +9+2.0% | Added |
| Grimes & Company, Inc. | 462 | $200.8K | 0.01% | +462 | New |
| Stonegate Investment Group, LLC | 462 | $201.0K | 0.01% | +462 | New |
| Phillips Financial Management, LLC | 463 | $201.4K | 0.02% | +463 | New |
| Wetzel Investment Advisors, Inc. | 463 | $201.4K | 0.10% | +463 | New |
| Sage Rhino Capital LLC | 464 | $201.8K | 0.05% | +464 | New |
| Perennial Investment Advisors, LLC | 467 | $203.4K | 0.02% | +467 | New |
| Exencial Wealth Advisors, LLC | 469 | $203.9K | 0.01% | +469 | New |
| Weil Company, Inc. | 472 | $205.3K | 0.06% | +472 | New |
| Trust Co of Kansas | 475 | $207.0K | 0.11% | +475 | New |
| First Affirmative Financial Network | 479 | $208.2K | 0.13% | −215−31.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 479 | $208.3K | 0.11% | +479 | New |
| Washington Trust Co | 483 | $210.1K | 0.01% | −8−1.6% | Reduced |
| Tudor Financial Inc. | 483 | $210.1K | 0.13% | +483 | New |
| Brookwood Investment Group LLC | 483 | $210.2K | 0.04% | +483 | New |
| Forum Private Client Group LLC | 484 | $210.3K | 0.09% | +484 | New |
| Orgel Wealth Management, LLC | 485 | $211.0K | 0.01% | +485 | New |
| Mill Creek Capital Advisors, LLC | 488 | $212.3K | 0.01% | +488 | New |
| Maridea Wealth Management LLC | 490 | $213.1K | 0.07% | +490 | New |
| MJP Associates Inc | 491 | $213.4K | 0.04% | +491 | New |
| Thrive Wealth Management, LLC | 492 | $213.8K | 0.04% | +492 | New |
| Marcum Wealth, LLC | 492 | $214.0K | 0.02% | +492 | New |
| Sym Financial Corp | 493 | $214.4K | 0.03% | +493 | New |
| Occidental Asset Management, LLC | 496 | $215.7K | 0.03% | +496 | New |
| Pine Valley Investments Ltd Liability Co | 497 | $216.0K | 0.01% | +497 | New |
| Security Financial Services, INC. | 497 | $216.2K | 0.04% | +497 | New |
| Traveka Wealth, LLC | 497 | $216.4K | 0.12% | +497 | New |
| Personal Cfo Solutions, LLC | 499 | $216.9K | 0.04% | +499 | New |
| Briaud Financial Planning, Inc | 501 | $217.0K | 0.09% | 00.0% | Unchanged |