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 |
|---|---|---|---|---|---|
| Charter Trust Co | 500 | $217.5K | 0.01% | +500 | New |
| Aspiriant, LLC | 502 | $218.3K | 0.01% | +502 | New |
| Landing Point Financial Group, LLC | 504 | $219.1K | 0.17% | +504 | New |
| Stratos Wealth Advisors, LLC | 504 | $219.6K | 0.01% | +504 | New |
| Winebrenner Capital Management LLC | 508 | $221.0K | 0.20% | +508 | New |
| Formidable Asset Management, LLC | 510 | $221.7K | 0.04% | +510 | New |
| North Star Investment Management Corp. | 511 | $222.3K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 512 | $222.7K | 0.00% | +512 | New |
| David Loasby | 512 | $223.3K | 0.02% | +512 | New |
| Prosperity Consulting Group, LLC | 514 | $223.6K | 0.02% | +514 | New |
| DRW Securities, LLC | 518 | $225.3K | 0.02% | +518 | New |
| World Equity Group, Inc. | 443 | $225.9K | 0.06% | −786−64.0% | Reduced |
| Independent Financial Group, LLC | 520 | $226.2K | 0.01% | +520 | New |
| Marks Group Wealth Management, Inc | 524 | $227.7K | 0.02% | +524 | New |
| ASB Consultores, LLC | 524 | $227.9K | 0.15% | +524 | New |
| Custom Index Systems, LLC | 525 | $228.4K | 0.12% | −76−12.6% | Reduced |
| Carrera Capital Advisors | 525 | $228.5K | 0.05% | −313−37.4% | Reduced |
| Intelligence Driven Advisers, LLC | 526 | $228.8K | 0.04% | −266−33.6% | Reduced |
| Platform Technology Partners | 526 | $228.8K | 0.07% | −17−3.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 529 | $229.9K | 0.01% | +529 | New |
| E&G Advisors, LP | 530 | $230.5K | 0.07% | +530 | New |
| Pines Wealth Management, LLC | 536 | $231.0K | 0.11% | −30−5.3% | Reduced |
| Koss-Olinger Consulting, LLC | 534 | $232.0K | 0.02% | +534 | New |
| Maxele Advisors, LLC | 535 | $232.6K | 0.22% | −45−7.8% | Reduced |
| Bradley Foster & Sargent Inc | 535 | $232.7K | 0.00% | +535 | New |
| Blueshift Asset Management, LLC | 536 | $233.1K | 0.09% | −554−50.8% | Reduced |
| New England Capital Financial Advisors LLC | 539 | $234.5K | 0.12% | −59−9.9% | Reduced |
| Balentine LLC | 542 | $235.7K | 0.01% | −35−6.1% | Reduced |
| Diligent Investors, LLC | 542 | $235.7K | 0.06% | +542 | New |
| Summit Place Financial Advisors, LLC | 542 | $235.7K | 0.13% | +542 | New |
| Blossom Wealth Management | 542 | $235.7K | 0.47% | +542 | New |
| Bridgewater Advisors Inc. | 572 | $236.6K | 0.02% | +572 | New |
| Maripau Wealth Management LLC | 546 | $237.5K | 0.14% | +546 | New |
| Ariadne Wealth Management, LP | 587 | $237.5K | 0.12% | +587 | New |
| Rise Advisors, LLC | 548 | $238.3K | 0.11% | +422+334.9% | Added |
| Quantum Financial Advisors, LLC | 551 | $239.6K | 0.04% | −1−0.2% | Reduced |
| KLCM Advisors, Inc. | 551 | $239.8K | 0.03% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 553 | $240.5K | 0.10% | −185−25.1% | Reduced |
| Consolidated Portfolio Review Corp | 553 | $240.6K | 0.04% | −40−6.7% | Reduced |
| eCIO, Inc. | 554 | $241.0K | 0.08% | +554 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 566 | $241.6K | 0.00% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 557 | $242.3K | 0.05% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 557 | $242.3K | 0.08% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 557 | $242.3K | 0.03% | +557 | New |
| Deseret Mutual Benefit Administrators | 559 | $243.1K | 0.12% | +70+14.3% | Added |
| Sentinus, LLC | 559 | $243.1K | 0.07% | +559 | New |
| Resonant Capital Advisors, LLC | 560 | $243.6K | 0.02% | −36−6.0% | Reduced |
| CVA Family Office, LLC | 562 | $244.4K | 0.04% | +122+27.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 563 | $244.9K | 0.09% | +3+0.5% | Added |
| Capital Performance Advisors LLP | 567 | $246.5K | 0.05% | +567 | New |
| Fisher Asset Management, LLC | 571 | $248.5K | 0.00% | −150−20.8% | Reduced |
| Arlington Trust Co LLC | 572 | $248.8K | 0.05% | −316−35.6% | Reduced |
| Old Mission Investment Co LLC | 575 | $250.1K | 0.07% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 576 | $250.5K | 0.03% | −18−3.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 577 | $251.0K | 0.02% | −1−0.2% | Reduced |
| Capital Analysts, LLC | 577 | $251.0K | 0.01% | +35+6.5% | Added |
| Crew Capital Management, Ltd. | 578 | $251.4K | 0.21% | +11+1.9% | Added |
| Gladstone Institutional Advisory LLC | 578 | $251.6K | 0.01% | +578 | New |
| Family Firm, Inc. | 581 | $252.7K | 0.06% | −44−7.0% | Reduced |
| Prestige Wealth Management Group LLC | 583 | $253.6K | 0.05% | +20+3.6% | Added |
| Larson Financial Group LLC | 584 | $254.0K | 0.01% | +151+34.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 585 | $254.3K | 0.07% | −175−23.0% | Reduced |
| Chicago Trust Co NA | 587 | $255.3K | 0.05% | +587 | New |
| Kestra Investment Management, LLC | 587 | $255.3K | 0.01% | −627−51.6% | Reduced |
| Convergence Investment Partners, LLC | 587 | $255.5K | 0.07% | +10+1.7% | Added |
| ROI Financial Advisors, LLC | 589 | $256.1K | 0.19% | −448−43.2% | Reduced |
| Apollon Financial, LLC | 590 | $256.8K | 0.06% | +13+2.3% | Added |
| Dakota Wealth Management | 591 | $257.1K | 0.01% | +591 | New |
| Relyea Zuckerberg Hanson LLC | 593 | $257.9K | 0.03% | +593 | New |
| AlphaCore Capital LLC | 594 | $258.4K | 0.02% | +594 | New |
| Advisor OS, LLC | 595 | $258.6K | 0.03% | +595 | New |
| Avidian Wealth Solutions, LLC | 595 | $258.9K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 596 | $259.2K | 0.00% | −19−3.1% | Reduced |
| Harbour Capital Advisors, LLC | 575 | $260.3K | 0.06% | +575 | New |
| Pecaut & Co. | 600 | $261.0K | 0.09% | −100−14.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 600 | $261.0K | 0.04% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 600 | $261.0K | 0.17% | +30+5.3% | Added |
| Curat Global, LLC | 600 | $261.0K | 0.32% | +600 | New |
| Wealthspire Advisors, LLC | 601 | $261.5K | 0.00% | −427−41.5% | Reduced |
| Chicago Partners Investment Group LLC | 629 | $262.6K | 0.01% | +629 | New |
| Everpar Advisors LLC | 608 | $264.5K | 0.14% | +608 | New |
| Trust Investment Advisors | 609 | $264.9K | 0.17% | +609 | New |
| Rik Saylor Financial, Inc. | 610 | $265.3K | 0.23% | 00.0% | Unchanged |
| Onefund, LLC | 613 | $266.6K | 0.27% | 00.0% | Unchanged |
| Optas, LLC | 616 | $267.9K | 0.05% | +616 | New |
| Court Place Advisors, LLC | 617 | $268.4K | 0.09% | −50−7.5% | Reduced |
| First National Bank | 618 | $268.8K | 0.17% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 619 | $269.2K | 0.10% | 00.0% | Unchanged |
| Jump Financial, LLC | 621 | $270.1K | 0.00% | −9,957−94.1% | Reduced |
| Medallion Wealth Advisors, LLC | 624 | $270.3K | 0.12% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 622 | $270.4K | 0.03% | −21−3.3% | Reduced |
| Canal Capital Management, LLC | 622 | $270.5K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 622 | $270.5K | 0.02% | −197−24.1% | Reduced |
| Washington Capital Management Inc | 625 | $271.9K | 0.22% | 00.0% | Unchanged |
| Fire Capital Management LLC | 625 | $271.9K | 0.20% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 625 | $271.9K | 0.01% | +625 | New |
| HM Payson & Co | 626 | $272.3K | 0.00% | −80−11.3% | Reduced |
| American Trust | 627 | $272.6K | 0.07% | +69+12.4% | Added |
| Cromwell Holdings LLC | 627 | $272.7K | 0.18% | −97−13.4% | Reduced |
| Addison Capital Co | 628 | $273.1K | 0.11% | 00.0% | Unchanged |