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 |
|---|---|---|---|---|---|
| Catalytic Wealth RIA, LLC | 628 | $273.2K | 0.05% | +43+7.4% | Added |
| Dean Investment Associates, LLC | 631 | $274.5K | 0.04% | +37+6.2% | Added |
| Cura Wealth Advisors, LLC | 631 | $274.5K | 0.11% | +631 | New |
| Advyzon Investment Management, LLC | 631 | $274.5K | 0.10% | +631 | New |
| Vantage Financial Partners, LLC | 633 | $275.4K | 0.07% | −16−2.5% | Reduced |
| Diversify Advisory Services, LLC | 669 | $276.6K | 0.02% | −124−15.6% | Reduced |
| Venture Visionary Partners LLC | 637 | $277.4K | 0.01% | −17−2.6% | Reduced |
| Shoker Investment Counsel, Inc. | 638 | $277.5K | 0.09% | +638 | New |
| Ridgecrest Wealth Partners, LLC | 640 | $278.4K | 0.15% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 643 | $279.7K | 0.19% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 644 | $280.1K | 0.03% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 647 | $281.2K | 0.24% | +3+0.5% | Added |
| Aspire Private Capital, LLC | 648 | $282.0K | 0.07% | +648 | New |
| Covestor Ltd | 649 | $282.0K | 0.19% | +149+29.8% | Added |
| MBM Wealth Consultants, LLC | 649 | $282.3K | 0.08% | −122−15.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 650 | $282.7K | 0.18% | 00.0% | Unchanged |
| Cherokee Insurance Co | 650 | $282.7K | 0.12% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 653 | $284.0K | 0.03% | +653 | New |
| AdvisorNet Financial, Inc | 656 | $285.3K | 0.02% | −4−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 656 | $285.3K | 0.16% | +21+3.3% | Added |
| IFP Advisors, Inc | 659 | $286.6K | 0.01% | −520−44.1% | Reduced |
| Seven Mile Advisory | 660 | $287.1K | 0.19% | +660 | New |
| Founders Financial Alliance, LLC | 663 | $288.5K | 0.07% | +663 | New |
| Parcion Private Wealth LLC | 664 | $288.8K | 0.02% | +664 | New |
| Addison Advisors LLC | 666 | $289.7K | 0.08% | +345+107.5% | Added |
| Zacks Investment Management | 667 | $289.9K | 0.00% | −25−3.6% | Reduced |
| Cozad Asset Management Inc | 675 | $293.6K | 0.03% | −139−17.1% | Reduced |
| Pathway Financial Advisers, LLC | 677 | $294.5K | 0.10% | −607−47.3% | Reduced |
| Park National Corp | 678 | $294.9K | 0.01% | +678 | New |
| AXS Investments LLC | 681 | $296.2K | 0.08% | +51+8.1% | Added |
| Accurate Wealth Management, LLC | 674 | $296.5K | 0.06% | +33+5.1% | Added |
| Whalerock Point Partners, LLC | 682 | $296.6K | 0.07% | −195−22.2% | Reduced |
| Leonteq Securities AG | 682 | $296.8K | 0.02% | −1,545−69.4% | Reduced |
| Aldebaran Financial Inc. | 684 | $297.6K | 0.36% | 00.0% | Unchanged |
| Forte Capital LLC | 685 | $297.9K | 0.04% | +74+12.1% | Added |
| CWA Asset Management Group, LLC | 688 | $299.3K | 0.01% | +688 | New |
| Aviso Wealth Management | 688 | $299.3K | 0.16% | −32−4.4% | Reduced |
| L & S Advisors Inc | – | $300.0K | 0.04% | – | – |
| SwitchPoint Financial Planning, LLC | 695 | $302.2K | 0.29% | +5+0.7% | Added |
| RVW Wealth, LLC | 695 | $302.3K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 695 | $302.3K | 0.01% | −3−0.4% | Reduced |
| Proficio Capital Partners LLC | 695 | $302.4K | 0.02% | +69+11.0% | Added |
| Moors & Cabot, Inc. | 696 | $302.7K | 0.02% | −535−43.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 696 | $303.0K | 0.04% | +696 | New |
| FSM Wealth Advisors, LLC | 697 | $303.1K | 0.07% | +77+12.4% | Added |
| Meyer Handelman Co | 700 | $304.5K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 700 | $304.5K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 701 | $305.3K | 0.02% | −3,507−83.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 705 | $306.6K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 707 | $307.5K | 0.01% | −102−12.6% | Reduced |
| Camden Capital, LLC | 707 | $307.7K | 0.03% | −21−2.9% | Reduced |
| Good Life Advisors, LLC | 710 | $308.7K | 0.02% | +91+14.7% | Added |
| Flagship Harbor Advisors, LLC | 713 | $310.0K | 0.02% | −81−10.2% | Reduced |
| Key Financial Inc | 714 | $310.6K | 0.07% | −30−4.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 714 | $310.6K | 0.01% | +17+2.4% | Added |
| NewEdge Wealth, LLC | 714 | $310.6K | 0.01% | +714 | New |
| City Holding Co | 715 | $311.0K | 0.04% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 718 | $312.2K | 0.01% | +49+7.3% | Added |
| SJS Investment Consulting Inc. | 718 | $312.3K | 0.05% | +34+5.0% | Added |
| Lountzis Asset Management, LLC | 755 | $312.4K | 0.12% | −177−19.0% | Reduced |
| IHT Wealth Management, LLC | 719 | $312.7K | 0.01% | −39−5.1% | Reduced |
| Clark Capital Management Group, Inc. | 727 | $316.2K | 0.00% | −12,363−94.4% | Reduced |
| Lakeridge Wealth Management LLC | 729 | $316.9K | 0.16% | +9+1.3% | Added |
| Ignite Planners, LLC | 779 | $318.1K | 0.06% | +2+0.3% | Added |
| 3Chopt Investment Partners, LLC | 732 | $318.4K | 0.08% | +732 | New |
| MBB Public Markets I LLC | 736 | $320.1K | 0.04% | +736 | New |
| Rothschild Investment LLC | 737 | $320.6K | 0.02% | +102+16.1% | Added |
| Fedenia Advisers LLC | 738 | $321.0K | 0.21% | +80+12.2% | Added |
| East Coast Asset Management, LLC. | 739 | $321.4K | 0.11% | +9+1.2% | Added |
| Herold Advisors, Inc. | 740 | $321.9K | 0.07% | −703−48.7% | Reduced |
| Fort Point Capital Partners LLC | 740 | $321.9K | 0.04% | +31+4.4% | Added |
| Florida Financial Advisors, LLC | 744 | $323.5K | 0.13% | +38+5.4% | Added |
| Forefront Wealth Partners, LLC | 745 | $324.0K | 0.22% | −184−19.8% | Reduced |
| PKS Advisory Services, LLC | 926 | $324.2K | 0.09% | +294+46.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 748 | $325.4K | 0.05% | +42+5.9% | Added |
| Meridian Wealth Management, LLC | 748 | $325.5K | 0.02% | −162−17.8% | Reduced |
| Strategic Advisors LLC | 749 | $325.6K | 0.06% | −184−19.7% | Reduced |
| Howard Bailey Securities, LLC | 749 | $325.8K | 0.11% | −471−38.6% | Reduced |
| Legacy Capital Group California, Inc. | 752 | $327.1K | 0.11% | −4−0.5% | Reduced |
| Providence First Trust Co | 753 | $327.5K | 0.13% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 754 | $328.0K | 0.03% | +1+0.1% | Added |
| Icon Wealth Advisors, LLC | 758 | $329.7K | 0.03% | −7−0.9% | Reduced |
| Sentry Investment Management LLC | 780 | $330.0K | 0.22% | +780 | New |
| Genus Capital Management Inc. | 760 | $330.6K | 0.05% | +760 | New |
| PBMares Wealth Management LLC | 762 | $331.3K | 0.07% | 00.0% | Unchanged |
| Choate Investment Advisors | 764 | $332.3K | 0.01% | +11+1.5% | Added |
| Marotta Asset Management | 640 | $332.8K | 0.07% | +1+0.2% | Added |
| Mesirow Financial Investment Management, Inc. | 765 | $333.3K | 0.01% | +99+14.9% | Added |
| Alliance Wealth Advisors, LLC | 769 | $334.5K | 0.20% | −134−14.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 769 | $334.5K | 0.08% | −20−2.5% | Reduced |
| Financial Advisors Network, Inc. | 770 | $334.9K | 0.06% | −10−1.3% | Reduced |
| First Bank & Trust | 773 | $336.2K | 0.07% | +74+10.6% | Added |
| Simon Quick Advisors, LLC | 773 | $336.4K | 0.02% | +773 | New |
| Pettinga Financial Advisors, LLC | 774 | $336.9K | 0.08% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 774 | $337.1K | 0.02% | +182+30.7% | Added |
| Dover Advisors, LLC | 775 | $337.1K | 0.15% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 776 | $337.5K | 0.10% | +85+12.3% | Added |
| Altfest L J & Co Inc | 776 | $337.6K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 781 | $339.6K | 0.01% | +166+27.0% | Added |
| KMG Fiduciary Partners, LLC | 782 | $340.1K | 0.03% | +782 | New |