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 |
|---|---|---|---|---|---|
| Beck Mack & Oliver LLC | 784 | $341.0K | 0.01% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 785 | $341.4K | 0.24% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 786 | $341.9K | 0.03% | +400+103.6% | Added |
| First County Bank | 787 | $342.3K | 0.19% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 787 | $342.3K | 0.03% | +64+8.9% | Added |
| Waddell & Associates, LLC | 789 | $343.2K | 0.04% | 00.0% | Unchanged |
| Summit X, LLC | 791 | $343.7K | 0.07% | +36+4.8% | Added |
| Harbor Group, Inc. | 792 | $344.5K | 0.07% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 792 | $344.5K | 0.08% | +137+20.9% | Added |
| Sage Investment Counsel LLC | 792 | $344.5K | 0.44% | −78−9.0% | Reduced |
| Creative Financial Designs Inc | 792 | $344.6K | 0.03% | +116+17.2% | Added |
| Procyon Private Wealth Partners, LLC | 794 | $345.1K | 0.02% | −610−43.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 796 | $346.2K | 0.02% | 00.0% | Unchanged |
| SCS Capital Management LLC | 798 | $347.1K | 0.00% | +798 | New |
| Transform Wealth, LLC | 800 | $348.0K | 0.02% | −5,134−86.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 802 | $348.8K | 0.02% | −12,339−93.9% | Reduced |
| Harfst & Associates, Inc. | 803 | $349.3K | 0.08% | −110−12.0% | Reduced |
| Atlas Wealth LLC | 810 | $352.3K | 0.14% | 00.0% | Unchanged |
| Truepoint, Inc. | 810 | $352.3K | 0.01% | +40+5.2% | Added |
| Manchester Capital Management LLC | 816 | $354.9K | 0.04% | +85+11.6% | Added |
| Signet Financial Management, LLC | 819 | $356.1K | 0.05% | −54−6.2% | Reduced |
| Transcend Wealth Collective, LLC | 822 | $357.6K | 0.03% | +175+27.0% | Added |
| Capital Investment Advisors, LLC | 822 | $357.6K | 0.01% | +80+10.8% | Added |
| LongView Wealth Management | 824 | $358.2K | 0.11% | +84+11.4% | Added |
| Hartford Funds Management Co LLC | 824 | $358.3K | 0.03% | +824 | New |
| Goelzer Investment Management, Inc. | 824 | $358.5K | 0.02% | +142+20.8% | Added |
| Hilltop Partners LLC | 829 | $360.6K | 0.12% | +3+0.4% | Added |
| Country Club Bank | 839 | $362.4K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 837 | $364.0K | 0.06% | +76+10.0% | Added |
| Schnieders Capital Management LLC | 838 | $364.5K | 0.08% | −10−1.2% | Reduced |
| First Horizon Advisors, Inc. | 841 | $365.8K | 0.01% | +127+17.8% | Added |
| Advisory Alpha, LLC | 844 | $367.0K | 0.01% | −111−11.6% | Reduced |
| Private Wealth Asset Management, LLC | 844 | $367.1K | 0.05% | +844 | New |
| Client 1st Advisory Group, LLC | 846 | $368.0K | 0.14% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 848 | $368.9K | 0.04% | +848 | New |
| PharVision Advisers, LLC | 849 | $369.3K | 0.51% | +849 | New |
| St Germain D J Co Inc | 850 | $369.7K | 0.02% | −472−35.7% | Reduced |
| Abacus Planning Group, Inc. | 854 | $371.5K | 0.07% | +303+55.0% | Added |
| Foster & Motley Inc | 856 | $372.0K | 0.02% | +19+2.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 860 | $372.1K | 0.03% | +254+41.9% | Added |
| Cynosure Management, LLC | 856 | $372.3K | 0.05% | −4,879−85.1% | Reduced |
| Insigneo Advisory Services, LLC | 861 | $374.5K | 0.04% | +98+12.8% | Added |
| Retirement Planning Group, LLC | 870 | $378.2K | 0.38% | −2,683−75.5% | Reduced |
| Circle Wealth Management, LLC | 871 | $378.9K | 0.01% | +871 | New |
| Rockland Trust Co | 873 | $379.7K | 0.02% | +278+46.7% | Added |
| Premier Path Wealth Partners, LLC | 876 | $381.2K | 0.06% | +146+20.0% | Added |
| Kaufman Rossin Wealth, LLC | 879 | $382.3K | 0.27% | +879 | New |
| GSB Wealth Management, LLC | 880 | $382.8K | 0.10% | −9−1.0% | Reduced |
| Elser Financial Planning, Inc | 882 | $383.6K | 0.53% | +26+3.0% | Added |
| Claris Financial LLC | 1,043 | $384.9K | 0.25% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 891 | $387.5K | 0.02% | +891 | New |
| Latitude Advisors, LLC | 895 | $389.4K | 0.23% | −41−4.4% | Reduced |
| WS Portfolio Advisory, LLC | 984 | $391.5K | 2.31% | −2,100−68.1% | Reduced |
| Horan Securities, Inc. | 901 | $391.9K | 0.15% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 902 | $392.4K | 0.18% | +902 | New |
| Astoria Portfolio Advisors LLC. | 921 | $393.2K | 0.13% | −245−21.0% | Reduced |
| Disciplined Investors, L.L.C. | 905 | $393.5K | 0.36% | −101−10.0% | Reduced |
| Wealth Advisory Solutions, LLC | 907 | $394.5K | 0.10% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 915 | $398.0K | 0.31% | −33−3.5% | Reduced |
| Western Wealth Management, LLC | 918 | $399.1K | 0.03% | −2,014−68.7% | Reduced |
| Continuum Advisory, LLC | 918 | $399.3K | 0.05% | +85+10.2% | Added |
| Stony Point Wealth Management Inc. | 918 | $399.4K | 0.17% | −203−18.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 922 | $401.0K | 0.11% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 923 | $401.4K | 0.03% | +923 | New |
| Alpha Omega Wealth Management LLC | 933 | $405.8K | 0.08% | −28−2.9% | Reduced |
| Fortress Private Ledger, LLC | 933 | $405.9K | 0.23% | +933 | New |
| Campion Asset Management LLC | 935 | $406.7K | 0.31% | −25−2.6% | Reduced |
| Brass Tax Wealth Management, Inc | 937 | $407.4K | 0.09% | +2+0.2% | Added |
| LSV Asset Management | 940 | $409.0K | 0.00% | +20+2.2% | Added |
| Naples Global Advisors, LLC | 941 | $409.3K | 0.04% | −799−45.9% | Reduced |
| Spectrum Wealth Counsel, LLC | 942 | $409.7K | 0.05% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 944 | $410.9K | 0.17% | +115+13.9% | Added |
| Wealthquest Corp | 945 | $411.0K | 0.03% | +945 | New |
| Independence Bank of Kentucky | 946 | $411.5K | 0.06% | −413−30.4% | Reduced |
| Systematic Alpha Investments, LLC | 947 | $411.9K | 0.02% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 991 | $412.2K | 0.06% | −181−15.4% | Reduced |
| Seeds Investor LLC | 949 | $413.0K | 0.12% | −181−16.0% | Reduced |
| Waterloo Capital, L.P. | 951 | $413.5K | 0.04% | +951 | New |
| BSW Wealth Partners | 954 | $415.0K | 0.06% | +245+34.6% | Added |
| Impact Capital Partners LLC | 962 | $418.4K | 0.15% | +315+48.7% | Added |
| KFG Wealth Management, LLC | 962 | $418.4K | 0.08% | −10−1.0% | Reduced |
| Creekmur Asset Management LLC | 968 | $421.0K | 0.09% | +968 | New |
| Cypress Wealth Services, LLC | 969 | $421.4K | 0.09% | +173+21.7% | Added |
| First Financial Corp | 971 | $422.3K | 0.20% | 00.0% | Unchanged |
| Farmers Trust Co | 975 | $424.1K | 0.08% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 977 | $425.0K | 0.19% | 00.0% | Unchanged |
| Everett Harris & Co | 982 | $427.1K | 0.01% | −27−2.7% | Reduced |
| Charles Schwab Trust Co | 982 | $427.1K | 0.04% | +982 | New |
| Petrus Trust Company, LTA | 985 | $428.4K | 0.04% | −1,699−63.3% | Reduced |
| Signal Advisors Wealth, LLC | 989 | $430.0K | 0.04% | +192+24.1% | Added |
| Bell Investment Advisors, Inc | 990 | $430.5K | 0.08% | +36+3.8% | Added |
| AdvisorShares Investments LLC | 1,000 | $432.7K | 0.08% | +1,000 | New |
| Capital Investment Advisory Services, LLC | 995 | $432.8K | 0.04% | +10+1.0% | Added |
| Avestar Capital, LLC | 997 | $433.7K | 0.04% | +130+15.0% | Added |
| Adams Wealth Management | 1,001 | $434.5K | 0.09% | +207+26.1% | Added |
| CacheTech Inc. | 1,001 | $434.5K | 0.08% | +207+26.1% | Added |
| Kuhn & Co Investment Counsel | 1,000 | $435.0K | 0.37% | 00.0% | Unchanged |
| LM Advisors LLC | 1,005 | $437.0K | 0.08% | +1,005 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,008 | $438.0K | 0.16% | −3,149−75.8% | Reduced |
| Regatta Capital Group, LLC | 1,011 | $439.9K | 0.09% | +123+13.9% | Added |