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 |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 1,013 | $440.6K | 0.04% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,016 | $441.8K | 0.18% | +1+0.1% | Added |
| Golden State Equity Partners | 1,018 | $442.8K | 0.09% | −20−1.9% | Reduced |
| First Western Trust Bank | 1,021 | $444.1K | 0.02% | −54−5.0% | Reduced |
| Dahring | Cusmano LLC | 1,024 | $445.4K | 0.38% | +1+0.1% | Added |
| Catalyst Financial Partners LLC | 1,029 | $447.6K | 0.08% | +215+26.4% | Added |
| SevenBridge Financial Group, LLC | 1,081 | $450.5K | 0.09% | −214−16.5% | Reduced |
| Kelly Financial Group LLC | 1,040 | $452.4K | 0.14% | +5+0.5% | Added |
| Integrated Investment Consultants, LLC | 1,048 | $455.8K | 0.09% | +21+2.0% | Added |
| Aspen Investment Management Inc | 1,048 | $456.0K | 0.21% | +27+2.6% | Added |
| Octavia Wealth Advisors, LLC | 1,050 | $456.7K | 0.06% | +1,050 | New |
| Crestwood Advisors Group LLC | 1,052 | $457.5K | 0.01% | +383+57.2% | Added |
| First Foundation Advisors | 1,052 | $457.6K | 0.02% | −22−2.0% | Reduced |
| Wealth Management Associates, Inc. | 1,053 | $458.1K | 0.20% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 1,060 | $461.1K | 0.06% | +202+23.5% | Added |
| Whalen Wealth Management Inc. | 1,064 | $462.8K | 0.31% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,064 | $462.9K | 0.03% | +182+20.6% | Added |
| Cim Investment Mangement Inc | 1,068 | $464.5K | 0.11% | −1−0.1% | Reduced |
| Solidarilty Wealth, LLC | 1,068 | $464.5K | 0.11% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,071 | $465.8K | 0.20% | +300+38.9% | Added |
| J Hagan Capital, Inc. | 1,268 | $467.8K | 0.38% | +1,268 | New |
| Virtue Capital Management, LLC | 1,072 | $468.2K | 0.05% | +340+46.4% | Added |
| Moneta Group Investment Advisors LLC | 1,079 | $469.4K | 0.01% | −19−1.7% | Reduced |
| Sara-Bay Financial | 1,102 | $476.1K | 0.21% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,096 | $476.7K | 0.13% | −184−14.4% | Reduced |
| Indie Asset Partners, LLC | 1,104 | $480.1K | 0.42% | −191−14.7% | Reduced |
| Hengehold Capital Management LLC | 1,109 | $482.4K | 0.05% | +1+0.1% | Added |
| AssuredPartners Investment Advisors, LLC | 1,110 | $482.6K | 0.09% | +23+2.1% | Added |
| Gryphon Financial Partners LLC | 1,117 | $486.0K | 0.07% | +48+4.5% | Added |
| Cardiff Park Advisors, LLC | 1,118 | $486.3K | 0.05% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 1,122 | $488.4K | 0.10% | +24+2.2% | Added |
| Axxcess Wealth Management, LLC | 1,131 | $491.7K | 0.01% | −378−25.0% | Reduced |
| Penserra Capital Management LLC | 1,135 | $492.0K | 0.01% | −536−32.1% | Reduced |
| Los Angeles Capital Management LLC | 1,134 | $493.2K | 0.00% | −29−2.5% | Reduced |
| Accredited Investors Inc. | 1,136 | $494.1K | 0.03% | −101−8.2% | Reduced |
| Oxford Financial Group Ltd | 1,138 | $495.0K | 0.03% | +28+2.5% | Added |
| Glenview Trust Co | 1,144 | $497.6K | 0.01% | +106+10.2% | Added |
| Fukoku Mutual Life Insurance Co | 1,148 | $499.3K | 0.04% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,153 | $501.5K | 0.14% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,155 | $502.6K | 0.01% | −382−24.9% | Reduced |
| Arete Wealth Advisors, LLC | 1,162 | $505.0K | 0.04% | +336+40.7% | Added |
| Massmutual Trust Co FSB | 1,162 | $505.4K | 0.01% | +468+67.4% | Added |
| Weinberger Asset Management, Inc | 1,165 | $506.9K | 0.22% | −8−0.7% | Reduced |
| Carmignac Gestion | 1,176 | $511.5K | 0.01% | −461,600−99.7% | Reduced |
| Atomi Financial Group, Inc. | 1,178 | $512.6K | 0.02% | +521+79.3% | Added |
| Meritage Portfolio Management | 1,186 | $515.9K | 0.03% | −93−7.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,188 | $516.8K | 0.04% | +232+24.3% | Added |
| Everhart Financial Group, Inc. | 1,191 | $518.0K | 0.07% | +1,191 | New |
| Wealth Alliance | 1,195 | $519.8K | 0.06% | +57+5.0% | Added |
| Highland Capital Management, LLC | 1,200 | $522.0K | 0.03% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,200 | $522.0K | 0.26% | 00.0% | Unchanged |
| Dodge & Cox | 1,200 | $522.0K | 0.00% | +100+9.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,185 | $522.8K | 0.11% | +124+11.7% | Added |
| Beacon Financial Group | 1,212 | $527.3K | 0.06% | −217−15.2% | Reduced |
| Joel Isaacson & Co., LLC | 1,215 | $528.5K | 0.02% | −28−2.3% | Reduced |
| Evergreen Capital Management LLC | 1,218 | $529.8K | 0.02% | +333+37.6% | Added |
| Sompo Asset Management Co., Ltd. | 1,220 | $530.7K | 0.10% | −240−16.4% | Reduced |
| Vega Investment Solutions | 1,227 | $533.7K | 0.10% | −540−30.6% | Reduced |
| Net Worth Advisory Group | 1,237 | $537.9K | 0.17% | +5+0.4% | Added |
| Lifeworks Advisors, LLC | 1,244 | $541.1K | 0.09% | +47+3.9% | Added |
| Shufro Rose & Co LLC | 1,250 | $543.7K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,244 | $544.0K | 0.01% | +11+0.9% | Added |
| Strategic Financial Services, Inc, | 1,254 | $545.4K | 0.03% | −204−14.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,256 | $546.3K | 0.02% | −10−0.8% | Reduced |
| Prudent Man Advisors, LLC | 1,257 | $546.7K | 0.20% | +28+2.3% | Added |
| Global Assets Advisory, LLC | 1,266 | $548.3K | 0.10% | +1,266 | New |
| Affinity Investment Advisors, LLC | 1,264 | $549.8K | 0.45% | +207+19.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,265 | $550.2K | 0.02% | −101−7.4% | Reduced |
| Compass Wealth Management LLC | 1,268 | $551.5K | 0.14% | −200−13.6% | Reduced |
| Wesbanco Bank Inc | 1,270 | $552.4K | 0.02% | −29−2.2% | Reduced |
| ICONIQ Capital, LLC | 1,270 | $552.4K | 0.01% | +1,270 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,273 | $553.7K | 0.19% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,280 | $556.6K | 0.06% | −208−14.0% | Reduced |
| Cable Hill Partners, LLC | 1,328 | $558.5K | 0.05% | +1,328 | New |
| Hurlow Wealth Management Group, Inc. | 1,287 | $559.8K | 0.17% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,303 | $563.0K | 0.05% | −505−27.9% | Reduced |
| Evermay Wealth Management LLC | 1,295 | $563.3K | 0.07% | −372−22.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,300 | $565.4K | 0.37% | +485+59.5% | Added |
| Confluence Wealth Services, Inc. | 1,325 | $565.6K | 0.04% | +1,325 | New |
| Finward Bancorp | 1,303 | $566.8K | 0.49% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,306 | $567.8K | 0.01% | +112+9.4% | Added |
| Lebenthal Global Advisors, LLC | 1,307 | $568.5K | 0.11% | +1,307 | New |
| Natural Investments, LLC | 1,311 | $570.0K | 0.16% | −271−17.1% | Reduced |
| Salem Investment Counselors Inc | 1,311 | $570.2K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,312 | $570.8K | 0.02% | +12+0.9% | Added |
| E Fund Management Co., Ltd. | 1,313 | $571.1K | 0.03% | −112−7.9% | Reduced |
| Howard Capital Management Inc. | 1,318 | $573.3K | 0.01% | −206−13.5% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,320 | $574.1K | 0.57% | −121−8.4% | Reduced |
| Teza Capital Management LLC | 1,320 | $574.1K | 0.26% | +1,320 | New |
| Change Path, LLC | 1,328 | $577.7K | 0.02% | +79+6.3% | Added |
| Clear Creek Financial Management, LLC | 1,329 | $578.2K | 0.06% | +1,329 | New |
| Harvest Fund Management Co., Ltd | 1,330 | $579.0K | 0.03% | +1,330 | New |
| Atlas Private Wealth Advisors | 1,332 | $579.7K | 0.08% | +18+1.4% | Added |
| PFG Investments, LLC | 1,338 | $581.9K | 0.04% | +1+0.1% | Added |
| Sagespring Wealth Partners, LLC | 1,339 | $582.2K | 0.01% | +640+91.6% | Added |
| WSFS Capital Management, LLC | 1,339 | $582.4K | 0.03% | −904−40.3% | Reduced |
| Legacy Advisors, LLC | 1,345 | $585.0K | 0.06% | +145+12.1% | Added |
| Defined Wealth Management, LLC | 1,352 | $588.1K | 0.40% | +12+0.9% | Added |
| Conning Inc. | 1,355 | $589.4K | 0.02% | −46−3.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,358 | $590.5K | 0.44% | +15+1.1% | Added |