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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 1,375 | $598.1K | 0.20% | +122+9.7% | Added |
| Horizon Bancorp Inc | 1,378 | $599.0K | 0.34% | −2−0.1% | Reduced |
| Colonial Trust Co | 1,377 | $599.1K | 0.09% | +348+33.8% | Added |
| Kapstone Financial Advisors LLC | 1,379 | $599.8K | 0.34% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 1,390 | $601.4K | 0.22% | 00.0% | Unchanged |
| Centric Wealth Management | 1,403 | $610.2K | 0.16% | 00.0% | Unchanged |
| Permanens Capital L.P. | 1,406 | $611.6K | 0.11% | +397+39.3% | Added |
| Callan Capital, LLC | 1,409 | $612.9K | 0.05% | +147+11.6% | Added |
| Capstone Investment Advisors, LLC | 1,410 | $613.3K | 0.01% | −19,276−93.2% | Reduced |
| GWN Securities Inc. | 1,405 | $613.7K | 0.03% | +1,405 | New |
| Archford Capital Strategies, LLC | 1,421 | $618.1K | 0.09% | −2,538−64.1% | Reduced |
| Financial Counselors Inc | 1,423 | $618.9K | 0.01% | −470−24.8% | Reduced |
| Fiduciary Family Office, LLC | 1,426 | $620.3K | 0.21% | +1,426 | New |
| McLean Asset Management Corp | 1,439 | $620.3K | 0.20% | +32+2.3% | Added |
| SRS Capital Advisors, Inc. | 1,436 | $624.5K | 0.04% | +379+35.9% | Added |
| Donaldson Capital Management, LLC | 1,442 | $627.4K | 0.02% | −582−28.8% | Reduced |
| Colonial River Wealth Management, LLC | 1,448 | $629.6K | 0.35% | −61−4.0% | Reduced |
| Schechter Investment Advisors, LLC | 1,455 | $632.9K | 0.05% | +775+114.0% | Added |
| Claro Advisors LLC | 1,460 | $634.9K | 0.08% | +485+49.7% | Added |
| Douglass Winthrop Advisors, LLC | 1,462 | $635.9K | 0.01% | −50−3.3% | Reduced |
| Prelude Capital Management, LLC | 1,470 | $639.4K | 0.06% | +1,470 | New |
| Keystone Financial Services | 1,479 | $643.1K | 0.25% | +43+3.0% | Added |
| CVFG LLC | 1,483 | $645.2K | 0.59% | +10+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 1,484 | $645.6K | 0.01% | +464+45.5% | Added |
| CX Institutional | 1,486 | $646.0K | 0.02% | +622+72.0% | Added |
| Twin Capital Management Inc | 1,492 | $649.0K | 0.08% | −43−2.8% | Reduced |
| Ellevest, Inc. | 1,493 | $649.4K | 0.04% | +660+79.2% | Added |
| Valmark Advisers, Inc. | 1,496 | $650.9K | 0.01% | +101+7.2% | Added |
| Wedmont Private Capital | 1,483 | $652.4K | 0.03% | +365+32.6% | Added |
| Sectoral Asset Management Inc | 1,500 | $652.4K | 0.51% | +1,500 | New |
| Fielder Capital Group LLC | 1,500 | $652.5K | 0.19% | +186+14.2% | Added |
| Keel Point, LLC | 1,503 | $653.8K | 0.05% | +249+19.9% | Added |
| Michael B. Yongue | 1,509 | $656.4K | 0.84% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,510 | $656.8K | 0.54% | +187+14.1% | Added |
| Heritage Wealth Management, Inc. | 1,510 | $656.8K | 0.22% | −250−14.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $657.2K | 1.29% | −33−2.1% | Reduced |
| Global Trust Asset Management, LLC | 1,512 | $657.7K | 0.40% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,521 | $661.7K | 0.08% | −419−21.6% | Reduced |
| Middleton & Co Inc | 1,525 | $663.3K | 0.08% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,534 | $667.3K | 0.03% | +1,534 | New |
| Fulton Bank, N.A. | 1,540 | $669.8K | 0.03% | +460+42.6% | Added |
| Tranquilli Financial Advisor LLC | 1,545 | $672.0K | 0.43% | +158+11.4% | Added |
| Avantra Family Wealth, Inc. | 1,550 | $674.2K | 0.65% | +36+2.4% | Added |
| Thomasville National Bank | 1,560 | $678.5K | 0.05% | +5+0.3% | Added |
| Old Point Trust & Financial Services N A | 1,567 | $681.6K | 0.24% | −340−17.8% | Reduced |
| Plancorp, LLC | 1,575 | $685.1K | 0.03% | +11+0.7% | Added |
| Impact Investors, Inc | 1,577 | $686.1K | 0.53% | +37+2.4% | Added |
| Novem Group | 1,586 | $690.0K | 0.10% | +487+44.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,587 | $690.3K | 0.06% | −384−19.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,587 | $690.3K | 0.09% | +71+4.7% | Added |
| Busey Wealth Management | 1,588 | $690.7K | 0.02% | −19−1.2% | Reduced |
| Sage Mountain Advisors LLC | 1,589 | $691.2K | 0.05% | +340+27.2% | Added |
| Daymark Wealth Partners, LLC | 1,592 | $692.5K | 0.03% | −350−18.0% | Reduced |
| H&H Retirement Design & Management INC | 1,705 | $693.4K | 0.46% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 1,684 | $696.9K | 0.29% | +1+0.1% | Added |
| Private Trust Co NA | 1,630 | $708.9K | 0.07% | +22+1.4% | Added |
| Fidelis Capital Partners, LLC | 1,691 | $713.1K | 0.08% | +65+4.0% | Added |
| Fortem Financial Group, LLC | 1,641 | $713.8K | 0.28% | −714−30.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,646 | $715.9K | 0.17% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,650 | $717.7K | 0.31% | +41+2.5% | Added |
| Nebula Research & Development LLC | 1,666 | $724.6K | 0.07% | −3,547−68.0% | Reduced |
| LRI Investments, LLC | 1,669 | $725.9K | 0.07% | +23+1.4% | Added |
| Brogan Financial, Inc. | 1,670 | $726.2K | 0.35% | +7+0.4% | Added |
| Outlook Wealth Advisors, LLC | 1,675 | $728.4K | 0.20% | −6−0.4% | Reduced |
| Verus Financial Partners, Inc. | 1,666 | $729.5K | 0.08% | 00.0% | Unchanged |
| Central Trust Co | 1,682 | $731.6K | 0.02% | −44−2.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 1,724 | $731.9K | 0.45% | −30−1.7% | Reduced |
| Detalus Advisors, LLC | 1,695 | $737.2K | 0.23% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,696 | $737.7K | 0.12% | −47−2.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,697 | $738.0K | 0.04% | +244+16.8% | Added |
| Citizens Financial Group Inc | 1,698 | $738.6K | 0.01% | +19+1.1% | Added |
| Benjamin Edwards Inc | 1,698 | $739.1K | 0.01% | −393−18.8% | Reduced |
| Moloney Securities Asset Management, LLC | 1,709 | $743.3K | 0.10% | −72−4.0% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,712 | $744.7K | 0.21% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,728 | $751.6K | 0.15% | +457+36.0% | Added |
| Harbour Investments, Inc. | 1,739 | $756.4K | 0.02% | −149−7.9% | Reduced |
| Heritage Trust Co | 1,754 | $762.9K | 0.09% | +279+18.9% | Added |
| Trexquant Investment LP | 1,756 | $763.8K | 0.01% | +1,756 | New |
| InvesTrust | 1,759 | $765.1K | 0.21% | 00.0% | Unchanged |
| Systematic Financial Management LP | 1,760 | $765.5K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 1,773 | $771.2K | 0.29% | +13+0.7% | Added |
| GeoWealth Management, LLC | 1,773 | $771.5K | 0.03% | +304+20.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,776 | $772.5K | 0.02% | −169−8.7% | Reduced |
| Sendero Wealth Management, LLC | 1,781 | $774.7K | 0.11% | +7+0.4% | Added |
| Humankind Investments LLC | 1,784 | $776.0K | 0.20% | +89+5.3% | Added |
| Benchmark Investment Advisors LLC | 1,784 | $776.0K | 0.50% | −578−24.5% | Reduced |
| Bremer Bank National Association | 1,788 | $777.7K | 0.14% | −56−3.0% | Reduced |
| Bailard, Inc. | 1,793 | $779.9K | 0.02% | +116+6.9% | Added |
| Simplex Trading, LLC | 1,799 | $782.0K | 0.03% | −671−27.2% | Reduced |
| J.W. Cole Advisors, Inc. | 1,801 | $783.2K | 0.02% | +418+30.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $791.2K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,850 | $804.7K | 0.05% | −6−0.3% | Reduced |
| 1st Source Bank | 1,859 | $808.6K | 0.05% | −64−3.3% | Reduced |
| Frisch Financial Group, Inc. | 1,863 | $810.0K | 0.23% | +7+0.4% | Added |
| Taylor Financial Group, Inc. | 1,865 | $811.2K | 0.56% | −100−5.1% | Reduced |
| Capital International Sarl | 1,875 | $815.5K | 0.02% | +846+82.2% | Added |
| Sanders Morris Harris LLC | 1,900 | $822.1K | 0.13% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $824.0K | 0.03% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,920 | $830.2K | 0.01% | −338−15.0% | Reduced |
| Terry L. Blaker | 1,914 | $832.5K | 0.03% | +332+21.0% | Added |