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 |
|---|---|---|---|---|---|
| Pacific Global Investment Management CO | 1,927 | $838.2K | 1.19% | −10−0.5% | Reduced |
| S&CO Inc | 1,931 | $839.0K | 0.06% | +1,931 | New |
| Apella Capital, LLC | 1,926 | $839.1K | 0.03% | +16+0.8% | Added |
| Nilsine Partners, LLC | 1,931 | $839.9K | 0.09% | +93+5.1% | Added |
| Arkadios Wealth Advisors | 1,932 | $840.2K | 0.03% | +825+74.5% | Added |
| Bedel Financial Consulting, Inc. | 2,031 | $840.8K | 0.12% | +435+27.3% | Added |
| Journey Strategic Wealth LLC | 1,938 | $842.9K | 0.03% | +885+84.0% | Added |
| RFG Advisory, LLC | 1,945 | $846.1K | 0.02% | +128+7.0% | Added |
| Willner & Heller, LLC | 1,946 | $846.6K | 0.78% | −146−7.0% | Reduced |
| Ameritas Advisory Services, LLC | 2,043 | $849.9K | 0.03% | −4−0.2% | Reduced |
| Mutual Advisors, LLC | 2,025 | $854.1K | 0.02% | −138−6.4% | Reduced |
| Pure Financial Advisors, Inc. | 1,973 | $858.3K | 0.02% | +95+5.1% | Added |
| Hancock Whitney Corp | 1,985 | $863.4K | 0.03% | −95−4.6% | Reduced |
| GTS Securities LLC | 1,989 | $865.1K | 0.04% | +114+6.1% | Added |
| Austin Private Wealth, LLC | 1,996 | $868.2K | 0.08% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 2,000 | $869.9K | 0.11% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $869.9K | 0.42% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,009 | $873.8K | 0.07% | +491+32.3% | Added |
| Callan Family Office, LLC | 2,015 | $876.4K | 0.07% | −454−18.4% | Reduced |
| Richwood Investment Advisors, LLC | 2,017 | $877.3K | 0.75% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 2,022 | $879.6K | 0.37% | −10−0.5% | Reduced |
| Modern Wealth Management, LLC | 2,032 | $883.6K | 0.03% | +187+10.1% | Added |
| James Investment Research Inc | 2,042 | $888.2K | 0.11% | −82−3.9% | Reduced |
| Ballentine Partners, LLC | 2,051 | $891.9K | 0.02% | +360+21.3% | Added |
| Asset Dedication, LLC | 2,053 | $893.0K | 0.07% | +134+7.0% | Added |
| Synergy Financial Management, LLC | 2,061 | $896.5K | 0.11% | +2,061 | New |
| Berkshire Asset Management LLC | 2,199 | $906.8K | 0.04% | +785+55.5% | Added |
| Alaska Permanent Fund Corp | 2,164 | $910.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,096 | $911.7K | 0.01% | −25−1.2% | Reduced |
| LGT Group Foundation | 2,107 | $916.5K | 0.01% | −40,557−95.1% | Reduced |
| Romano Brothers and Company | 2,116 | $920.4K | 0.12% | −46−2.1% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,144 | $932.6K | 0.61% | +540+33.7% | Added |
| Lecap Asset Management Ltd | 2,147 | $933.9K | 0.22% | −2,806−56.7% | Reduced |
| Smartleaf Asset Management LLC | 2,163 | $934.4K | 0.09% | +32+1.5% | Added |
| Keystone Financial Group | 2,166 | $935.6K | 0.10% | +487+29.0% | Added |
| Chicago Capital, LLC | 2,169 | $943.4K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,183 | $949.3K | 0.07% | +419+23.8% | Added |
| Icon Advisers Inc | 2,185 | $950.4K | 0.22% | −4,588−67.7% | Reduced |
| Concurrent Investment Advisors, LLC | 2,189 | $952.1K | 0.02% | +735+50.6% | Added |
| Sigma Planning Corp | 2,194 | $954.5K | 0.03% | +174+8.6% | Added |
| Sumitomo Life Insurance Co | 2,195 | $954.7K | 0.03% | +22+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 2,200 | $956.9K | 0.01% | −848−27.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,210 | $961.3K | 0.03% | −50−2.2% | Reduced |
| Barlow Wealth Partners, Inc. | 2,280 | $961.4K | 0.13% | +30+1.3% | Added |
| Skopos Labs, Inc. | 2,213 | $962.6K | 0.21% | +758+52.1% | Added |
| Westpac Banking Corp | 2,220 | $965.6K | 0.07% | −602−21.3% | Reduced |
| Financial Security Advisor, Inc. | 2,222 | $966.3K | 0.25% | −106−4.6% | Reduced |
| Barden Capital Management, Inc. | 2,227 | $968.7K | 0.86% | +91+4.3% | Added |
| Graypoint LLC | 2,228 | $969.0K | 0.06% | +658+41.9% | Added |
| NorthRock Partners, LLC | 2,230 | $970.0K | 0.03% | +158+7.6% | Added |
| Raiffeisen Bank International AG | 2,254 | $973.7K | 0.02% | −1,028−31.3% | Reduced |
| Advisory Services Network, LLC | 2,277 | $990.5K | 0.02% | −122−5.1% | Reduced |
| ISAM Funds (UK) Ltd | 2,290 | $996.1K | 0.49% | +2,290 | New |
| SIH Partners, LLLP | 2,294 | $997.8K | 0.09% | +2,294 | New |
| Pitcairn Co | 2,311 | $1.01M | 0.06% | +4+0.2% | Added |
| Naviter Wealth, LLC | 2,331 | $1.01M | 0.12% | −1,193−33.9% | Reduced |
| Buckley Wealth Management, LLC | 2,318 | $1.01M | 0.31% | +93+4.2% | Added |
| T. Rowe Price Investment Management, Inc. | 2,321 | $1.01M | 0.00% | +983+73.5% | Added |
| Roberts Glore & Co Inc | 2,325 | $1.01M | 0.31% | +113+5.1% | Added |
| Cigna Investments Inc | 2,329 | $1.01M | 0.19% | −30−1.3% | Reduced |
| Vestor Capital, LLC | 2,346 | $1.02M | 0.08% | −4−0.2% | Reduced |
| Matisse Capital | 2,350 | $1.02M | 0.54% | 00.0% | Unchanged |
| Shelton Capital Management | 2,363 | $1.03M | 0.02% | −36−1.5% | Reduced |
| Trueblood Wealth Management, LLC | 2,364 | $1.03M | 0.48% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,368 | $1.03M | 0.06% | −196−7.6% | Reduced |
| Clarius Group, LLC | 2,372 | $1.03M | 0.06% | +558+30.8% | Added |
| Centaurus Financial, Inc. | 2,380 | $1.03M | 0.06% | +131+5.8% | Added |
| Atlantic Union Bankshares Corp | 2,395 | $1.04M | 0.06% | −887−27.0% | Reduced |
| Patton Albertson Miller Group, LLC | 2,410 | $1.05M | 0.16% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,422 | $1.05M | 0.25% | +7+0.3% | Added |
| Eisler Capital Management Ltd. | 2,425 | $1.06M | 0.03% | −1,504−38.3% | Reduced |
| Principle Wealth Partners LLC | 2,473 | $1.08M | 0.08% | −80−3.1% | Reduced |
| SeaCrest Wealth Management, LLC | 2,474 | $1.08M | 0.12% | +378+18.0% | Added |
| Congress Wealth Management LLC | 2,475 | $1.08M | 0.01% | −150−5.7% | Reduced |
| Generali Investments, Management Co LLC | 2,491 | $1.08M | 0.31% | +688+38.2% | Added |
| Versor Investments LP | 2,499 | $1.09M | 0.18% | +2,499 | New |
| Quantessence Capital LLC | 2,500 | $1.09M | 0.27% | +2,500 | New |
| Fairtree Asset Management (Pty) Ltd | 2,512 | $1.09M | 0.88% | −282−10.1% | Reduced |
| SBI Securities Co., Ltd. | 2,530 | $1.10M | 0.04% | +34+1.4% | Added |
| Qtron Investments LLC | 2,542 | $1.11M | 0.17% | −579−18.6% | Reduced |
| Compagnie Lombard Odier SCmA | 2,543 | $1.11M | 0.01% | +2,543 | New |
| Hickory Asset Management, Inc. | 2,553 | $1.11M | 0.99% | −161−5.9% | Reduced |
| Regions Financial Corp | 2,564 | $1.12M | 0.01% | −305−10.6% | Reduced |
| Insight Inv LLC | 2,567 | $1.12M | 0.77% | +10+0.4% | Added |
| Cidel Asset Management Inc | 2,585 | $1.12M | 0.07% | +288+12.5% | Added |
| Drucker Wealth 3.0, LLC | 2,586 | $1.12M | 0.25% | −789−23.4% | Reduced |
| Fundamentun, LLC | 2,599 | $1.13M | 0.06% | +1,987+324.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $1.13M | 0.11% | 00.0% | Unchanged |
| Axecap Investments, LLC | 2,600 | $1.13M | 0.96% | +2,600 | New |
| Searle & Co. | 2,606 | $1.13M | 0.32% | −220−7.8% | Reduced |
| First National Bank of Hutchinson | 2,609 | $1.13M | 0.75% | +790+43.4% | Added |
| Grove Bank & Trust | 2,612 | $1.14M | 0.15% | +37+1.4% | Added |
| Buckingham Strategic Partners | 2,612 | $1.14M | 0.02% | +1,756+205.1% | Added |
| Apollon Wealth Management, LLC | 2,615 | $1.14M | 0.03% | −100−3.7% | Reduced |
| Wedbush Securities Inc | 2,620 | $1.14M | 0.04% | +8+0.3% | Added |
| Smithbridge Asset Management Inc | 2,627 | $1.14M | 0.21% | +2,627 | New |
| Signature Estate & Investment Advisors LLC | 2,648 | $1.15M | 0.03% | −3,683−58.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,662 | $1.16M | 0.12% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,667 | $1.16M | 0.04% | −347−11.5% | Reduced |
| VELA Investment Management, LLC | 2,674 | $1.16M | 0.40% | +600+28.9% | Added |