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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Kirtland Hills Capital Management, LLC | 1,724 | $731.9K | 0.45% | −30−1.7% | Reduced |
| Central Trust Co | 1,682 | $731.6K | 0.02% | −44−2.5% | Reduced |
| Verus Financial Partners, Inc. | 1,666 | $729.5K | 0.08% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,675 | $728.4K | 0.20% | −6−0.4% | Reduced |
| Brogan Financial, Inc. | 1,670 | $726.2K | 0.35% | +7+0.4% | Added |
| LRI Investments, LLC | 1,669 | $725.9K | 0.07% | +23+1.4% | Added |
| Nebula Research & Development LLC | 1,666 | $724.6K | 0.07% | −3,547−68.0% | Reduced |
| Ruggaard & Associates LLC | 1,650 | $717.7K | 0.31% | +41+2.5% | Added |
| Burke & Herbert Bank & Trust Co | 1,646 | $715.9K | 0.17% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,641 | $713.8K | 0.28% | −714−30.3% | Reduced |
| Fidelis Capital Partners, LLC | 1,691 | $713.1K | 0.08% | +65+4.0% | Added |
| Private Trust Co NA | 1,630 | $708.9K | 0.07% | +22+1.4% | Added |
| Fullcircle Wealth LLC | 1,684 | $696.9K | 0.29% | +1+0.1% | Added |
| H&H Retirement Design & Management INC | 1,705 | $693.4K | 0.46% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 1,592 | $692.5K | 0.03% | −350−18.0% | Reduced |
| Sage Mountain Advisors LLC | 1,589 | $691.2K | 0.05% | +340+27.2% | Added |
| Busey Wealth Management | 1,588 | $690.7K | 0.02% | −19−1.2% | Reduced |
| 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 |
| Novem Group | 1,586 | $690.0K | 0.10% | +487+44.3% | Added |
| Impact Investors, Inc | 1,577 | $686.1K | 0.53% | +37+2.4% | Added |
| Plancorp, LLC | 1,575 | $685.1K | 0.03% | +11+0.7% | Added |
| Old Point Trust & Financial Services N A | 1,567 | $681.6K | 0.24% | −340−17.8% | Reduced |
| Thomasville National Bank | 1,560 | $678.5K | 0.05% | +5+0.3% | Added |
| Avantra Family Wealth, Inc. | 1,550 | $674.2K | 0.65% | +36+2.4% | Added |
| Tranquilli Financial Advisor LLC | 1,545 | $672.0K | 0.43% | +158+11.4% | Added |
| Fulton Bank, N.A. | 1,540 | $669.8K | 0.03% | +460+42.6% | Added |
| Sowell Financial Services LLC | 1,534 | $667.3K | 0.03% | +1,534 | New |
| Middleton & Co Inc | 1,525 | $663.3K | 0.08% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,521 | $661.7K | 0.08% | −419−21.6% | Reduced |
| Global Trust Asset Management, LLC | 1,512 | $657.7K | 0.40% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $657.2K | 1.29% | −33−2.1% | Reduced |
| Heritage Wealth Management, Inc. | 1,510 | $656.8K | 0.22% | −250−14.2% | Reduced |
| Northern Financial Advisors Inc | 1,510 | $656.8K | 0.54% | +187+14.1% | Added |
| Michael B. Yongue | 1,509 | $656.4K | 0.84% | 00.0% | Unchanged |
| Keel Point, LLC | 1,503 | $653.8K | 0.05% | +249+19.9% | Added |
| Fielder Capital Group LLC | 1,500 | $652.5K | 0.19% | +186+14.2% | Added |
| Sectoral Asset Management Inc | 1,500 | $652.4K | 0.51% | +1,500 | New |
| Wedmont Private Capital | 1,483 | $652.4K | 0.03% | +365+32.6% | Added |
| Valmark Advisers, Inc. | 1,496 | $650.9K | 0.01% | +101+7.2% | Added |
| Ellevest, Inc. | 1,493 | $649.4K | 0.04% | +660+79.2% | Added |
| Twin Capital Management Inc | 1,492 | $649.0K | 0.08% | −43−2.8% | Reduced |
| CX Institutional | 1,486 | $646.0K | 0.02% | +622+72.0% | Added |
| Prime Capital Investment Advisors, LLC | 1,484 | $645.6K | 0.01% | +464+45.5% | Added |
| CVFG LLC | 1,483 | $645.2K | 0.59% | +10+0.7% | Added |
| Keystone Financial Services | 1,479 | $643.1K | 0.25% | +43+3.0% | Added |
| Prelude Capital Management, LLC | 1,470 | $639.4K | 0.06% | +1,470 | New |
| Douglass Winthrop Advisors, LLC | 1,462 | $635.9K | 0.01% | −50−3.3% | Reduced |
| Claro Advisors LLC | 1,460 | $634.9K | 0.08% | +485+49.7% | Added |
| Schechter Investment Advisors, LLC | 1,455 | $632.9K | 0.05% | +775+114.0% | Added |
| Colonial River Wealth Management, LLC | 1,448 | $629.6K | 0.35% | −61−4.0% | Reduced |
| Donaldson Capital Management, LLC | 1,442 | $627.4K | 0.02% | −582−28.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,436 | $624.5K | 0.04% | +379+35.9% | Added |
| McLean Asset Management Corp | 1,439 | $620.3K | 0.20% | +32+2.3% | Added |
| Fiduciary Family Office, LLC | 1,426 | $620.3K | 0.21% | +1,426 | New |
| Financial Counselors Inc | 1,423 | $618.9K | 0.01% | −470−24.8% | Reduced |
| Archford Capital Strategies, LLC | 1,421 | $618.1K | 0.09% | −2,538−64.1% | Reduced |
| GWN Securities Inc. | 1,405 | $613.7K | 0.03% | +1,405 | New |
| Capstone Investment Advisors, LLC | 1,410 | $613.3K | 0.01% | −19,276−93.2% | Reduced |
| Callan Capital, LLC | 1,409 | $612.9K | 0.05% | +147+11.6% | Added |
| Permanens Capital L.P. | 1,406 | $611.6K | 0.11% | +397+39.3% | Added |
| Centric Wealth Management | 1,403 | $610.2K | 0.16% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 1,390 | $601.4K | 0.22% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,379 | $599.8K | 0.34% | 00.0% | Unchanged |
| Colonial Trust Co | 1,377 | $599.1K | 0.09% | +348+33.8% | Added |
| Horizon Bancorp Inc | 1,378 | $599.0K | 0.34% | −2−0.1% | Reduced |
| VisionPoint Advisory Group, LLC | 1,375 | $598.1K | 0.20% | +122+9.7% | Added |
| Patrick M Sweeney & Associates, Inc | 1,358 | $590.5K | 0.44% | +15+1.1% | Added |
| Conning Inc. | 1,355 | $589.4K | 0.02% | −46−3.3% | Reduced |
| Defined Wealth Management, LLC | 1,352 | $588.1K | 0.40% | +12+0.9% | Added |
| Legacy Advisors, LLC | 1,345 | $585.0K | 0.06% | +145+12.1% | Added |
| WSFS Capital Management, LLC | 1,339 | $582.4K | 0.03% | −904−40.3% | Reduced |
| Sagespring Wealth Partners, LLC | 1,339 | $582.2K | 0.01% | +640+91.6% | Added |
| PFG Investments, LLC | 1,338 | $581.9K | 0.04% | +1+0.1% | Added |
| Atlas Private Wealth Advisors | 1,332 | $579.7K | 0.08% | +18+1.4% | Added |
| Harvest Fund Management Co., Ltd | 1,330 | $579.0K | 0.03% | +1,330 | New |
| Clear Creek Financial Management, LLC | 1,329 | $578.2K | 0.06% | +1,329 | New |
| Change Path, LLC | 1,328 | $577.7K | 0.02% | +79+6.3% | Added |
| 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 |
| Howard Capital Management Inc. | 1,318 | $573.3K | 0.01% | −206−13.5% | Reduced |
| E Fund Management Co., Ltd. | 1,313 | $571.1K | 0.03% | −112−7.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,312 | $570.8K | 0.02% | +12+0.9% | Added |
| Salem Investment Counselors Inc | 1,311 | $570.2K | 0.02% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,311 | $570.0K | 0.16% | −271−17.1% | Reduced |
| Lebenthal Global Advisors, LLC | 1,307 | $568.5K | 0.11% | +1,307 | New |
| Miracle Mile Advisors, LLC | 1,306 | $567.8K | 0.01% | +112+9.4% | Added |
| Finward Bancorp | 1,303 | $566.8K | 0.49% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,325 | $565.6K | 0.04% | +1,325 | New |
| Asahi Life Asset Management Co., Ltd. | 1,300 | $565.4K | 0.37% | +485+59.5% | Added |
| Evermay Wealth Management LLC | 1,295 | $563.3K | 0.07% | −372−22.3% | Reduced |
| Silver Oak Securities, Inc | 1,303 | $563.0K | 0.05% | −505−27.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,287 | $559.8K | 0.17% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,328 | $558.5K | 0.05% | +1,328 | New |
| Quent Capital, LLC | 1,280 | $556.6K | 0.06% | −208−14.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,273 | $553.7K | 0.19% | 00.0% | Unchanged |
| 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 |
| Compass Wealth Management LLC | 1,268 | $551.5K | 0.14% | −200−13.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,265 | $550.2K | 0.02% | −101−7.4% | Reduced |