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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 32,904 | $14.3M | 0.13% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 32,640 | $14.2M | 0.07% | +1,520+4.9% | Added |
| FineMark National Bank & Trust | 32,634 | $14.2M | 0.52% | +481+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 32,118 | $14.0M | 0.11% | +8,699+37.1% | Added |
| Public Sector Pension Investment Board | 31,762 | $13.8M | 0.06% | −43,463−57.8% | Reduced |
| Jones Financial Companies LLLP | 31,936 | $13.8M | 0.01% | +17,908+127.7% | Added |
| Grafton Street Partners Fund, LP | 31,215 | $13.6M | 10.43% | 00.0% | Unchanged |
| Washington Trust Bank | 30,938 | $13.5M | 1.35% | +1,466+5.0% | Added |
| Creative Planning | 30,915 | $13.4M | 0.01% | +7,667+33.0% | Added |
| Elo Mutual Pension Insurance Co | 30,772 | $13.4M | 0.30% | +9,611+45.4% | Added |
| Smith, Salley & Associates | 30,649 | $13.3M | 0.87% | +944+3.2% | Added |
| Edmond de Rothschild Holding S.A. | 30,630 | $13.3M | 0.24% | +322+1.1% | Added |
| Glenmede Trust Co NA | 30,464 | $13.3M | 0.07% | −30,061−49.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,055 | $13.1M | 0.13% | +476+1.6% | Added |
| Gabelli Funds LLC | 30,000 | $13.0M | 0.10% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 29,782 | $13.0M | 0.20% | +5,915+24.8% | Added |
| Public Employees Retirement Association of Colorado | 29,767 | $12.9M | 0.06% | −823−2.7% | Reduced |
| ING Groep NV | 29,614 | $12.9M | 0.09% | −70.0% | Reduced |
| Ieq Capital, LLC | 29,191 | $12.7M | 0.10% | +21,660+287.6% | Added |
| Nissay Asset Management Corp | 28,846 | $12.5M | 0.08% | +356+1.2% | Added |
| Sector Gamma AS | 28,779 | $12.5M | 4.01% | +11,500+66.6% | Added |
| Impax Asset Management Group plc | 28,670 | $12.5M | 0.08% | +3,074+12.0% | Added |
| Federated Hermes, Inc. | 28,474 | $12.4M | 0.03% | −3,060−9.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,036 | $12.2M | 0.69% | 00.0% | Unchanged |
| CIBC World Markets Corp | 27,975 | $12.2M | 0.10% | −8,595−23.5% | Reduced |
| Dana Investment Advisors, Inc. | 27,791 | $12.1M | 0.43% | +7,290+35.6% | Added |
| North Growth Management Ltd. | 28,000 | $12.1M | 2.55% | 00.0% | Unchanged |
| Firetrail Investments Pty Ltd | 27,304 | $12.0M | 3.50% | +949+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,566 | $12.0M | 0.02% | +7,410+36.8% | Added |
| Two Sigma Investments, LP | 27,563 | $12.0M | 0.03% | −473,931−94.5% | Reduced |
| Banque Pictet & Cie SA | 27,503 | $12.0M | 0.13% | +1,335+5.1% | Added |
| M&T Bank Corp | 27,382 | $11.9M | 0.04% | −2,656−8.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 27,237 | $11.8M | 0.05% | −1,093−3.9% | Reduced |
| Mutual of America Capital Management LLC | 27,030 | $11.8M | 0.14% | −2,263−7.7% | Reduced |
| 683 Capital Management, LLC | 27,000 | $11.7M | 1.19% | +27,000 | New |
| Diversified Trust Co | 26,755 | $11.6M | 0.29% | +4,179+18.5% | Added |
| Moore Capital Management, LP | 26,542 | $11.5M | 0.39% | +25,528+2,517.6% | Added |
| Spears Abacus Advisors LLC | 26,228 | $11.4M | 0.25% | −2,194−7.7% | Reduced |
| Hyperion Capital Advisors LP | 26,214 | $11.4M | 6.21% | −22,784−46.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 26,153 | $11.4M | 0.75% | +1,035+4.1% | Added |
| Boston Private Wealth LLC | 26,131 | $11.4M | 0.47% | −3,983−13.2% | Reduced |
| South Dakota Investment Council | 26,114 | $11.4M | 0.23% | +763+3.0% | Added |
| Greatmark Investment Partners, Inc. | 26,082 | $11.3M | 1.55% | +2,154+9.0% | Added |
| ASR Vermogensbeheer N.V. | 25,886 | $11.3M | 0.17% | +25,886 | New |
| Jain Global LLC | 25,398 | $11.0M | 0.23% | +16,032+171.2% | Added |
| Unison Asset Management LLC | 25,567 | $11.0M | 6.50% | +100.0% | Added |
| Generali Asset Management SPA SGR | 25,267 | $11.0M | 0.27% | −4,761−15.9% | Reduced |
| Rheos Capital Works Inc. | 25,000 | $10.9M | 0.89% | +15,000+150.0% | Added |
| Intech Investment Management LLC | 24,743 | $10.8M | 0.11% | −13,874−35.9% | Reduced |
| PEAK6 LLC | 24,723 | $10.8M | 0.42% | +21,590+689.1% | Added |
| Channing Capital Management, LLC | 24,631 | $10.7M | 0.32% | +120.0% | Added |
| Kingsview Wealth Management, LLC | 24,532 | $10.7M | 0.20% | +1,031+4.4% | Added |
| Kames Capital plc | 24,316 | $10.6M | 0.15% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24,262 | $10.6M | 0.35% | +940+4.0% | Added |
| Fisher Funds Management LTD | 23,879 | $10.4M | 0.25% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 23,799 | $10.4M | 0.19% | +10,887+84.3% | Added |
| Modera Wealth Management, LLC | 23,779 | $10.3M | 0.14% | −155−0.6% | Reduced |
| Pensionmark Financial Group, LLC | 23,446 | $10.2M | 0.27% | +2,909+14.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 23,133 | $10.1M | 0.29% | +7,300+46.1% | Added |
| Cna Financial Corp | 23,000 | $10.0M | 6.39% | +3,000+15.0% | Added |
| First Citizens Bank & Trust Co | 22,922 | $9.97M | 0.25% | +1,527+7.1% | Added |
| Colony Group, LLC | 22,446 | $9.76M | 0.02% | +976+4.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 22,404 | $9.74M | 0.10% | +2,011+9.9% | Added |
| Punch & Associates Investment Management, Inc. | 22,233 | $9.67M | 0.63% | −161−0.7% | Reduced |
| Nixon Peabody Trust Co | 21,805 | $9.48M | 0.81% | +9,846+82.3% | Added |
| Crossmark Global Holdings, Inc. | 21,703 | $9.44M | 0.17% | −112−0.5% | Reduced |
| Loomis Sayles & Co L P | 21,688 | $9.43M | 0.01% | −76,690−78.0% | Reduced |
| Scotia Capital Inc. | 21,610 | $9.40M | 0.05% | −2,881−11.8% | Reduced |
| Rafferty Asset Management, LLC | 21,473 | $9.34M | 0.04% | −4,822−18.3% | Reduced |
| Balyasny Asset Management LLC | 21,237 | $9.24M | 0.02% | +726+3.5% | Added |
| TD Waterhouse Canada Inc. | 21,294 | $9.22M | 0.08% | +4,678+28.2% | Added |
| Thrivent Financial for Lutherans | 21,115 | $9.17M | 0.02% | −279,169−93.0% | Reduced |
| Rakuten Investment Management, Inc. | 21,198 | $9.16M | 0.04% | +21,198 | New |
| Cullen/Frost Bankers, Inc. | 20,991 | $9.13M | 0.13% | −288−1.4% | Reduced |
| Quantinno Capital Management LP | 20,731 | $9.02M | 0.06% | +12,211+143.3% | Added |
| Summit Global Investments | 20,564 | $8.95M | 0.65% | −4,408−17.7% | Reduced |
| Verdence Capital Advisors LLC | 20,423 | $8.88M | 0.68% | +9,886+93.8% | Added |
| Boston Common Asset Management, LLC | 20,305 | $8.83M | 0.27% | +3,579+21.4% | Added |
| ProVise Management Group, LLC | 20,247 | $8.81M | 0.75% | +3,104+18.1% | Added |
| Verition Fund Management LLC | 20,174 | $8.77M | 0.05% | −6,533−24.5% | Reduced |
| HB Wealth Management, LLC | 20,118 | $8.75M | 0.07% | +5,167+34.6% | Added |
| Oregon Public Employees Retirement Fund | 19,889 | $8.65M | 0.17% | +10+0.1% | Added |
| Toroso Investments, LLC | 19,836 | $8.63M | 0.07% | +5,079+34.4% | Added |
| J. Safra Sarasin Holding AG | 19,760 | $8.59M | 0.16% | +3,567+22.0% | Added |
| Martingale Asset Management L P | 19,410 | $8.44M | 0.21% | −9,629−33.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,375 | $8.43M | 0.07% | +2,431+14.3% | Added |
| Clough Capital Partners L P | 19,110 | $8.31M | 1.05% | +19,110 | New |
| Mizuho Securities USA LLC | 18,570 | $8.08M | 0.17% | −3,411−15.5% | Reduced |
| Investment Management Corp of Ontario | 18,511 | $8.05M | 0.16% | +100+0.5% | Added |
| Brinker Capital Investments, LLC | 18,419 | $8.01M | 0.08% | −890,376−98.0% | Reduced |
| Orion Portfolio Solutions, LLC | 18,419 | $8.01M | 0.08% | −890,376−98.0% | Reduced |
| Van Eck Associates Corp | 18,367 | $7.99M | 0.01% | +3,483+23.4% | Added |
| Unisphere Establishment | 18,300 | $7.96M | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 18,200 | $7.92M | 0.03% | −3,100−14.6% | Reduced |
| iA Global Asset Management Inc. | 18,192 | $7.91M | 0.14% | −46,793−72.0% | Reduced |
| Guggenheim Capital LLC | 18,162 | $7.90M | 0.07% | −831−4.4% | Reduced |
| Avantax Advisory Services, Inc. | 18,058 | $7.85M | 0.05% | +2,332+14.8% | Added |
| Teachers Retirement System of the State of Kentucky | 17,898 | $7.79M | 0.07% | +702+4.1% | Added |
| Manning & Napier Advisors LLC | 17,759 | $7.72M | 0.10% | +8,613+94.2% | Added |
| Great Lakes Advisors, LLC | 17,520 | $7.62M | 0.07% | −579−3.2% | Reduced |