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 |
|---|---|---|---|---|---|
| Van Den Berg Management I, Inc | 17,209 | $7.49M | 2.29% | +611+3.7% | Added |
| National Philanthropic Trust | 16,917 | $7.36M | 0.12% | −7,842−31.7% | Reduced |
| Fifth Third Bancorp | 16,607 | $7.22M | 0.03% | +409+2.5% | Added |
| Private Advisory Group LLC | 16,500 | $7.18M | 0.82% | +2,114+14.7% | Added |
| Empowered Funds, LLC | 16,355 | $7.11M | 0.10% | −45,517−73.6% | Reduced |
| Cinctive Capital Management LP | 16,293 | $7.09M | 0.56% | +16,293 | New |
| Argent Trust Co | 16,119 | $7.01M | 0.29% | +4,345+36.9% | Added |
| Level Four Advisory Services, LLC | 15,997 | $6.96M | 0.29% | +5,187+48.0% | Added |
| UniSuper Management Pty Ltd | 15,984 | $6.95M | 0.05% | +467+3.0% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 15,973 | $6.95M | 0.95% | +2,186+15.9% | Added |
| Engineers Gate Manager LP | 15,882 | $6.91M | 0.12% | −26,298−62.3% | Reduced |
| Kentucky Retirement Systems | 15,881 | $6.91M | 0.21% | −54−0.3% | Reduced |
| Eversept Partners, LP | 15,698 | $6.83M | 0.77% | −13,480−46.2% | Reduced |
| Northwest & Ethical Investments L.P. | 15,588 | $6.78M | 0.18% | −11,455−42.4% | Reduced |
| Principal Securities, Inc. | 18,374 | $6.78M | 0.15% | 00.0% | Unchanged |
| Atria Investments LLC | 15,573 | $6.77M | 0.09% | +922+6.3% | Added |
| CIBC World Markets Inc. | 15,347 | $6.68M | 0.02% | +993+6.9% | Added |
| Robertson Opportunity Capital, LLC | 15,300 | $6.65M | 2.53% | +15,300 | New |
| Oppenheimer Asset Management Inc. | 15,236 | $6.63M | 0.08% | +7,380+93.9% | Added |
| TCW Group Inc | 15,221 | $6.62M | 0.06% | −45,208−74.8% | Reduced |
| Avanza Fonder AB | 15,105 | $6.49M | 0.21% | −2,764−15.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 14,860 | $6.46M | 1.11% | +6,728+82.7% | Added |
| Pinebridge Investments, L.P. | 14,849 | $6.46M | 0.05% | +2,393+19.2% | Added |
| Sienna Gestion | 15,204 | $6.43M | 0.53% | −1,615−9.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 14,694 | $6.39M | 2.27% | +281+1.9% | Added |
| Mitchell Capital Management Co | 14,626 | $6.36M | 1.21% | +4,185+40.1% | Added |
| Asio Capital, LLC | 14,356 | $6.24M | 1.21% | +3,446+31.6% | Added |
| Berger Financial Group, Inc | 14,248 | $6.20M | 0.43% | +13,684+2,426.2% | Added |
| Hartford Investment Management Co | 14,171 | $6.16M | 0.21% | −147−1.0% | Reduced |
| Morningstar Investment Services LLC | 13,982 | $6.08M | 1.11% | −15,763−53.0% | Reduced |
| Abn Amro Investment Solutions | 13,982 | $6.08M | 0.13% | −23,553−62.7% | Reduced |
| GWM Advisors LLC | 13,912 | $6.05M | 0.04% | +2,531+22.2% | Added |
| Allianz SE | 13,857 | $6.03M | 0.16% | −620−4.3% | Reduced |
| Vestcor Inc | 13,774 | $5.99M | 0.20% | −1,143−7.7% | Reduced |
| CWM, LLC | 13,742 | $5.98M | 0.02% | +9,311+210.1% | Added |
| Wealthfront Advisers LLC | 13,708 | $5.96M | 0.02% | +7,400+117.3% | Added |
| NEOS Investment Management LLC | 13,687 | $5.95M | 0.11% | +2,504+22.4% | Added |
| Beverly Hills Private Wealth, LLC | 13,552 | $5.89M | 1.17% | +1,755+14.9% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 13,524 | $5.88M | 1.72% | −1,584−10.5% | Reduced |
| Andra AP-fonden | 13,500 | $5.87M | 0.10% | −52,500−79.5% | Reduced |
| GHP Investment Advisors, Inc. | 13,302 | $5.79M | 0.28% | +14+0.1% | Added |
| Gulf International Bank (UK) Ltd | 13,210 | $5.75M | 0.20% | −4,750−26.4% | Reduced |
| Atom Investors LP | 13,097 | $5.70M | 0.70% | +13,097 | New |
| Community Bank & Trust, Waco, Texas | 13,092 | $5.69M | 1.34% | −480−3.5% | Reduced |
| Kestra Advisory Services, LLC | 12,876 | $5.60M | 0.03% | +1,237+10.6% | Added |
| Norinchukin Bank, The | 12,546 | $5.46M | 0.10% | +1,721+15.9% | Added |
| Louisiana State Employees Retirement System | 12,500 | $5.44M | 0.11% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 12,500 | $5.44M | 3.44% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 12,438 | $5.41M | 0.37% | +12,438 | New |
| GAM Holding AG | 12,417 | $5.40M | 0.42% | −2,292−15.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,394 | $5.39M | 0.31% | +12,394 | New |
| Hunter Perkins Capital Management, LLC | 12,351 | $5.37M | 1.25% | +3,048+32.8% | Added |
| Securian Asset Management, Inc | 12,320 | $5.36M | 0.16% | −100−0.8% | Reduced |
| River Wealth Advisors LLC | 12,283 | $5.34M | 0.74% | −855−6.5% | Reduced |
| AustralianSuper Pty Ltd | 12,256 | $5.33M | 0.03% | +1,947+18.9% | Added |
| Sava Infond d.o.o. | 12,200 | $5.31M | 1.01% | +2,600+27.1% | Added |
| Parus Finance (UK) Ltd | 12,047 | $5.24M | 1.79% | −359−2.9% | Reduced |
| Ally Financial Inc. | 12,000 | $5.22M | 0.59% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 11,941 | $5.19M | 0.15% | +1,495+14.3% | Added |
| Oxbow Advisors, LLC | 11,904 | $5.18M | 0.55% | +331+2.9% | Added |
| Cornerstone Advisors, LLC | 11,900 | $5.18M | 0.22% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 11,877 | $5.17M | 0.01% | −16,960−58.8% | Reduced |
| Ossiam | 11,820 | $5.14M | 0.07% | +6,812+136.0% | Added |
| Agf Management Ltd | 11,695 | $5.09M | 0.03% | +1,913+19.6% | Added |
| Blume Capital Management, Inc. | 11,636 | $5.06M | 1.13% | +987+9.3% | Added |
| Huntington National Bank | 11,501 | $5.00M | 0.04% | −12,576−52.2% | Reduced |
| Evergreen Wealth Management, LLC | 11,414 | $4.96M | 2.97% | +1,673+17.2% | Added |
| LGT Fund Management Co Ltd. | 11,400 | $4.96M | 0.45% | +6,700+142.6% | Added |
| Te Ahumairangi Investment Management Ltd | 11,370 | $4.95M | 1.05% | −650−5.4% | Reduced |
| Castellan Group, LLC | 11,362 | $4.94M | 1.38% | +5,642+98.6% | Added |
| Vinva Investment Management Ltd | 11,433 | $4.94M | 0.20% | +6,979+156.7% | Added |
| Hilltop Holdings Inc. | 11,246 | $4.89M | 0.31% | +229+2.1% | Added |
| Jane Street Group, LLC | 11,215 | $4.88M | 0.01% | −194,667−94.6% | Reduced |
| Kempen Capital Management N.V. | 10,992 | $4.78M | 0.05% | +402+3.8% | Added |
| Tower Research Capital LLC (TRC) | 10,887 | $4.74M | 0.14% | −1,888−14.8% | Reduced |
| Maryland State Retirement & Pension System | 10,873 | $4.73M | 0.11% | −1,616−12.9% | Reduced |
| New Mexico Educational Retirement Board | 10,846 | $4.72M | 0.17% | −200−1.8% | Reduced |
| Ostrum Asset Management | 10,840 | $4.71M | 0.25% | +6+0.1% | Added |
| Camden National Bank | 10,827 | $4.71M | 0.70% | +399+3.8% | Added |
| Liberty One Investment Management, LLC | 10,661 | $4.64M | 0.47% | +1,582+17.4% | Added |
| CCM Investment Group, LLC | 10,706 | $4.62M | 0.49% | −2,672−20.0% | Reduced |
| Achmea Investment Management B.V. | 10,609 | $4.62M | 0.07% | −12,842−54.8% | Reduced |
| Palmer Knight Co | 10,543 | $4.59M | 2.23% | −174−1.6% | Reduced |
| Walleye Trading LLC | 10,499 | $4.57M | 0.13% | +10,499 | New |
| New Age Alpha Advisors, LLC | 10,447 | $4.54M | 0.20% | +109+1.1% | Added |
| Empirical Finance, LLC | 10,438 | $4.54M | 0.27% | +138+1.3% | Added |
| Shell Asset Management Co | 10,426 | $4.54M | 0.22% | −411−3.8% | Reduced |
| Channing Global Advisors, LLC | 10,312 | $4.49M | 3.05% | −13−0.1% | Reduced |
| Logan Capital Management Inc | 10,257 | $4.46M | 0.20% | −465−4.3% | Reduced |
| Timber Creek Capital Management LLC | 10,165 | $4.42M | 1.18% | +2,815+38.3% | Added |
| Mill Capital Management, LLC | 10,142 | $4.41M | 0.35% | −91−0.9% | Reduced |
| Rench Wealth Management, Inc. | 10,127 | $4.40M | 1.52% | +204+2.1% | Added |
| HRT Financial LP | 10,117 | $4.40M | 0.03% | −13,076−56.4% | Reduced |
| Keybank National Association | 10,112 | $4.40M | 0.02% | −276−2.7% | Reduced |
| Winmill & Co. Inc | 10,040 | $4.37M | 1.33% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 9,968 | $4.35M | 0.18% | +6,265+169.2% | Added |
| Private Advisor Group, LLC | 9,970 | $4.34M | 0.03% | +468+4.9% | Added |
| Park Avenue Securities LLC | 9,949 | $4.33M | 0.05% | +3,249+48.5% | Added |
| E. Ohman J:or Asset Management AB | 9,921 | $4.32M | 0.11% | −519−5.0% | Reduced |
| Kennedy Capital Management, Inc. | 9,903 | $4.31M | 0.10% | −4,500−31.2% | Reduced |