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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 9,793 | $4.26M | 0.06% | +8,563+696.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 9,765 | $4.25M | 0.01% | −92,235−90.4% | Reduced |
| Millennium Management LLC | 9,729 | $4.23M | 0.00% | −240,336−96.1% | Reduced |
| AIA Group Ltd | 9,689 | $4.21M | 0.10% | +8,429+669.0% | Added |
| JB Capital LLC | 9,679 | $4.21M | 0.23% | +295+3.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,653 | $4.20M | 0.04% | −12,527−56.5% | Reduced |
| BDF-Gestion | 9,534 | $4.15M | 0.46% | 00.0% | Unchanged |
| Stephens Inc | 9,512 | $4.14M | 0.06% | −11,522−54.8% | Reduced |
| Banque Cantonale Vaudoise | 9,421 | $4.10M | 0.18% | +9,421 | New |
| Hamilton Capital Partners Inc. | 9,320 | $4.05M | 0.26% | +1,937+26.2% | Added |
| Voya Financial Advisors, Inc. | 9,158 | $3.96M | 0.44% | +563+6.6% | Added |
| Stanley-Laman Group, Ltd. | 8,955 | $3.90M | 0.60% | +747+9.1% | Added |
| Wolverine Trading, LLC | 8,997 | $3.89M | 0.12% | −2,364−20.8% | Reduced |
| SG Americas Securities, LLC | 8,909 | $3.88M | 0.01% | −269−2.9% | Reduced |
| Meeder Asset Management Inc | 8,891 | $3.87M | 0.26% | +8,825+13,371.2% | Added |
| Sandy Spring Bank | 8,868 | $3.86M | 0.16% | −4,312−32.7% | Reduced |
| Exchange Traded Concepts, LLC | 8,793 | $3.82M | 0.07% | +6,450+275.3% | Added |
| Delta Investment Management, LLC | 8,777 | $3.82M | 0.77% | −210−2.3% | Reduced |
| Cresset Asset Management, LLC | 8,736 | $3.80M | 0.02% | −488−5.3% | Reduced |
| Clearstead Advisors, LLC | 8,404 | $3.66M | 0.06% | −371−4.2% | Reduced |
| Peapack Gladstone Financial Corp | 8,318 | $3.62M | 0.05% | −1,107−11.7% | Reduced |
| Benedict Financial Advisors Inc | 8,279 | $3.60M | 0.83% | +63+0.8% | Added |
| Eagle Rock Investment Company, LLC | 8,203 | $3.57M | 0.61% | +1,281+18.5% | Added |
| Bokf, NA | 8,110 | $3.53M | 0.06% | −1,476−15.4% | Reduced |
| Everence Capital Management Inc | 8,040 | $3.50M | 0.24% | +530+7.1% | Added |
| Cary Street Partners Financial LLC | 8,037 | $3.50M | 0.11% | −635−7.3% | Reduced |
| Walleye Capital LLC | 8,026 | $3.49M | 0.04% | −3,726−31.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,059 | $3.48M | 0.04% | +1,906+31.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.48M | 0.82% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,989 | $3.48M | 0.08% | −43−0.5% | Reduced |
| Synovus Financial Corp | 7,954 | $3.46M | 0.04% | −226−2.8% | Reduced |
| Arnhold LLC | 7,899 | $3.44M | 0.35% | 00.0% | Unchanged |
| LMR Partners LLP | 7,887 | $3.43M | 0.07% | 00.0% | Unchanged |
| Groupama Asset Managment | 7,844 | $3.39M | 0.07% | −882−10.1% | Reduced |
| Allen Capital Group, LLC | 7,729 | $3.36M | 0.39% | +7,729 | New |
| AG2R la Mondiale Gestion D'Actifs | 8,733 | $3.35M | 0.18% | +8,733 | New |
| Allstate Corp | 7,689 | $3.34M | 0.10% | +762+11.0% | Added |
| MAI Capital Management | 7,688 | $3.34M | 0.03% | −5,218−40.4% | Reduced |
| Resources Investment Advisors, LLC. | 7,668 | $3.34M | 0.04% | −155−2.0% | Reduced |
| Radnor Capital Management, LLC | 7,620 | $3.31M | 0.56% | +55+0.7% | Added |
| Ilex Capital Partners (UK) LLP | 7,607 | $3.31M | 0.14% | +7,607 | New |
| Thompson Siegel & Walmsley LLC | 7,567 | $3.29M | 0.06% | +7,567 | New |
| Tandem Capital Management Corp | 7,548 | $3.28M | 1.83% | −115−1.5% | Reduced |
| Tiaa Trust, National Association | 7,509 | $3.27M | 0.01% | −617−7.6% | Reduced |
| Mediolanum International Funds Ltd | 7,522 | $3.25M | 0.05% | −1,086−12.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,420 | $3.23M | 0.29% | −1,285−14.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,377 | $3.21M | 0.05% | +13+0.2% | Added |
| Chemistry Wealth Management LLC | 7,334 | $3.19M | 0.74% | +1,568+27.2% | Added |
| Unison Advisors LLC | 7,300 | $3.18M | 0.40% | +7,300 | New |
| Dynamic Advisor Solutions LLC | 7,217 | $3.14M | 0.10% | −354−4.7% | Reduced |
| Vontobel Holding Ltd. | 7,212 | $3.14M | 0.01% | +1,052+17.1% | Added |
| TownSquare Capital, LLC | 7,170 | $3.12M | 0.03% | +803+12.6% | Added |
| United Capital Financial Advisers, LLC | 7,157 | $3.11M | 0.03% | +1,061+17.4% | Added |
| LMCG Investments, LLC | 6,972 | $3.03M | 0.20% | −12,429−64.1% | Reduced |
| Family Legacy, Inc. | 6,957 | $3.03M | 1.04% | +126+1.8% | Added |
| Edmp, Inc. | 6,946 | $3.02M | 2.53% | +473+7.3% | Added |
| Bull Street Advisors, LLC | 6,901 | $3.00M | 1.44% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 6,893 | $3.00M | 0.39% | +452+7.0% | Added |
| Greenleaf Trust | 6,866 | $2.99M | 0.03% | +975+16.6% | Added |
| Maia Wealth LLC | 6,765 | $2.98M | 0.68% | +333+5.2% | Added |
| Round Rock Advisors, LLC | 6,815 | $2.96M | 0.55% | −483−6.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,764 | $2.94M | 0.21% | +6,764 | New |
| Ascent Group, LLC | 6,759 | $2.94M | 0.13% | +501+8.0% | Added |
| Sequoia Financial Advisors, LLC | 6,717 | $2.92M | 0.02% | +913+15.7% | Added |
| Kestra Private Wealth Services, LLC | 6,672 | $2.90M | 0.05% | +637+10.6% | Added |
| Earnest Partners LLC | 6,648 | $2.89M | 0.01% | −100−1.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 6,579 | $2.86M | 1.65% | +342+5.5% | Added |
| Burney Co | 6,519 | $2.84M | 0.10% | −321−4.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,516 | $2.83M | 0.10% | +410+6.7% | Added |
| Anchor Investment Management, LLC | 6,490 | $2.82M | 0.26% | −911−12.3% | Reduced |
| RDA Financial Network | 6,466 | $2.81M | 0.84% | +82+1.3% | Added |
| Equitable Trust Co | 6,452 | $2.81M | 0.16% | +4,391+213.1% | Added |
| Community Bank, N.A. | 6,426 | $2.79M | 0.37% | +401+6.7% | Added |
| Merit Financial Group, LLC | 6,393 | $2.78M | 0.04% | +2,975+87.0% | Added |
| CAPROCK Group, Inc. | 6,380 | $2.78M | 0.08% | +989+18.3% | Added |
| Lester Murray Antman dba SimplyRich | 6,341 | $2.76M | 0.80% | +92+1.5% | Added |
| GLOBALT Investments LLC | 6,306 | $2.74M | 0.11% | +24+0.4% | Added |
| Warren Averett Asset Management, LLC | 6,229 | $2.71M | 0.03% | +719+13.0% | Added |
| Coastline Trust Co | 6,129 | $2.67M | 0.33% | −715−10.4% | Reduced |
| Neo Ivy Capital Management | 6,104 | $2.65M | 0.85% | +5,129+526.1% | Added |
| Blair William & Co | 6,080 | $2.64M | 0.01% | −976−13.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 6,003 | $2.61M | 0.52% | −26−0.4% | Reduced |
| Hardy Reed LLC | 5,861 | $2.55M | 0.22% | +3,574+156.3% | Added |
| Strategy Asset Managers LLC | 5,858 | $2.55M | 0.53% | +118+2.1% | Added |
| Guardian Partners Inc. | 5,946 | $2.54M | 0.26% | −70−1.2% | Reduced |
| HF Advisory Group, LLC | 5,825 | $2.53M | 1.11% | +755+14.9% | Added |
| Greenup Street Wealth Management LLC | 5,799 | $2.52M | 0.50% | +5,799 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,783 | $2.52M | 0.34% | +1,293+28.8% | Added |
| Oppenheimer & Co Inc | 5,744 | $2.50M | 0.04% | +123+2.2% | Added |
| Johnson Investment Counsel Inc | 5,611 | $2.44M | 0.02% | +126+2.3% | Added |
| YHB Investment Advisors, Inc. | 5,545 | $2.41M | 0.20% | +98+1.8% | Added |
| Semmax Financial Advisors Inc. | 5,960 | $2.41M | 0.65% | −4,358−42.2% | Reduced |
| Savant Capital, LLC | 5,533 | $2.41M | 0.02% | −828−13.0% | Reduced |
| KCM Investment Advisors LLC | 5,493 | $2.39M | 0.09% | +239+4.5% | Added |
| D.A. Davidson & Co. | 5,469 | $2.38M | 0.02% | −47−0.9% | Reduced |
| Legato Capital Management LLC | 5,433 | $2.36M | 0.32% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 5,426 | $2.36M | 0.01% | −73−1.3% | Reduced |
| Ami Investment Management Inc | 5,286 | $2.30M | 0.74% | +851+19.2% | Added |
| Plato Investment Management Ltd | 5,223 | $2.30M | 0.19% | −414−7.3% | Reduced |
| Jefferies Financial Group Inc. | 5,278 | $2.30M | 0.04% | −17,057−76.4% | Reduced |