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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 5,275 | $2.29M | 0.20% | +1,160+28.2% | Added |
| United Services Automobile Association | 5,277 | $2.28M | 0.07% | +5,277 | New |
| Legacy Trust | 5,197 | $2.26M | 0.54% | +15+0.3% | Added |
| Lido Advisors, LLC | 5,154 | $2.24M | 0.01% | +805+18.5% | Added |
| Atria Wealth Solutions, Inc. | 5,142 | $2.24M | 0.03% | +111+2.2% | Added |
| Essex Financial Services, Inc. | 5,113 | $2.22M | 0.16% | +41+0.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 5,100 | $2.22M | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 5,095 | $2.22M | 0.52% | −16−0.3% | Reduced |
| Sabal Trust CO | 5,084 | $2.21M | 0.12% | −6−0.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 5,082 | $2.21M | 0.56% | −750−12.9% | Reduced |
| Nomura Holdings Inc | 5,072 | $2.21M | 0.01% | −3,263−39.1% | Reduced |
| Triglav Skladi, D.O.O. | 4,980 | $2.17M | 0.18% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 4,964 | $2.16M | 0.40% | −710−12.5% | Reduced |
| Toth Financial Advisory Corp | 4,956 | $2.16M | 0.26% | −209−4.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,864 | $2.12M | 0.01% | +4,864 | New |
| Paralel Advisors LLC | 4,843 | $2.11M | 0.09% | 00.0% | Unchanged |
| Oak Associates, Ltd | 4,833 | $2.10M | 0.16% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,809 | $2.09M | 0.02% | +108+2.3% | Added |
| Winton Group Ltd | 4,800 | $2.09M | 0.13% | −9,016−65.3% | Reduced |
| Coldstream Capital Management Inc | 4,793 | $2.08M | 0.04% | +876+22.4% | Added |
| APG Asset Management US Inc. | 4,792 | $2.07M | 0.02% | 00.0% | Unchanged |
| Delta Capital Management LLC | 4,765 | $2.07M | 1.20% | −145−3.0% | Reduced |
| Stock Yards Bank & Trust Co | 4,750 | $2.07M | 0.07% | −444−8.5% | Reduced |
| Point72 Hong Kong Ltd | 4,733 | $2.06M | 0.15% | +4,733 | New |
| Ronald Blue Trust, Inc. | 4,721 | $2.05M | 0.03% | −165−3.4% | Reduced |
| Clearbridge Investments, LLC | 4,717 | $2.05M | 0.00% | −864−15.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 4,693 | $2.04M | 1.96% | −110−2.3% | Reduced |
| Palouse Capital Management, Inc. | 4,671 | $2.03M | 1.39% | +601+14.8% | Added |
| Vista Investment Management | 4,645 | $2.02M | 0.79% | −44−0.9% | Reduced |
| Fiduciary Alliance LLC | 4,638 | $2.02M | 0.20% | −318−6.4% | Reduced |
| Meeder Advisory Services, Inc. | 4,614 | $2.01M | 0.12% | +769+20.0% | Added |
| Stonebridge Capital Advisors LLC | 4,604 | $2.00M | 0.16% | +159+3.6% | Added |
| Bangor Savings Bank | 4,602 | $2.00M | 0.19% | −86−1.8% | Reduced |
| Moody National Bank Trust Division | 4,553 | $1.98M | 0.21% | −141−3.0% | Reduced |
| Bragg Financial Advisors, Inc | 4,518 | $1.97M | 0.08% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,511 | $1.96M | 0.03% | −88−1.9% | Reduced |
| Greenfield Savings Bank | 4,486 | $1.95M | 0.96% | −457−9.2% | Reduced |
| Unique Wealth Strategies, LLC | 4,450 | $1.94M | 0.88% | +124+2.9% | Added |
| Magnetar Financial LLC | 4,432 | $1.93M | 0.03% | +2,471+126.0% | Added |
| Pensionfund Sabic | 4,350 | $1.89M | 0.56% | −500−10.3% | Reduced |
| Hofer & Associates. Inc | 4,328 | $1.88M | 1.28% | +83+2.0% | Added |
| Old National Bancorp | 4,328 | $1.88M | 0.05% | +236+5.8% | Added |
| First Manhattan Co | 4,327 | $1.88M | 0.01% | −385−8.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 4,305 | $1.87M | 1.78% | −311−6.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 4,303 | $1.87M | 0.17% | +1,197+38.5% | Added |
| Gluskin Sheff & Assoc Inc | 4,278 | $1.86M | 0.24% | −323−7.0% | Reduced |
| Granite Harbor Advisors, Inc. | 4,255 | $1.85M | 0.98% | +57+1.4% | Added |
| RSM US Wealth Management LLC | 4,253 | $1.85M | 0.03% | +259+6.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,195 | $1.82M | 0.07% | −85−2.0% | Reduced |
| Syon Capital LLC | 4,178 | $1.82M | 0.15% | +480+13.0% | Added |
| Retirement Guys Formula LLC | 4,167 | $1.81M | 0.90% | +1,373+49.1% | Added |
| Stableford Capital II LLC | 4,256 | $1.81M | 0.76% | +1,949+84.5% | Added |
| Tufton Capital Management | 4,124 | $1.79M | 0.35% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,116 | $1.79M | 0.05% | +1,029+33.3% | Added |
| Foundations Investment Advisors, LLC | 4,107 | $1.79M | 0.03% | −1,069−20.7% | Reduced |
| MUFG Securities Americas Inc. | 4,106 | $1.79M | 0.21% | +682+19.9% | Added |
| Portfolio Design Labs, LLC | 4,105 | $1.79M | 0.37% | −4,298−51.1% | Reduced |
| Cetera Trust Company, N.A | 4,101 | $1.78M | 1.14% | +140+3.5% | Added |
| Allen Investment Management LLC | 4,098 | $1.78M | 0.02% | −212−4.9% | Reduced |
| Power Wealth Management LLC | 4,072 | $1.77M | 0.72% | +1,101+37.1% | Added |
| Perigon Wealth Management, LLC | 4,063 | $1.77M | 0.05% | −32−0.8% | Reduced |
| Intrust Bank NA | 4,039 | $1.76M | 0.17% | +384+10.5% | Added |
| TD Private Client Wealth LLC | 4,035 | $1.76M | 0.05% | +1,351+50.3% | Added |
| Horizon Investments, LLC | 4,021 | $1.75M | 0.05% | +169+4.4% | Added |
| Cornercap Investment Counsel Inc | 4,009 | $1.74M | 0.91% | +4,009 | New |
| DSG Capital Advisors, LLC | 4,005 | $1.74M | 0.35% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 4,000 | $1.74M | 0.53% | +4,000 | New |
| Shay Capital LLC | 4,000 | $1.74M | 0.51% | +4,000 | New |
| Pettyjohn, Wood & White, Inc | 3,991 | $1.74M | 0.33% | −122−3.0% | Reduced |
| Twin City Private Wealth, LLC | 3,978 | $1.73M | 1.52% | −163−3.9% | Reduced |
| Clear Harbor Asset Management, LLC | 3,972 | $1.73M | 0.14% | +858+27.6% | Added |
| AMG National Trust Bank | 3,946 | $1.72M | 0.05% | −2−0.1% | Reduced |
| Smith, Moore & Co. | 3,924 | $1.71M | 0.16% | +22+0.6% | Added |
| Fifth Third Wealth Advisors LLC | 3,898 | $1.70M | 0.09% | +1,545+65.7% | Added |
| Copperleaf Capital, LLC | 3,872 | $1.68M | 1.01% | +1,633+72.9% | Added |
| Intellectus Partners, LLC | 3,860 | $1.68M | 0.41% | −150−3.7% | Reduced |
| Allworth Financial LP | 3,905 | $1.67M | 0.01% | +1,217+45.3% | Added |
| Alps Advisors Inc | 3,843 | $1.67M | 0.01% | +40+1.1% | Added |
| WESPAC Advisors SoCal, LLC | 3,832 | $1.67M | 0.43% | +1,288+50.6% | Added |
| FRG Family Wealth Advisors LLC | 3,810 | $1.66M | 0.32% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,794 | $1.65M | 0.66% | −50−1.3% | Reduced |
| Professional Financial Advisors, LLC | 3,776 | $1.64M | 0.42% | +925+32.4% | Added |
| King Wealth | 3,760 | $1.64M | 0.25% | +717+23.6% | Added |
| Intact Investment Management Inc. | 3,750 | $1.63M | 0.06% | −400−9.6% | Reduced |
| Quadrant Capital Group LLC | 3,717 | $1.62M | 0.06% | +2,141+135.9% | Added |
| Flputnam Investment Management Co | 3,716 | $1.62M | 0.03% | −792−17.6% | Reduced |
| True North Advisors, LLC | 3,712 | $1.61M | 0.29% | −942−20.2% | Reduced |
| Uncommon Cents Investing LLC | 3,695 | $1.61M | 0.47% | +5+0.1% | Added |
| Chesley Taft & Associates LLC | 3,689 | $1.60M | 0.08% | −60−1.6% | Reduced |
| Peoples Bank | 3,689 | $1.60M | 1.09% | −5−0.1% | Reduced |
| Narwhal Capital Management | 3,675 | $1.60M | 0.14% | −600−14.0% | Reduced |
| Atlas Capital Advisors LLC | 3,664 | $1.59M | 0.20% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,650 | $1.59M | 0.02% | −395−9.8% | Reduced |
| Frank, Rimerman Advisors LLC | 3,641 | $1.58M | 0.13% | +643+21.4% | Added |
| Bryn Mawr Trust Co | 3,630 | $1.58M | 0.03% | −83−2.2% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,600 | $1.57M | 0.18% | −1,200−25.0% | Reduced |
| AE Wealth Management LLC | 3,595 | $1.56M | 0.01% | +225+6.7% | Added |
| Dorsey & Whitney Trust CO LLC | 3,590 | $1.56M | 0.09% | +209+6.2% | Added |
| Pallas Capital Advisors LLC | 3,588 | $1.56M | 0.06% | +3,588 | New |
| Sapient Capital LLC | 3,580 | $1.56M | 0.03% | −41−1.1% | Reduced |