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 |
|---|---|---|---|---|---|
| Prana Capital Management, LP | 3,561 | $1.55M | 0.06% | −21,522−85.8% | Reduced |
| Independent Advisor Alliance | 3,552 | $1.54M | 0.05% | −438−11.0% | Reduced |
| Burling Wealth Partners, LLC | 3,528 | $1.53M | 0.32% | −4,012−53.2% | Reduced |
| Integrated Advisors Network LLC | 3,520 | $1.53M | 0.08% | +59+1.7% | Added |
| Cypress Advisory Group LLC | 3,517 | $1.53M | 1.40% | −1,317−27.2% | Reduced |
| Acadian Asset Management LLC | 3,521 | $1.53M | 0.00% | −5,024−58.8% | Reduced |
| Kornitzer Capital Management Inc | 3,510 | $1.53M | 0.03% | +110+3.2% | Added |
| EP Wealth Advisors, LLC | 3,508 | $1.53M | 0.01% | +1,307+59.4% | Added |
| Great Valley Advisor Group, Inc. | 3,489 | $1.52M | 0.03% | −428−10.9% | Reduced |
| Rehmann Capital Advisory Group | 3,463 | $1.51M | 0.09% | +585+20.3% | Added |
| Simplicity Wealth,LLC | 3,422 | $1.49M | 0.12% | +3,422 | New |
| Csenge Advisory Group | 3,497 | $1.48M | 0.08% | +87+2.6% | Added |
| IMA Wealth, Inc. | 3,412 | $1.48M | 0.18% | −214−5.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,402 | $1.48M | 0.58% | +558+19.6% | Added |
| GAMMA Investing LLC | 3,390 | $1.47M | 0.11% | +1,588+88.1% | Added |
| Inkwell Capital LLC | 3,376 | $1.47M | 1.60% | +136+4.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,365 | $1.46M | 0.30% | +40+1.2% | Added |
| Caisse des Depots Et Consignations | 3,339 | $1.45M | 0.07% | −91−2.7% | Reduced |
| HighVista Strategies LLC | 3,300 | $1.44M | 0.55% | +3,300 | New |
| Applied Finance Capital Management, LLC | 3,237 | $1.41M | 0.10% | +3,237 | New |
| Mission Wealth Management, LP | 3,210 | $1.40M | 0.04% | +72+2.3% | Added |
| HighPoint Advisor Group LLC | 3,354 | $1.39M | 0.08% | +162+5.1% | Added |
| Sentry LLC | 3,189 | $1.39M | 0.27% | +146+4.8% | Added |
| Todd Asset Management LLC | 3,182 | $1.38M | 0.03% | −20−0.6% | Reduced |
| Brighton Jones LLC | 3,177 | $1.38M | 0.04% | −166−5.0% | Reduced |
| Profund Advisors LLC | 3,172 | $1.38M | 0.06% | −92−2.8% | Reduced |
| Castleview Partners, LLC | 3,168 | $1.38M | 0.93% | +842+36.2% | Added |
| Knollwood Investment Advisory, LLC | 3,164 | $1.38M | 0.15% | 00.0% | Unchanged |
| Wealth Architects, LLC | 3,157 | $1.37M | 0.15% | +64+2.1% | Added |
| Souders Financial Advisors | 3,138 | $1.36M | 0.19% | +194+6.6% | Added |
| Okabena Investment Services Inc | 3,119 | $1.36M | 0.34% | +3,119 | New |
| Haverford Trust Co | 3,115 | $1.35M | 0.01% | −153−4.7% | Reduced |
| Leavell Investment Management, Inc. | 3,113 | $1.35M | 0.07% | −1,350−30.2% | Reduced |
| Ritholtz Wealth Management | 3,083 | $1.34M | 0.04% | +2,004+185.7% | Added |
| Empower Advisory Group, LLC | 3,075 | $1.34M | 0.00% | +616+25.1% | Added |
| Two Sigma Securities, LLC | 3,048 | $1.33M | 0.20% | +1,348+79.3% | Added |
| Commerzbank Aktiengesellschaft | 2,989 | $1.30M | 0.03% | +1,075+56.2% | Added |
| Pinnacle Associates Ltd | 2,944 | $1.28M | 0.02% | −384−11.5% | Reduced |
| Wealthcare Advisory Partners LLC | 2,939 | $1.28M | 0.03% | +801+37.5% | Added |
| Signaturefd, LLC | 2,926 | $1.27M | 0.02% | +581+24.8% | Added |
| La Banque Postale Asset Management SA | 2,914 | $1.27M | 0.02% | +2,914 | New |
| Umb Bank N A | 2,893 | $1.26M | 0.02% | +141+5.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,875 | $1.25M | 0.15% | −61−2.1% | Reduced |
| Forum Financial Management, LP | 2,856 | $1.24M | 0.02% | −4−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 2,855 | $1.24M | 0.16% | −11−0.4% | Reduced |
| Snowden Capital Advisors LLC | 2,855 | $1.24M | 0.04% | +691+31.9% | Added |
| Harbert Fund Advisors, Inc. | 2,850 | $1.24M | 1.44% | +2,850 | New |
| 44 Wealth Management LLC | 2,840 | $1.24M | 0.46% | +633+28.7% | Added |
| Stratos Wealth Partners, LTD. | 2,837 | $1.23M | 0.02% | −740−20.7% | Reduced |
| Headlands Technologies LLC | 2,834 | $1.23M | 0.14% | −2,975−51.2% | Reduced |
| CSS LLC | 2,830 | $1.23M | 0.09% | +10+0.4% | Added |
| CenterBook Partners LP | 2,822 | $1.23M | 0.08% | −33,890−92.3% | Reduced |
| WBI Investments | 2,816 | $1.22M | 0.32% | +2,816 | New |
| Pinnacle Financial Partners Inc | 2,932 | $1.22M | 0.02% | +45+1.6% | Added |
| Farther Finance Advisors, LLC | 2,810 | $1.22M | 0.03% | +653+30.3% | Added |
| Heritage Wealth Advisors | 2,793 | $1.21M | 0.06% | −1,459−34.3% | Reduced |
| Thoroughbred Financial Services, LLC | 2,793 | $1.21M | 0.08% | +319+12.9% | Added |
| Parallel Advisors, LLC | 2,785 | $1.21M | 0.03% | +328+13.3% | Added |
| Robertson Stephens Wealth Management, LLC | 2,750 | $1.20M | 0.04% | 00.0% | Unchanged |
| Suvretta Capital Management, LLC | 2,740 | $1.19M | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,737 | $1.19M | 0.08% | +27+1.0% | Added |
| DGS Capital Management, LLC | 2,733 | $1.19M | 0.31% | +1,050+62.4% | Added |
| Tocqueville Asset Management L.P. | 2,716 | $1.18M | 0.02% | −6,455−70.4% | Reduced |
| Crux Wealth Advisors | 2,714 | $1.18M | 0.61% | +821+43.4% | Added |
| We Are One Seven, LLC | 2,702 | $1.18M | 0.05% | +289+12.0% | Added |
| Trust Asset Management LLC | 2,690 | $1.17M | 0.10% | −21−0.8% | Reduced |
| Kathmere Capital Management, LLC | 2,677 | $1.16M | 0.10% | +1,592+146.7% | Added |
| VELA Investment Management, LLC | 2,674 | $1.16M | 0.40% | +600+28.9% | Added |
| National Asset Management, Inc. | 2,667 | $1.16M | 0.04% | −347−11.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,662 | $1.16M | 0.12% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,648 | $1.15M | 0.03% | −3,683−58.2% | Reduced |
| Smithbridge Asset Management Inc | 2,627 | $1.14M | 0.21% | +2,627 | New |
| Wedbush Securities Inc | 2,620 | $1.14M | 0.04% | +8+0.3% | Added |
| Apollon Wealth Management, LLC | 2,615 | $1.14M | 0.03% | −100−3.7% | Reduced |
| Buckingham Strategic Partners | 2,612 | $1.14M | 0.02% | +1,756+205.1% | Added |
| Grove Bank & Trust | 2,612 | $1.14M | 0.15% | +37+1.4% | Added |
| First National Bank of Hutchinson | 2,609 | $1.13M | 0.75% | +790+43.4% | Added |
| Searle & Co. | 2,606 | $1.13M | 0.32% | −220−7.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $1.13M | 0.11% | 00.0% | Unchanged |
| Axecap Investments, LLC | 2,600 | $1.13M | 0.96% | +2,600 | New |
| Fundamentun, LLC | 2,599 | $1.13M | 0.06% | +1,987+324.7% | Added |
| Drucker Wealth 3.0, LLC | 2,586 | $1.12M | 0.25% | −789−23.4% | Reduced |
| Cidel Asset Management Inc | 2,585 | $1.12M | 0.07% | +288+12.5% | Added |
| Insight Inv LLC | 2,567 | $1.12M | 0.77% | +10+0.4% | Added |
| Regions Financial Corp | 2,564 | $1.12M | 0.01% | −305−10.6% | Reduced |
| Hickory Asset Management, Inc. | 2,553 | $1.11M | 0.99% | −161−5.9% | Reduced |
| Compagnie Lombard Odier SCmA | 2,543 | $1.11M | 0.01% | +2,543 | New |
| Qtron Investments LLC | 2,542 | $1.11M | 0.17% | −579−18.6% | Reduced |
| SBI Securities Co., Ltd. | 2,530 | $1.10M | 0.04% | +34+1.4% | Added |
| Fairtree Asset Management (Pty) Ltd | 2,512 | $1.09M | 0.88% | −282−10.1% | Reduced |
| Quantessence Capital LLC | 2,500 | $1.09M | 0.27% | +2,500 | New |
| Versor Investments LP | 2,499 | $1.09M | 0.18% | +2,499 | New |
| Generali Investments, Management Co LLC | 2,491 | $1.08M | 0.31% | +688+38.2% | Added |
| Congress Wealth Management LLC | 2,475 | $1.08M | 0.01% | −150−5.7% | Reduced |
| SeaCrest Wealth Management, LLC | 2,474 | $1.08M | 0.12% | +378+18.0% | Added |
| Principle Wealth Partners LLC | 2,473 | $1.08M | 0.08% | −80−3.1% | Reduced |
| Eisler Capital Management Ltd. | 2,425 | $1.06M | 0.03% | −1,504−38.3% | Reduced |
| Ocean Capital Management, LLC | 2,422 | $1.05M | 0.25% | +7+0.3% | Added |
| Patton Albertson Miller Group, LLC | 2,410 | $1.05M | 0.16% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,395 | $1.04M | 0.06% | −887−27.0% | Reduced |