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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 2,380 | $1.03M | 0.06% | +131+5.8% | Added |
| Clarius Group, LLC | 2,372 | $1.03M | 0.06% | +558+30.8% | Added |
| Acropolis Investment Management, LLC | 2,368 | $1.03M | 0.06% | −196−7.6% | Reduced |
| Trueblood Wealth Management, LLC | 2,364 | $1.03M | 0.48% | 00.0% | Unchanged |
| Shelton Capital Management | 2,363 | $1.03M | 0.02% | −36−1.5% | Reduced |
| Matisse Capital | 2,350 | $1.02M | 0.54% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,346 | $1.02M | 0.08% | −4−0.2% | Reduced |
| Cigna Investments Inc | 2,329 | $1.01M | 0.19% | −30−1.3% | Reduced |
| Roberts Glore & Co Inc | 2,325 | $1.01M | 0.31% | +113+5.1% | Added |
| T. Rowe Price Investment Management, Inc. | 2,321 | $1.01M | 0.00% | +983+73.5% | Added |
| Buckley Wealth Management, LLC | 2,318 | $1.01M | 0.31% | +93+4.2% | Added |
| Naviter Wealth, LLC | 2,331 | $1.01M | 0.12% | −1,193−33.9% | Reduced |
| Pitcairn Co | 2,311 | $1.01M | 0.06% | +4+0.2% | Added |
| SIH Partners, LLLP | 2,294 | $997.8K | 0.09% | +2,294 | New |
| ISAM Funds (UK) Ltd | 2,290 | $996.1K | 0.49% | +2,290 | New |
| Advisory Services Network, LLC | 2,277 | $990.5K | 0.02% | −122−5.1% | Reduced |
| Raiffeisen Bank International AG | 2,254 | $973.7K | 0.02% | −1,028−31.3% | Reduced |
| NorthRock Partners, LLC | 2,230 | $970.0K | 0.03% | +158+7.6% | Added |
| Graypoint LLC | 2,228 | $969.0K | 0.06% | +658+41.9% | Added |
| Barden Capital Management, Inc. | 2,227 | $968.7K | 0.86% | +91+4.3% | Added |
| Financial Security Advisor, Inc. | 2,222 | $966.3K | 0.25% | −106−4.6% | Reduced |
| Westpac Banking Corp | 2,220 | $965.6K | 0.07% | −602−21.3% | Reduced |
| Skopos Labs, Inc. | 2,213 | $962.6K | 0.21% | +758+52.1% | Added |
| Barlow Wealth Partners, Inc. | 2,280 | $961.4K | 0.13% | +30+1.3% | Added |
| Ameritas Investment Partners, Inc. | 2,210 | $961.3K | 0.03% | −50−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,200 | $956.9K | 0.01% | −848−27.8% | Reduced |
| Sumitomo Life Insurance Co | 2,195 | $954.7K | 0.03% | +22+1.0% | Added |
| Sigma Planning Corp | 2,194 | $954.5K | 0.03% | +174+8.6% | Added |
| Concurrent Investment Advisors, LLC | 2,189 | $952.1K | 0.02% | +735+50.6% | Added |
| Icon Advisers Inc | 2,185 | $950.4K | 0.22% | −4,588−67.7% | Reduced |
| Money Concepts Capital Corp | 2,183 | $949.3K | 0.07% | +419+23.8% | Added |
| Chicago Capital, LLC | 2,169 | $943.4K | 0.03% | 00.0% | Unchanged |
| Keystone Financial Group | 2,166 | $935.6K | 0.10% | +487+29.0% | Added |
| Smartleaf Asset Management LLC | 2,163 | $934.4K | 0.09% | +32+1.5% | Added |
| Lecap Asset Management Ltd | 2,147 | $933.9K | 0.22% | −2,806−56.7% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,144 | $932.6K | 0.61% | +540+33.7% | Added |
| Romano Brothers and Company | 2,116 | $920.4K | 0.12% | −46−2.1% | Reduced |
| LGT Group Foundation | 2,107 | $916.5K | 0.01% | −40,557−95.1% | Reduced |
| Fiduciary Trust Co | 2,096 | $911.7K | 0.01% | −25−1.2% | Reduced |
| Alaska Permanent Fund Corp | 2,164 | $910.1K | 0.01% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 2,199 | $906.8K | 0.04% | +785+55.5% | Added |
| Synergy Financial Management, LLC | 2,061 | $896.5K | 0.11% | +2,061 | New |
| Asset Dedication, LLC | 2,053 | $893.0K | 0.07% | +134+7.0% | Added |
| Ballentine Partners, LLC | 2,051 | $891.9K | 0.02% | +360+21.3% | Added |
| James Investment Research Inc | 2,042 | $888.2K | 0.11% | −82−3.9% | Reduced |
| Modern Wealth Management, LLC | 2,032 | $883.6K | 0.03% | +187+10.1% | Added |
| Waterway Wealth Management, LLC | 2,022 | $879.6K | 0.37% | −10−0.5% | Reduced |
| Richwood Investment Advisors, LLC | 2,017 | $877.3K | 0.75% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,015 | $876.4K | 0.07% | −454−18.4% | Reduced |
| PDS Planning, Inc | 2,009 | $873.8K | 0.07% | +491+32.3% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $869.9K | 0.11% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $869.9K | 0.42% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,996 | $868.2K | 0.08% | 00.0% | Unchanged |
| GTS Securities LLC | 1,989 | $865.1K | 0.04% | +114+6.1% | Added |
| Hancock Whitney Corp | 1,985 | $863.4K | 0.03% | −95−4.6% | Reduced |
| Pure Financial Advisors, Inc. | 1,973 | $858.3K | 0.02% | +95+5.1% | Added |
| Mutual Advisors, LLC | 2,025 | $854.1K | 0.02% | −138−6.4% | Reduced |
| Ameritas Advisory Services, LLC | 2,043 | $849.9K | 0.03% | −4−0.2% | Reduced |
| Willner & Heller, LLC | 1,946 | $846.6K | 0.78% | −146−7.0% | Reduced |
| RFG Advisory, LLC | 1,945 | $846.1K | 0.02% | +128+7.0% | Added |
| Journey Strategic Wealth LLC | 1,938 | $842.9K | 0.03% | +885+84.0% | Added |
| Bedel Financial Consulting, Inc. | 2,031 | $840.8K | 0.12% | +435+27.3% | Added |
| Arkadios Wealth Advisors | 1,932 | $840.2K | 0.03% | +825+74.5% | Added |
| Nilsine Partners, LLC | 1,931 | $839.9K | 0.09% | +93+5.1% | Added |
| Apella Capital, LLC | 1,926 | $839.1K | 0.03% | +16+0.8% | Added |
| S&CO Inc | 1,931 | $839.0K | 0.06% | +1,931 | New |
| Pacific Global Investment Management CO | 1,927 | $838.2K | 1.19% | −10−0.5% | Reduced |
| Terry L. Blaker | 1,914 | $832.5K | 0.03% | +332+21.0% | Added |
| Erste Asset Management GmbH | 1,920 | $830.2K | 0.01% | −338−15.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $824.0K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,900 | $822.1K | 0.13% | 00.0% | Unchanged |
| Capital International Sarl | 1,875 | $815.5K | 0.02% | +846+82.2% | Added |
| Taylor Financial Group, Inc. | 1,865 | $811.2K | 0.56% | −100−5.1% | Reduced |
| Frisch Financial Group, Inc. | 1,863 | $810.0K | 0.23% | +7+0.4% | Added |
| 1st Source Bank | 1,859 | $808.6K | 0.05% | −64−3.3% | Reduced |
| Garde Capital, Inc. | 1,850 | $804.7K | 0.05% | −6−0.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $791.2K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,801 | $783.2K | 0.02% | +418+30.2% | Added |
| Simplex Trading, LLC | 1,799 | $782.0K | 0.03% | −671−27.2% | Reduced |
| Bailard, Inc. | 1,793 | $779.9K | 0.02% | +116+6.9% | Added |
| Bremer Bank National Association | 1,788 | $777.7K | 0.14% | −56−3.0% | Reduced |
| Benchmark Investment Advisors LLC | 1,784 | $776.0K | 0.50% | −578−24.5% | Reduced |
| Humankind Investments LLC | 1,784 | $776.0K | 0.20% | +89+5.3% | Added |
| Sendero Wealth Management, LLC | 1,781 | $774.7K | 0.11% | +7+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,776 | $772.5K | 0.02% | −169−8.7% | Reduced |
| GeoWealth Management, LLC | 1,773 | $771.5K | 0.03% | +304+20.7% | Added |
| United Community Bank | 1,773 | $771.2K | 0.29% | +13+0.7% | Added |
| Systematic Financial Management LP | 1,760 | $765.5K | 0.02% | 00.0% | Unchanged |
| InvesTrust | 1,759 | $765.1K | 0.21% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,756 | $763.8K | 0.01% | +1,756 | New |
| Heritage Trust Co | 1,754 | $762.9K | 0.09% | +279+18.9% | Added |
| Harbour Investments, Inc. | 1,739 | $756.4K | 0.02% | −149−7.9% | Reduced |
| Convergence Financial, LLC | 1,728 | $751.6K | 0.15% | +457+36.0% | Added |
| Founders Grove Wealth Partners, LLC | 1,712 | $744.7K | 0.21% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,709 | $743.3K | 0.10% | −72−4.0% | Reduced |
| Benjamin Edwards Inc | 1,698 | $739.1K | 0.01% | −393−18.8% | Reduced |
| Citizens Financial Group Inc | 1,698 | $738.6K | 0.01% | +19+1.1% | Added |
| EverSource Wealth Advisors, LLC | 1,697 | $738.0K | 0.04% | +244+16.8% | Added |
| Gratus Wealth Advisors, LLC | 1,696 | $737.7K | 0.12% | −47−2.7% | Reduced |
| Detalus Advisors, LLC | 1,695 | $737.2K | 0.23% | 00.0% | Unchanged |