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Livermore
ZHEN

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 2024

Institutional positions in Elevance Health, Inc. as of Mar 31, 2024. 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
1,673
+37 vs. Q4 2023
Shares held
207.9M
+419.5K (+0.2%) vs. Q4 2023
Total value
$107.7B
+$9.84B (+10.1%) vs. Q4 2023
New holders
160
672 more added
Sold out
123
545 more reduced

24 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: 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.

Institutional holdersQ1 2024: 1,673 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ1 2024: $107.7B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2023.

Institutions holding ELV in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
ZRC Wealth Management, LLC0$120.00%0Unchanged
Dogwood Wealth Management LLC0$150.00%0Unchanged
Global Assets Advisory, LLC211,044$4090.02%+211,044New
Rakuten Securities, Inc.2$1.04K0.00%+1+100.0%Added
Castleview Partners, LLC2$1.04K0.00%+2New
Riggs Asset Managment Co. Inc.2$1.04K0.00%+2New
Annapolis Financial Services, LLC3$1.45K0.00%+3New
VisionPoint Advisory Group, LLC3$1.56K0.00%+3New
WestEnd Advisors, LLC4$2.07K0.00%00.0%Unchanged
POM Investment Strategies, LLC4$2.07K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC4$2.07K0.00%00.0%Unchanged
Highline Wealth Partners LLC4$2.07K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.4$2.08K0.00%+1+33.3%Added
Bay Harbor Wealth Management, LLC5$2.59K0.00%00.0%Unchanged
JNBA Financial Advisors5$2.59K0.00%00.0%Unchanged
Shelter Mutual Insurance Co5$2.59K0.00%+5New
Horizon Financial Services, LLC5$2.59K0.00%+5New
TFC Financial Management5$2.60K0.00%+1+25.0%Added
Pineridge Advisors LLC6$3.11K0.00%−24−80.0%Reduced
Caldwell Sutter Capital, Inc.7$3.63K0.00%00.0%Unchanged
Chilton Capital Management LLC7$3.63K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC7$3.63K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC7$3.63K0.00%00.0%Unchanged
Hoey Investments, Inc7$3.63K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$3.63K0.00%00.0%Unchanged
True Wealth Design, LLC7$3.63K0.00%+3+75.0%Added
Studio Investment Management LLC7$3.63K0.00%+7New
Laffer Tengler Investments7$3.73K0.00%+7New
Sachetta, LLC8$3.77K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.8$4.00K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group8$4.15K0.00%00.0%Unchanged
Macroview Investment Management LLC8$4.24K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$4.67K0.00%00.0%Unchanged
Gradient Investments LLC9$4.67K0.00%−19−67.9%Reduced
Albion Financial Group9$4.67K0.00%+3+50.0%Added
Pacific Capital Wealth Advisors, Inc9$4.67K0.00%+9New
Sunbelt Securities, Inc.9$4.74K0.00%−50−84.7%Reduced
Financial Connections Group, Inc.9$5.00K0.01%+9New
Beacon Capital Management, LLC10$5.18K0.00%+4+66.7%Added
Jamison Private Wealth Management, Inc.10$5.37K0.00%00.0%Unchanged
Planning Capital Management Corp11$5.70K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC11$5.70K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.11$5.70K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC11$5.74K0.00%+5+83.3%Added
SOA Wealth Advisors, LLC.11$5.78K0.00%00.0%Unchanged
Richardson Financial Services Inc.12$6.22K0.00%−6−33.3%Reduced
CoreFirst Bank & Trust12$6.22K0.00%00.0%Unchanged
Sofos Investments, Inc.13$6.67K0.00%+11+550.0%Added
Fortis Group Advisors, LLC13$6.74K0.00%−13−50.0%Reduced
FSA Wealth Management LLC13$6.74K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC14$7.26K0.00%00.0%Unchanged
WealthCollab, LLC14$7.26K0.01%00.0%Unchanged
Cornerstone Planning Group LLC15$7.91K0.00%00.0%Unchanged
ORG Partners LLC16$8.26K0.02%−69−81.2%Reduced
Mark Sheptoff Financial Planning, LLC16$8.30K0.00%00.0%Unchanged
Stone House Investment Management, LLC16$8.30K0.00%00.0%Unchanged
Wolff Wiese Magana LLC16$8.30K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC16$8.30K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc16$8.30K0.00%00.0%Unchanged
Westend Capital Management, LLC16$8.30K0.00%+16New
Redmont Wealth Advisors LLC16$8.30K0.01%+16New
WR Wealth Planners, LLC17$8.81K0.00%+17New
Lummis Asset Management, LP18$9.33K0.01%00.0%Unchanged
Naples Money Management LLC18$9.33K0.01%+5+38.5%Added
Centennial Bank19$9.85K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC19$9.85K0.00%00.0%Unchanged
Wiser Advisor Group LLC20$10.5K0.02%00.0%Unchanged
Dunhill Financial, LLC22$11.6K0.01%+3+15.8%Added
CNB Bank24$12.4K0.01%+2+9.1%Added
Norwood Financial Corp25$13.0K0.02%00.0%Unchanged
PFS Partners, LLC25$13.1K0.01%00.0%Unchanged
Northwest Capital Management Inc26$13.5K0.00%00.0%Unchanged
Avion Wealth26$14.0K0.00%+9+52.9%Added
Distillate Capital Partners LLC27$14.0K2.35%00.0%Unchanged
Tortoise Investment Management, LLC28$14.5K0.00%00.0%Unchanged
Nemes Rush Group LLC29$15.0K0.00%−18−38.3%Reduced
GPS Wealth Strategies Group, LLC30$15.6K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC30$15.6K0.00%+30New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna32$15.9K0.01%+17+113.3%Added
Gleason Group, Inc.31$16.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC31$16.1K0.00%−15−32.6%Reduced
Aspect Partners, LLC31$16.1K0.01%00.0%Unchanged
Fortitude Family Office, LLC33$17.1K0.01%+1+3.1%Added
TCTC Holdings, LLC35$18.1K0.00%+35New
Valued Wealth Advisors LLC36$18.7K0.01%+27+300.0%Added
Syntax Research, Inc.36$18.9K0.01%00.0%Unchanged
Atwood & Palmer Inc37$19.2K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.38$19.7K0.01%−190−83.3%Reduced
Arrow Financial Corp39$20.2K0.00%00.0%Unchanged
Clean Yield Group39$20.2K0.01%00.0%Unchanged
Webster Bank, N. A.40$20.7K0.00%00.0%Unchanged
Transcendent Capital Group LLC40$20.7K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.40$20.7K0.02%00.0%Unchanged
Davis Capital Management41$21.2K0.02%00.0%Unchanged
Proffitt & Goodson Inc41$21.3K0.00%−5−10.9%Reduced
ClariVest Asset Management LLC41$21.3K0.00%+7+20.6%Added
PSI Advisors, LLC42$21.8K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC42$21.8K0.00%+2+5.0%Added
Hilltop National Bank43$22.3K0.01%+43New
Carmichael Hill & Associates, Inc.45$23.3K0.01%00.0%Unchanged