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
- 1,672
- +36 vs. Q4 2023
- Shares held
- 207.9M
- +419.1K (+0.2%) vs. Q4 2023
- Total value
- $107.7B
- +$9.84B (+10.1%) vs. Q4 2023
- New holders
- 159
- 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 2,718 | $1.41M | 0.29% | +36+1.3% | Added |
| We Are One Seven, LLC | 2,741 | $1.42M | 0.07% | +248+9.9% | Added |
| Robertson Stephens Wealth Management, LLC | 2,757 | $1.43M | 0.08% | −39−1.4% | Reduced |
| Summit Trail Advisors, LLC | 2,774 | $1.44M | 0.04% | +810+41.2% | Added |
| Empower Advisory Group, LLC | 2,776 | $1.44M | 0.01% | −28−1.0% | Reduced |
| Searle & Co. | 2,777 | $1.44M | 0.37% | −13−0.5% | Reduced |
| Umb Bank N A | 2,780 | $1.44M | 0.02% | −656−19.1% | Reduced |
| Forum Financial Management, LP | 2,786 | $1.44M | 0.02% | +10.0% | Added |
| King Wealth | 2,793 | $1.45M | 0.25% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,796 | $1.45M | 0.05% | +755+37.0% | Added |
| Eisler Capital (UK) Ltd. | 2,832 | $1.47M | 0.18% | +2,832 | New |
| Cape Investment Advisory, Inc. | 2,848 | $1.48M | 0.69% | +27+1.0% | Added |
| Warren Averett Asset Management, LLC | 2,873 | $1.49M | 0.04% | +474+19.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,877 | $1.49M | 0.18% | −50−1.7% | Reduced |
| Cunning Capital Partners, LP | 2,880 | $1.49M | 0.83% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,915 | $1.51M | 0.30% | +333+12.9% | Added |
| Insight Wealth Strategies, LLC | 2,943 | $1.53M | 0.22% | −12−0.4% | Reduced |
| Pinnacle Financial Partners Inc | 2,944 | $1.53M | 0.03% | −141−4.6% | Reduced |
| Brevan Howard Capital Management LP | 2,951 | $1.53M | 0.14% | +2,181+283.2% | Added |
| HF Advisory Group, LLC | 2,983 | $1.55M | 0.87% | +21+0.7% | Added |
| RMB Capital Management, LLC | 2,985 | $1.55M | 0.04% | +5+0.2% | Added |
| Jump Financial, LLC | 3,028 | $1.57M | 0.04% | +2,322+328.9% | Added |
| Institute for Wealth Management, LLC. | 3,032 | $1.57M | 0.20% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 3,097 | $1.61M | 1.58% | +3,097 | New |
| Wealth Architects, LLC | 3,110 | $1.61M | 0.21% | +10+0.3% | Added |
| Meeder Advisory Services, Inc. | 3,111 | $1.61M | 0.16% | +83+2.7% | Added |
| HBK Investments L P | 3,162 | $1.64M | 0.04% | +3,162 | New |
| Churchill Management Corp | 3,186 | $1.65M | 0.02% | −306−8.8% | Reduced |
| Symmetry Partners, LLC | 3,199 | $1.66M | 0.13% | 00.0% | Unchanged |
| Sentry LLC | 3,209 | $1.66M | 0.31% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,227 | $1.67M | 0.13% | −169−5.0% | Reduced |
| Apollon Wealth Management, LLC | 3,232 | $1.68M | 0.05% | +104+3.3% | Added |
| Pinnacle Associates Ltd | 3,236 | $1.68M | 0.03% | +8+0.2% | Added |
| Lake Street Advisors Group, LLC | 3,247 | $1.68M | 0.08% | +370+12.9% | Added |
| Archford Capital Strategies, LLC | 3,280 | $1.70M | 0.29% | −2−0.1% | Reduced |
| Inceptionr LLC | 3,323 | $1.72M | 0.44% | +1,421+74.7% | Added |
| Integrated Wealth Concepts LLC | 3,340 | $1.73M | 0.03% | +116+3.6% | Added |
| TD Private Client Wealth LLC | 3,364 | $1.74M | 0.06% | +302+9.9% | Added |
| Dorsey & Whitney Trust CO LLC | 3,368 | $1.75M | 0.12% | −87−2.5% | Reduced |
| Haverford Trust Co | 3,372 | $1.75M | 0.02% | −22−0.6% | Reduced |
| Kornitzer Capital Management Inc | 3,375 | $1.75M | 0.03% | −54−1.6% | Reduced |
| Ibex Wealth Advisors | 3,452 | $1.77M | 0.48% | +3,452 | New |
| Sectoral Asset Management Inc | 3,500 | $1.81M | 0.71% | +3,500 | New |
| Global Retirement Partners, LLC | 3,510 | $1.82M | 0.07% | +197+5.9% | Added |
| Meiji Yasuda Life Insurance Co | 3,520 | $1.83M | 0.04% | +701+24.9% | Added |
| HighPoint Advisor Group LLC | 3,393 | $1.83M | 0.13% | +255+8.1% | Added |
| Syon Capital LLC | 3,532 | $1.83M | 0.17% | +313+9.7% | Added |
| Merit Financial Group, LLC | 3,478 | $1.83M | 0.04% | +1,614+86.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,539 | $1.84M | 0.08% | −597−14.4% | Reduced |
| Pensionfund Sabic | 3,550 | $1.84M | 0.55% | −500−12.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,556 | $1.84M | 0.29% | +543+18.0% | Added |
| Quest Partners LLC | 3,564 | $1.85M | 0.32% | −64−1.8% | Reduced |
| Hancock Whitney Corp | 3,576 | $1.85M | 0.06% | +116+3.4% | Added |
| Parallel Advisors, LLC | 3,581 | $1.86M | 0.05% | +530+17.4% | Added |
| Lido Advisors, LLC | 3,591 | $1.86M | 0.02% | +107+3.1% | Added |
| Profund Advisors LLC | 3,594 | $1.86M | 0.07% | −424−10.6% | Reduced |
| Uncommon Cents Investing LLC | 3,598 | $1.87M | 0.57% | +48+1.4% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.87M | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,643 | $1.89M | 0.05% | +172+5.0% | Added |
| Granite Harbor Advisors, Inc. | 3,665 | $1.90M | 1.30% | +58+1.6% | Added |
| Two Sigma Securities, LLC | 3,699 | $1.92M | 0.09% | +2,571+227.9% | Added |
| Alberta Investment Management Corp | 3,700 | $1.92M | 0.02% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 3,700 | $1.92M | 0.27% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,715 | $1.93M | 0.46% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 3,759 | $1.95M | 1.79% | +136+3.8% | Added |
| Ascent Group, LLC | 3,765 | $1.95M | 0.17% | +2,849+311.0% | Added |
| Chesley Taft & Associates LLC | 3,766 | $1.95M | 0.10% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,769 | $1.95M | 0.15% | +3,769 | New |
| FJ Capital Management LLC | 3,784 | $1.96M | 0.20% | +3,784 | New |
| Gotham Asset Management, LLC | 3,790 | $1.97M | 0.03% | −6,724−64.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,830 | $1.99M | 0.15% | +245+6.8% | Added |
| Portfolio Design Labs, LLC | 3,844 | $1.99M | 0.67% | +3,844 | New |
| Wedbush Securities Inc | 3,853 | $2.00M | 0.07% | +573+17.5% | Added |
| Lincoln National Corp | 3,866 | $2.00M | 0.03% | +141+3.8% | Added |
| Peoples Bank | 3,875 | $2.01M | 1.57% | −75−1.9% | Reduced |
| FRG Family Wealth Advisors LLC | 3,810 | $2.01M | 0.40% | −60−1.6% | Reduced |
| Channing Global Advisors, LLC | 3,906 | $2.03M | 1.72% | −19−0.5% | Reduced |
| Smith, Moore & Co. | 3,933 | $2.04M | 0.22% | +75+1.9% | Added |
| Evergreen Wealth Management, LLC | 3,935 | $2.04M | 1.38% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 3,951 | $2.05M | 1.44% | +3+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,952 | $2.05M | 0.84% | +106+2.8% | Added |
| Brighton Jones LLC | 3,986 | $2.07M | 0.07% | +38+1.0% | Added |
| Csenge Advisory Group | 3,991 | $2.07M | 0.12% | −51−1.3% | Reduced |
| Alpha DNA Investment Management LLC | 3,998 | $2.07M | 1.14% | +2,179+119.8% | Added |
| Zurich Insurance Group Ltd | 4,000 | $2.07M | 0.02% | 00.0% | Unchanged |
| LMR Partners LLP | 4,021 | $2.09M | 0.05% | +1,056+35.6% | Added |
| La Banque Postale Asset Management SA | 4,038 | $2.09M | 0.08% | −8,036−66.6% | Reduced |
| Moody National Bank Trust Division | 4,043 | $2.10M | 0.17% | +56+1.4% | Added |
| Vista Investment Management | 4,046 | $2.10M | 0.85% | +14+0.3% | Added |
| Wolverine Asset Management LLC | 4,066 | $2.11M | 0.04% | +4,066 | New |
| Tufton Capital Management | 4,124 | $2.14M | 0.42% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 4,128 | $2.14M | 2.07% | −5,774−58.3% | Reduced |
| Paralel Advisors LLC | 4,160 | $2.16M | 0.10% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,164 | $2.16M | 0.06% | −206−4.7% | Reduced |
| CAPROCK Group, Inc. | 4,210 | $2.18M | 0.13% | −150−3.4% | Reduced |
| Cornercap Investment Counsel Inc | 4,225 | $2.19M | 0.34% | −12−0.3% | Reduced |
| Signaturefd, LLC | 4,268 | $2.21M | 0.05% | +235+5.8% | Added |
| Lederer & Associates Investment Counsel | 4,302 | $2.23M | 1.55% | −8−0.2% | Reduced |
| Horizon Investment Services, LLC | 4,313 | $2.24M | 1.09% | +65+1.5% | Added |
| Hofer & Associates. Inc | 4,326 | $2.24M | 1.89% | −59−1.3% | Reduced |