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 |
|---|---|---|---|---|---|
| Sapient Capital LLC | 4,368 | $2.26M | 0.05% | −700−13.8% | Reduced |
| Level Four Advisory Services, LLC | 4,834 | $2.28M | 0.13% | 00.0% | Unchanged |
| Sabal Trust CO | 4,450 | $2.31M | 0.13% | −147−3.2% | Reduced |
| Clear Rock Advisors, LLC | 4,459 | $2.31M | 1.00% | +109+2.5% | Added |
| Heritage Wealth Advisors | 4,472 | $2.32M | 0.11% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,489 | $2.33M | 0.05% | −87−1.9% | Reduced |
| Duncker Streett & Co Inc | 4,492 | $2.33M | 0.46% | −3,000−40.0% | Reduced |
| Ritholtz Wealth Management | 4,503 | $2.34M | 0.08% | +64+1.4% | Added |
| Advisors Asset Management, Inc. | 4,513 | $2.34M | 0.04% | +505+12.6% | Added |
| Bartlett & Co. Wealth Management LLC | 4,538 | $2.35M | 0.04% | +973+27.3% | Added |
| Tower Research Capital LLC (TRC) | 4,547 | $2.36M | 0.06% | −26,764−85.5% | Reduced |
| Intellectus Partners, LLC | 4,566 | $2.37M | 0.62% | +126+2.8% | Added |
| AE Wealth Management LLC | 4,568 | $2.37M | 0.03% | −11,476−71.5% | Reduced |
| Bragg Financial Advisors, Inc | 4,576 | $2.37M | 0.11% | −20−0.4% | Reduced |
| Atlas Capital Advisors LLC | 4,594 | $2.38M | 0.37% | −27−0.6% | Reduced |
| Regions Financial Corp | 4,599 | $2.38M | 0.02% | −678−12.8% | Reduced |
| Avitas Wealth Management LLC | 4,602 | $2.39M | 0.36% | +71+1.6% | Added |
| Pettyjohn, Wood & White, Inc | 4,620 | $2.40M | 0.48% | +71+1.6% | Added |
| AIA Group Ltd | 4,653 | $2.41M | 0.08% | −792−14.5% | Reduced |
| Engineers Gate Manager LP | 4,677 | $2.43M | 0.06% | −19,997−81.0% | Reduced |
| Harfst & Associates, Inc. | 4,692 | $2.43M | 0.58% | −19−0.4% | Reduced |
| Anchor Investment Management, LLC | 4,759 | $2.47M | 0.26% | +208+4.6% | Added |
| Intrust Bank NA | 4,818 | $2.50M | 0.27% | −78−1.6% | Reduced |
| Malaga Cove Capital, LLC | 4,822 | $2.50M | 1.02% | 00.0% | Unchanged |
| Oak Associates, Ltd | 4,833 | $2.51M | 0.17% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 4,841 | $2.51M | 0.40% | +3,771+352.4% | Added |
| Savant Capital, LLC | 4,846 | $2.51M | 0.03% | +156+3.3% | Added |
| Scholtz & Company, LLC | 4,871 | $2.53M | 1.11% | −1,760−26.5% | Reduced |
| Camden National Bank | 4,877 | $2.53M | 0.45% | +4,877 | New |
| Y-Intercept (Hong Kong) Ltd | 4,878 | $2.53M | 0.19% | +2,117+76.7% | Added |
| Jackson Wealth Management, LLC | 4,879 | $2.53M | 0.32% | +136+2.9% | Added |
| Parallax Volatility Advisers, L.P. | 4,902 | $2.54M | 0.07% | +2,258+85.4% | Added |
| Old National Bancorp | 4,907 | $2.54M | 0.06% | −435−8.1% | Reduced |
| Delta Capital Management LLC | 4,920 | $2.55M | 1.69% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,835 | $2.58M | 0.09% | −240−4.7% | Reduced |
| Lakeview Capital Partners, LLC | 4,987 | $2.59M | 0.42% | −9−0.2% | Reduced |
| Community Bank, N.A. | 5,029 | $2.61M | 0.34% | +25+0.5% | Added |
| UniSuper Management Pty Ltd | 5,053 | $2.62M | 0.03% | +3,114+160.6% | Added |
| Gluskin Sheff & Assoc Inc | 5,078 | $2.63M | 0.26% | −425−7.7% | Reduced |
| NEOS Investment Management LLC | 5,084 | $2.64M | 0.16% | +1,824+56.0% | Added |
| Great Valley Advisor Group, Inc. | 5,103 | $2.65M | 0.08% | +63+1.3% | Added |
| Atria Wealth Solutions, Inc. | 5,133 | $2.66M | 0.03% | +205+4.2% | Added |
| Bangor Savings Bank | 5,148 | $2.67M | 0.27% | −228−4.2% | Reduced |
| Essex Financial Services, Inc. | 5,155 | $2.67M | 0.25% | −126−2.4% | Reduced |
| Walleye Capital LLC | 5,172 | $2.68M | 0.03% | −23,033−81.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 5,092 | $2.69M | 0.53% | −7,910−60.8% | Reduced |
| Oppenheimer Asset Management Inc. | 5,194 | $2.69M | 0.04% | −3,995−43.5% | Reduced |
| Greenfield Savings Bank | 5,201 | $2.70M | 1.42% | +48+0.9% | Added |
| Castellan Group, LLC | 5,201 | $2.70M | 1.38% | +5,201 | New |
| Unique Wealth Strategies, LLC | 5,202 | $2.70M | 1.32% | +73+1.4% | Added |
| Wright Investors Service Inc | 5,206 | $2.70M | 0.68% | −345−6.2% | Reduced |
| Legacy Trust | 5,214 | $2.70M | 0.67% | +25+0.5% | Added |
| Public Sector Pension Investment Board | 5,221 | $2.71M | 0.02% | −100−1.9% | Reduced |
| Allen Investment Management LLC | 5,221 | $2.71M | 0.03% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 5,239 | $2.72M | 0.26% | +5,239 | New |
| Raymond James Trust N.A. | 5,250 | $2.72M | 0.07% | +5+0.1% | Added |
| Keudell/Morrison Wealth Management | 5,281 | $2.74M | 0.83% | +10.0% | Added |
| Stonebridge Capital Advisors LLC | 5,345 | $2.77M | 0.25% | +124+2.4% | Added |
| Accurate Wealth Management, LLC | 5,254 | $2.79M | 0.82% | +709+15.6% | Added |
| PKO Investment Management Joint-Stock Co | 5,371 | $2.80M | 0.33% | +2,371+79.0% | Added |
| Legato Capital Management LLC | 5,427 | $2.81M | 0.34% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 5,467 | $2.83M | 1.71% | −125−2.2% | Reduced |
| Genus Capital Management Inc. | 5,484 | $2.84M | 0.37% | +5,484 | New |
| Tokio Marine Asset Management Co Ltd | 5,531 | $2.87M | 0.14% | +535+10.7% | Added |
| Pinkerton Retirement Specialists, LLC | 5,596 | $2.90M | 0.47% | −103−1.8% | Reduced |
| Capstone Investment Advisors, LLC | 5,655 | $2.93M | 0.05% | +1,816+47.3% | Added |
| Integrated Advisors Network LLC | 5,661 | $2.94M | 0.15% | +2,053+56.9% | Added |
| Donaldson Capital Management, LLC | 5,662 | $2.94M | 0.12% | +3,638+179.7% | Added |
| Avantax Advisory Services, Inc. | 5,663 | $2.94M | 0.03% | +101+1.8% | Added |
| Mediolanum International Funds Ltd | 5,686 | $2.96M | 0.05% | +5,686 | New |
| Quantitative Investment Management, LLC | 5,713 | $2.96M | 0.17% | −18,320−76.2% | Reduced |
| Johnson Investment Counsel Inc | 5,728 | $2.97M | 0.03% | +937+19.6% | Added |
| Ontario Teachers Pension Plan Board | 5,833 | $3.02M | 0.03% | −2,349−28.7% | Reduced |
| Plato Investment Management Ltd | 5,846 | $3.03M | 0.31% | +4,758+437.3% | Added |
| World Equity Group, Inc. | 5,854 | $3.04M | 0.62% | −58−1.0% | Reduced |
| Leavell Investment Management, Inc. | 5,860 | $3.04M | 0.18% | +2,559+77.5% | Added |
| LGT Fund Management Co Ltd. | 5,924 | $3.07M | 1.28% | −1,816−23.5% | Reduced |
| PGGM Investments | 5,978 | $3.10M | 0.04% | −2,557−30.0% | Reduced |
| Oppenheimer & Co Inc | 6,001 | $3.11M | 0.05% | +285+5.0% | Added |
| Lester Murray Antman dba SimplyRich | 6,056 | $3.14M | 1.01% | +14+0.2% | Added |
| Chemistry Wealth Management LLC | 6,060 | $3.14M | 0.85% | +183+3.1% | Added |
| Jackson Hole Capital Partners, LLC | 6,064 | $3.14M | 0.72% | +393+6.9% | Added |
| Sequoia Financial Advisors, LLC | 6,075 | $3.15M | 0.04% | −3,859−38.8% | Reduced |
| YHB Investment Advisors, Inc. | 6,077 | $3.15M | 0.28% | −507−7.7% | Reduced |
| TownSquare Capital, LLC | 6,092 | $3.16M | 0.05% | +3,836+170.0% | Added |
| Beverly Hills Private Wealth, LLC | 6,097 | $3.16M | 0.73% | +1,510+32.9% | Added |
| Fort Washington Investment Advisors Inc | 6,131 | $3.18M | 0.02% | −80−1.3% | Reduced |
| Timber Creek Capital Management LLC | 6,130 | $3.18M | 0.99% | −1,835−23.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,136 | $3.18M | 0.17% | −1,319−17.7% | Reduced |
| Dynamic Advisor Solutions LLC | 6,169 | $3.20M | 0.11% | +1,719+38.6% | Added |
| Van Leeuwen & Company, LLC | 6,182 | $3.21M | 1.62% | +2,576+71.4% | Added |
| Toroso Investments, LLC | 6,229 | $3.23M | 0.06% | +310+5.2% | Added |
| D.A. Davidson & Co. | 6,234 | $3.23M | 0.03% | +577+10.2% | Added |
| TrinityPoint Wealth, LLC | 6,240 | $3.24M | 0.54% | −20.0% | Reduced |
| Voya Financial Advisors, Inc. | 6,230 | $3.24M | 0.37% | +603+10.7% | Added |
| Bailard, Inc. | 6,252 | $3.24M | 0.09% | −488−7.2% | Reduced |
| Princeton Global Asset Management LLC | 6,285 | $3.26M | 0.78% | −114−1.8% | Reduced |
| Rakuten Investment Management, Inc. | 6,318 | $3.28M | 0.02% | +5,736+985.6% | Added |
| Trivant Custom Portfolio Group, LLC | 6,324 | $3.28M | 2.09% | −182−2.8% | Reduced |
| Chicago Capital, LLC | 6,372 | $3.30M | 0.10% | −656−9.3% | Reduced |