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 |
|---|---|---|---|---|---|
| Kennedy Capital Management, Inc. | 6,381 | $3.31M | 0.07% | +6,381 | New |
| Edmp, Inc. | 6,457 | $3.35M | 2.79% | +33+0.5% | Added |
| RDA Financial Network | 6,466 | $3.35M | 1.15% | +10+0.2% | Added |
| Transform Wealth, LLC | 6,471 | $3.36M | 0.32% | −125−1.9% | Reduced |
| Strategy Asset Managers LLC | 6,517 | $3.38M | 0.72% | +163+2.6% | Added |
| Family Legacy, Inc. | 6,578 | $3.41M | 1.23% | +10+0.2% | Added |
| First Hawaiian Bank | 6,593 | $3.42M | 0.11% | −195−2.9% | Reduced |
| Quantinno Capital Management LP | 6,615 | $3.43M | 0.07% | +1,051+18.9% | Added |
| James Investment Research Inc | 6,618 | $3.43M | 0.41% | +840+14.5% | Added |
| Guardian Capital Advisors LP | 6,751 | $3.44M | 0.37% | −950−12.3% | Reduced |
| Semmax Financial Advisors Inc. | 6,378 | $3.44M | 1.13% | +840+15.2% | Added |
| Flputnam Investment Management Co | 6,695 | $3.47M | 0.07% | −1,943−22.5% | Reduced |
| Liberty One Investment Management, LLC | 6,713 | $3.48M | 0.39% | +702+11.7% | Added |
| Strategic Wealth Partners, Ltd. | 6,840 | $3.55M | 0.39% | +172+2.6% | Added |
| AustralianSuper Pty Ltd | 6,882 | $3.55M | 0.02% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 6,879 | $3.57M | 0.12% | −737−9.7% | Reduced |
| Round Rock Advisors, LLC | 6,900 | $3.58M | 0.86% | −1,674−19.5% | Reduced |
| Bull Street Advisors, LLC | 6,926 | $3.59M | 1.72% | −25−0.4% | Reduced |
| Agf Management Ltd | 6,953 | $3.61M | 0.02% | +5,674+443.6% | Added |
| Greenleaf Trust | 6,983 | $3.62M | 0.03% | +23+0.3% | Added |
| Ally Financial Inc. | 7,000 | $3.63M | 0.49% | 00.0% | Unchanged |
| Coastline Trust Co | 7,095 | $3.68M | 0.44% | −1,042−12.8% | Reduced |
| Baader Bank INC | 7,098 | $3.68M | 0.30% | +7,098 | New |
| Bridgeway Capital Management, LLC | 7,100 | $3.68M | 0.08% | 00.0% | Unchanged |
| Earnest Partners LLC | 7,101 | $3.68M | 0.02% | −24,144−77.3% | Reduced |
| Garrison Bradford & Associates Inc | 7,132 | $3.70M | 3.81% | −30.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 7,191 | $3.73M | 0.10% | −53−0.7% | Reduced |
| Mitchell Capital Management Co | 7,253 | $3.76M | 0.72% | +66+0.9% | Added |
| CWM, LLC | 7,365 | $3.82M | 0.02% | +1,305+21.5% | Added |
| Radnor Capital Management, LLC | 7,370 | $3.82M | 0.65% | 00.0% | Unchanged |
| HealthInvest Partners AB | 7,400 | $3.84M | 2.33% | −2,100−22.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,455 | $3.87M | 0.10% | +17+0.2% | Added |
| Stanley-Laman Group, Ltd. | 7,469 | $3.87M | 0.54% | −39−0.5% | Reduced |
| Toth Financial Advisory Corp | 7,512 | $3.90M | 0.49% | +2,319+44.7% | Added |
| Kestra Private Wealth Services, LLC | 7,538 | $3.91M | 0.09% | +764+11.3% | Added |
| United Capital Financial Advisers, LLC | 7,565 | $3.92M | 0.03% | −145−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,657 | $3.97M | 0.06% | +987+14.8% | Added |
| Signature Estate & Investment Advisors LLC | 7,720 | $4.00M | 0.11% | +503+7.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,754 | $4.02M | 0.28% | −617−7.4% | Reduced |
| Wetherby Asset Management Inc | 7,792 | $4.04M | 0.19% | −32−0.4% | Reduced |
| Kempen Capital Management N.V. | 7,885 | $4.09M | 0.05% | +926+13.3% | Added |
| Te Ahumairangi Investment Management Ltd | 7,893 | $4.09M | 0.71% | +2,665+51.0% | Added |
| Renaissance Technologies LLC | 7,973 | $4.13M | 0.01% | −363,500−97.9% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $4.15M | 0.98% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 8,046 | $4.17M | 2.37% | −92−1.1% | Reduced |
| Alps Advisors Inc | 8,072 | $4.19M | 0.03% | +104+1.3% | Added |
| Beacon Pointe Advisors, LLC | 8,089 | $4.19M | 0.05% | −222−2.7% | Reduced |
| Family Management Corp | 8,122 | $4.21M | 0.78% | +2,174+36.6% | Added |
| Synovus Financial Corp | 8,161 | $4.23M | 0.05% | −15−0.2% | Reduced |
| Norinchukin Bank, The | 8,239 | $4.27M | 0.13% | −131−1.6% | Reduced |
| Veriti Management LLC | 8,267 | $4.29M | 0.32% | +545+7.1% | Added |
| Vinva Investment Management Ltd | 8,268 | $4.29M | 0.25% | +165+2.0% | Added |
| BKD Wealth Advisors, LLC | 8,276 | $4.29M | 0.11% | −314−3.7% | Reduced |
| Greenup Street Wealth Management LLC | 8,375 | $4.34M | 1.10% | +8,375 | New |
| Ieq Capital, LLC | 8,383 | $4.35M | 0.06% | +1,588+23.4% | Added |
| Benedict Financial Advisors Inc | 8,419 | $4.37M | 1.11% | +50+0.6% | Added |
| Park Avenue Securities LLC | 8,492 | $4.40M | 0.06% | +882+11.6% | Added |
| Narwhal Capital Management | 8,588 | $4.45M | 0.44% | −1,000−10.4% | Reduced |
| Empirical Finance, LLC | 8,621 | $4.47M | 0.27% | +285+3.4% | Added |
| Ossiam | 8,690 | $4.51M | 0.08% | +1,032+13.5% | Added |
| Tocqueville Asset Management L.P. | 8,691 | $4.51M | 0.07% | −150−1.7% | Reduced |
| Hamilton Capital Partners Inc. | 8,717 | $4.52M | 0.55% | +8,717 | New |
| Northwest & Ethical Investments L.P. | 8,845 | $4.59M | 0.13% | −11,037−55.5% | Reduced |
| Burney Co | 8,910 | $4.62M | 0.18% | +28+0.3% | Added |
| Kingswood Wealth Advisors, LLC | 8,923 | $4.63M | 0.53% | −2,321−20.6% | Reduced |
| American National Bank & Trust Co | 8,942 | $4.64M | 1.10% | +8,942 | New |
| Bamco Inc | 9,000 | $4.67M | 0.01% | +2,300+34.3% | Added |
| Everence Capital Management Inc | 9,010 | $4.67M | 0.31% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 9,117 | $4.73M | 0.01% | −269−2.9% | Reduced |
| Independent Advisor Alliance | 9,212 | $4.78M | 0.17% | +294+3.3% | Added |
| Buffington Mohr McNeal | 9,219 | $4.78M | 0.87% | +1,601+21.0% | Added |
| Asio Capital, LLC | 9,317 | $4.83M | 1.03% | +162+1.8% | Added |
| Rench Wealth Management, Inc. | 9,411 | $4.88M | 1.87% | +9,411 | New |
| Atom Investors LP | 9,441 | $4.90M | 0.62% | +159+1.7% | Added |
| Metropolitan Life Insurance Co | 9,477 | $4.91M | 0.21% | −87−0.9% | Reduced |
| E. Ohman J:or Asset Management AB | 9,570 | $4.96M | 0.13% | +470+5.2% | Added |
| Icon Advisers Inc | 9,700 | $5.01M | 1.09% | 00.0% | Unchanged |
| Argent Trust Co | 9,906 | $5.14M | 0.23% | +752+8.2% | Added |
| Quadrature Capital Ltd | 10,068 | $5.22M | 0.09% | −15,985−61.4% | Reduced |
| Peapack Gladstone Financial Corp | 10,126 | $5.25M | 0.08% | −587−5.5% | Reduced |
| Globeflex Capital L P | 10,227 | $5.30M | 0.52% | 00.0% | Unchanged |
| Palmer Knight Co | 10,367 | $5.38M | 2.62% | +10,367 | New |
| Mill Capital Management, LLC | 10,458 | $5.42M | 0.45% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 10,538 | $5.46M | 0.75% | +63+0.6% | Added |
| West Family Investments, Inc. | 10,745 | $5.57M | 1.73% | 00.0% | Unchanged |
| Winmill & Co. Inc | 10,790 | $5.60M | 1.59% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,856 | $5.63M | 0.20% | +36+0.3% | Added |
| Shell Asset Management Co | 10,460 | $5.67M | 0.26% | +757+7.8% | Added |
| Institutional & Family Asset Management, LLC | 11,053 | $5.73M | 0.92% | −162−1.4% | Reduced |
| Brinker Capital Investments, LLC | 11,235 | $5.83M | 0.06% | +2,264+25.2% | Added |
| Orion Portfolio Solutions, LLC | 11,235 | $5.83M | 0.06% | +2,264+25.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,300 | $5.86M | 0.01% | −45,727−80.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,344 | $5.88M | 0.02% | +877+8.4% | Added |
| Stratos Wealth Partners, LTD. | 11,397 | $5.91M | 0.10% | +428+3.9% | Added |
| Principal Securities, Inc. | 11,433 | $5.93M | 0.18% | +1,149+11.2% | Added |
| Eagle Rock Investment Company, LLC | 11,578 | $6.00M | 1.11% | +406+3.6% | Added |
| Banque Cantonale Vaudoise | 11,604 | $6.02M | 0.24% | −1,032−8.2% | Reduced |
| Lighthouse Investment Partners, LLC | 11,651 | $6.04M | 0.35% | +11,651 | New |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 11,731 | $6.08M | 1.49% | +2,251+23.7% | Added |
| Van Den Berg Management I, Inc | 11,755 | $6.10M | 1.79% | +925+8.5% | Added |