Skip to main content

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.

Institutional holdersQ1 2024: 1,672 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,423 institutionsQ2 2022: 1,443 institutionsQ3 2022: 1,448 institutionsQ4 2022: 1,550 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,672 institutionsQ2 2024: 1,712 institutionsQ3 2024: 1,702 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 20241,702$107.2B
Q2 20241,712$112.7B
Q1 20241,672$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,550$108.8B
Q3 20221,448$97.0B
Q2 20221,443$103.2B
Q1 20221,423$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
First Trust Bank, Ltd.0$00.00%−3,198−100.0%Sold out
Clearline Capital LP0$00.00%−2,919−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,884−100.0%Sold out
River & Mercantile Asset Management LLP0$00.00%−2,880−100.0%Sold out
HighVista Strategies LLC0$00.00%−2,795−100.0%Sold out
Wolverine Trading, LLC0$00.00%−2,754−100.0%Sold out
Endurant Capital Management LP0$00.00%−2,627−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−2,454−100.0%Sold out
Intact Investment Management Inc.0$00.00%−2,400−100.0%Sold out
ING Groep NV0$00.00%−2,374−100.0%Sold out
Scissortail Wealth Management, LLC0$00.00%−2,240−100.0%Sold out
Machina Capital S.A.S.0$00.00%−2,155−100.0%Sold out
JT Stratford LLC0$00.00%−2,124−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−2,057−100.0%Sold out
Oak Thistle LLC0$00.00%−2,022−100.0%Sold out
Stonehage Fleming Financial Services Holdings Ltd0$00.00%−1,917−100.0%Sold out
HMS Capital Management, LLC0$00.00%−1,906−100.0%Sold out
Naviter Wealth, LLC0$00.00%−1,808−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−1,764−100.0%Sold out
Jarislowsky, Fraser Ltd0$00.00%−1,715−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−1,574−100.0%Sold out
Fore Capital, LLC0$00.00%−1,500−100.0%Sold out
Axq Capital, LP0$00.00%−1,500−100.0%Sold out
Entropy Technologies, LP0$00.00%−1,420−100.0%Sold out
Beirne Wealth Consulting Services, LLC0$00.00%−1,379−100.0%Sold out
Donoghue Forlines LLC0$00.00%−1,271−100.0%Sold out
Compagnie Lombard Odier SCmA0$00.00%−1,200−100.0%Sold out
Lingohr & Partner Asset Management GmbH0$00.00%−1,139−100.0%Sold out
Dohj, LLC0$00.00%−1,073−100.0%Sold out
RWC Asset Management LLP0$00.00%−1,045−100.0%Sold out
Cross Staff Investments Inc0$00.00%−976−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−968−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%−949−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−900−100.0%Sold out
First Light Asset Management, LLC0$00.00%−886−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−869−100.0%Sold out
Arista Wealth Management, LLC0$00.00%−858−100.0%Sold out
Centiva Capital, LP0$00.00%−852−100.0%Sold out
Truepoint, Inc.0$00.00%−792−100.0%Sold out
KMG Fiduciary Partners, LLC0$00.00%−789−100.0%Sold out
Eschler Asset Management LLP0$00.00%−724−100.0%Sold out
Grayhawk Investment Strategies Inc.0$00.00%−720−100.0%Sold out
Tandem Investment Advisors, Inc.0$00.00%−718−100.0%Sold out
Glassman Wealth Services0$00.00%−716−100.0%Sold out
Saranac Partners Ltd0$00.00%−662−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−654−100.0%Sold out
BSW Wealth Partners0$00.00%−613−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−599−100.0%Sold out
Summit Wealth Group, LLC0$00.00%−596−100.0%Sold out
Advisor Resource Council0$00.00%−593−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−586−100.0%Sold out
Camden Capital, LLC0$00.00%−581−100.0%Sold out
B.O.S.S. Retirement Advisors, LLC0$00.00%−580−100.0%Sold out
Trilogy Capital Inc.0$00.00%−574−100.0%Sold out
Advisor OS, LLC0$00.00%−551−100.0%Sold out
Koss-Olinger Consulting, LLC0$00.00%−539−100.0%Sold out
Bridges Investment Management Inc0$00.00%−533−100.0%Sold out
Hikari Power Ltd0$00.00%−510−100.0%Sold out
State of Wyoming0$00.00%−459−100.0%Sold out
Leo Wealth, LLC0$00.00%−458−100.0%Sold out
Vista Capital Partners, Inc.0$00.00%−450−100.0%Sold out
Blueprint Investment Partners LLC0$00.00%−447−100.0%Sold out
First Trust Investment Solutions L.P.0$00.00%−447−100.0%Sold out
Greenwich Wealth Management LLC0$00.00%−428−100.0%Sold out
EdgeRock Capital LLC0$00.00%−293−100.0%Sold out
Livelsberger Financial Advisory0$00.00%−294−100.0%Sold out
Planned Solutions, Inc.0$00.00%−275−100.0%Sold out
LM Advisors LLC0$00.00%−250−100.0%Sold out
Northwest Financial Advisors0$00.00%−243−100.0%Sold out
AJOVista, LLC0$00.00%−231−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−203−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−196−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−138−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−119−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−84−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−80−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−75−100.0%Sold out
West Tower Group, LLC0$00.00%−74−100.0%Sold out
O'Dell Group, LLC0$00.00%−68−100.0%Sold out
Quarry LP0$00.00%−64−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−61−100.0%Sold out
Pin Oak Investment Advisors Inc0$00.00%−59−100.0%Sold out
Arlington Partners LLC0$00.00%−58−100.0%Sold out
Long Island Wealth Management, Inc.0$00.00%−24−100.0%Sold out
BKM Wealth Management, LLC0$00.00%−19−100.0%Sold out
Financial Perspectives, Inc0$00.00%−17−100.0%Sold out
Able Wealth Management LLC0$00.00%−14−100.0%Sold out
Abich Financial Wealth Management LLC0$00.00%−13−100.0%Sold out
Disciplined Equity Management, Inc.0$00.00%−13−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−10−100.0%Sold out
Clear Investment Research, LLC0$00.00%−10−100.0%Sold out
New Millennium Group LLC0$00.00%−9−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−9−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−2−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−1−100.0%Sold out
M&G Investment Management Ltd––––Not filed
Putnam Investments LLC––––Not filed
Pavadi Capital LLC––––Not filed
Smith, Graham & Co., Investment Advisors, LP––––Not filed
M&G Investments (USA) Inc.––––Not filed