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.
| 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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 46 | $23.7K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 47 | $24.3K | 0.01% | −11−19.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 48 | $25.2K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 49 | $25.4K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $25.9K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 50 | $25.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 54 | $28.0K | 0.00% | −30−35.7% | Reduced |
| Palisade Asset Management, LLC | 54 | $28.0K | 0.00% | +54 | New |
| Field & Main Bank | 55 | $28.5K | 0.01% | −5−8.3% | Reduced |
| Boyd Watterson Asset Management LLC | 56 | $29.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 56 | $29.0K | 0.00% | +56 | New |
| Beaird Harris Wealth Management, LLC | 58 | $30.1K | 0.00% | −10−14.7% | Reduced |
| Ofi Invest Asset Management | 63 | $30.2K | 0.00% | +3+5.0% | Added |
| Tompkins Financial Corp | 59 | $30.6K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 59 | $30.7K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 61 | $31.6K | 0.02% | +61 | New |
| Hexagon Capital Partners LLC | 64 | $33.2K | 0.01% | −11−14.7% | Reduced |
| Acima Private Wealth, LLC | 66 | $34.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 67 | $34.7K | 0.00% | −1−1.5% | Reduced |
| Ogorek Anthony Joseph | 68 | $35.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $36.3K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 70 | $36.3K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 70 | $36.3K | 0.01% | +70 | New |
| Versant Capital Management, Inc | 73 | $37.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 74 | $38.4K | 0.01% | +4+5.7% | Added |
| Farmers & Merchants Investments Inc | 75 | $38.9K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $38.9K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 78 | $40.4K | 0.00% | +78 | New |
| Piscataqua Savings Bank | 79 | $41.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 79 | $41.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 84 | $43.6K | 0.00% | 00.0% | Unchanged |
| Motco | 85 | $44.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 86 | $44.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 86 | $44.6K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 88 | $45.5K | 0.02% | +3+3.5% | Added |
| Tyler-Stone Wealth Management | 88 | $45.6K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 90 | $46.7K | 0.02% | −6−6.3% | Reduced |
| Silicon Valley Capital Partners | 90 | $46.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 99 | $51.3K | 0.00% | +70+241.4% | Added |
| Arcadia Investment Management Corp | 100 | $51.9K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 104 | $53.9K | 0.01% | −26−20.0% | Reduced |
| Orion Capital Management LLC | 105 | $54.4K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 105 | $54.4K | 0.01% | +105 | New |
| Tacita Capital Inc | 106 | $55.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 109 | $56.5K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 110 | $57.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 111 | $57.4K | 0.01% | +43+63.2% | Added |
| Core Alternative Capital | 115 | $59.6K | 0.01% | −31−21.2% | Reduced |
| Mascoma Wealth Management LLC | 115 | $59.6K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 118 | $61.2K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 119 | $61.7K | 0.00% | −153−56.3% | Reduced |
| Western Pacific Wealth Management, LP | 121 | $62.7K | 0.05% | +121 | New |
| Riverview Trust Co | 122 | $63.3K | 0.05% | +122 | New |
| Rise Advisors, LLC | 124 | $64.5K | 0.03% | +117+1,671.4% | Added |
| First United Bank Trust | 125 | $64.8K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 127 | $65.9K | 0.05% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 130 | $67.0K | 0.00% | +60+85.7% | Added |
| Key Financial Inc | 130 | $67.4K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 134 | $69.0K | 0.01% | +35+35.4% | Added |
| Cedar Wealth Management, LLC | 140 | $72.6K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 140 | $72.6K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 144 | $74.7K | 0.00% | −3−2.0% | Reduced |
| City State Bank | 145 | $75.0K | 0.03% | +23+18.9% | Added |
| Bullock Wealth Management Group | 146 | $75.1K | 0.05% | +146 | New |
| Coston, McIsaac & Partners | 150 | $77.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $77.8K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $77.8K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $77.8K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 150 | $77.8K | 0.03% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 151 | $78.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 159 | $82.0K | 0.02% | +20+14.4% | Added |
| ICA Group Wealth Management, LLC | 159 | $82.4K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 160 | $83.0K | 0.05% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 164 | $85.0K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 168 | $87.1K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 175 | $90.7K | 0.09% | +175 | New |
| Hanson & Doremus Investment Management | 176 | $91.0K | 0.02% | −19−9.7% | Reduced |
| First Command Advisory Services, Inc. | 180 | $93.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 194 | $100.7K | 0.06% | +17+9.6% | Added |
| Ancora Advisors, LLC | 199 | $103.2K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 200 | $103.7K | 0.05% | −35−14.9% | Reduced |
| Accent Capital Management, LLC | 200 | $103.7K | 0.09% | 00.0% | Unchanged |
| nVerses Capital, LLC | 200 | $103.7K | 0.25% | +200 | New |
| AlphaMark Advisors, LLC | 205 | $106.0K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 205 | $106.3K | 0.02% | −1,269−86.1% | Reduced |
| Vima LLC | 243 | $111.7K | 0.13% | +243 | New |
| Cubist Systematic Strategies, LLC | 221 | $114.6K | 0.00% | −10,076−97.9% | Reduced |
| USA Financial Portformulas Corp | 227 | $117.7K | 0.02% | +23+11.3% | Added |
| Raleigh Capital Management Inc. | 233 | $120.6K | 0.05% | +46+24.6% | Added |
| Investors Research Corp | 235 | $121.9K | 0.03% | −39−14.2% | Reduced |
| Zions Bancorporation, N.A. | 238 | $123.4K | 0.01% | −61−20.4% | Reduced |
| West Paces Advisors Inc. | 243 | $126.0K | 0.03% | −6−2.4% | Reduced |
| MCF Advisors LLC | 245 | $127.2K | 0.01% | +2+0.8% | Added |
| Capital Advisors, Ltd. LLC | 248 | $129.0K | 0.02% | +20+8.8% | Added |
| Monetary Management Group Inc | 250 | $129.6K | 0.04% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $130.0K | 0.06% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 257 | $133.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 266 | $137.9K | 0.11% | +4+1.5% | Added |
| Colonial Trust Advisors | 272 | $141.0K | 0.01% | −9−3.2% | Reduced |