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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 279 | $144.7K | 0.01% | −9−3.1% | Reduced |
| Mechanics Financial Corp | 300 | $155.6K | 0.08% | −6−2.0% | Reduced |
| Mather Group, LLC. | 334 | $157.5K | 0.00% | +334 | New |
| Washington Trust Advisors, Inc. | 313 | $162.3K | 0.01% | +6+2.0% | Added |
| American National Bank | 317 | $164.4K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 317 | $164.4K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 323 | $167.7K | 0.03% | +46+16.6% | Added |
| Private Ocean, LLC | 326 | $169.2K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 320 | $174.0K | 0.05% | −188−37.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 336 | $174.5K | 0.06% | +129+62.3% | Added |
| Paloma Partners Management Co | 347 | $179.9K | 0.03% | −1,645−82.6% | Reduced |
| Atticus Wealth Management, LLC | 349 | $181.0K | 0.06% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 350 | $182.0K | 0.11% | −10−2.8% | Reduced |
| MV Capital Management, Inc. | 368 | $190.8K | 0.02% | −1−0.3% | Reduced |
| Delta Asset Management LLC | 370 | $191.9K | 0.02% | −2−0.5% | Reduced |
| Harvest Fund Management Co., Ltd | 371 | $192.0K | 0.02% | +162+77.5% | Added |
| Jones Financial Companies LLLP | 374 | $193.8K | 0.00% | +154+70.0% | Added |
| Center for Financial Planning, Inc. | 375 | $194.5K | 0.03% | +26+7.4% | Added |
| Hartford Financial Management Inc. | 380 | $197.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Virginia | 386 | $200.2K | 0.02% | −43−10.0% | Reduced |
| Capital Wealth Planning, LLC | 386 | $200.2K | 0.00% | +386 | New |
| Smithfield Trust Co | 383 | $201.0K | 0.01% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 389 | $201.7K | 0.00% | +389 | New |
| Bouchey Financial Group Ltd | 391 | $202.8K | 0.02% | +391 | New |
| Advus Financial Partners, LLC | 392 | $203.3K | 0.06% | +392 | New |
| Vicus Capital | 393 | $203.7K | 0.02% | +393 | New |
| McKinley Carter Wealth Services, Inc. | 393 | $203.8K | 0.01% | +393 | New |
| Steel Peak Wealth Management LLC | 394 | $204.3K | 0.01% | +394 | New |
| Bay Rivers Group | 395 | $204.8K | 0.11% | +395 | New |
| Prairie Wealth Advisors, Inc. | 395 | $204.8K | 0.10% | +395 | New |
| Security Financial Services, INC. | 397 | $205.9K | 0.05% | +397 | New |
| Bahl & Gaynor Inc | 399 | $206.9K | 0.00% | +399 | New |
| Cohen & Steers, Inc. | 399 | $207.0K | 0.00% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 400 | $207.0K | 0.03% | +400 | New |
| Campbell Wealth Management | 400 | $207.0K | 0.02% | +400 | New |
| Avalon Trust Co | 400 | $207.4K | 0.02% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 401 | $207.9K | 0.06% | +401 | New |
| Equitable Trust Co | 403 | $209.0K | 0.01% | +403 | New |
| AIMZ Investment Advisors, LLC | 404 | $209.5K | 0.08% | −45−10.0% | Reduced |
| Ariston Services Group | 406 | $210.5K | 0.20% | −165−28.9% | Reduced |
| Atlas Brown,Inc. | 407 | $211.0K | 0.08% | +407 | New |
| Legacy Edge Advisors, LLC | 408 | $211.6K | 0.04% | +408 | New |
| Cottonwood Capital Advisors, LLC | 424 | $212.0K | 0.17% | +424 | New |
| NDVR, Inc. | 409 | $212.1K | 0.20% | +409 | New |
| Fosun International Ltd | 410 | $212.6K | 0.07% | −410−50.0% | Reduced |
| Old Port Advisors | 410 | $212.6K | 0.07% | +410 | New |
| Essex Savings Bank | 454 | $214.1K | 0.06% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 413 | $214.2K | 0.10% | +413 | New |
| Financial Engines Advisors L.L.C. | 414 | $214.4K | 0.00% | +414 | New |
| Prairiewood Capital, LLC | 415 | $215.2K | 0.10% | +415 | New |
| Grimes & Company, Inc. | 416 | $215.5K | 0.01% | +416 | New |
| Truvestments Capital LLC | 417 | $216.1K | 0.08% | −121−22.5% | Reduced |
| Commonwealth Retirement Investments LLC | 417 | $216.2K | 0.10% | +417 | New |
| Royal Capital Wealth Management, LLC | 418 | $216.9K | 0.17% | +418 | New |
| Carret Asset Management, LLC | 420 | $217.8K | 0.03% | −50−10.6% | Reduced |
| Main Street Financial Solutions, LLC | 423 | $219.5K | 0.02% | +423 | New |
| Park National Corp | 425 | $220.4K | 0.01% | 00.0% | Unchanged |
| Rede Wealth, LLC | 426 | $220.9K | 0.09% | +426 | New |
| Fountainhead AM, LLC | 427 | $221.4K | 0.05% | +1+0.2% | Added |
| Archer Investment Corp | 428 | $221.8K | 0.07% | 00.0% | Unchanged |
| Mirova | 429 | $222.5K | 0.04% | 00.0% | Unchanged |
| E&G Advisors, LP | 430 | $223.0K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 431 | $223.5K | 0.11% | +14+3.4% | Added |
| Welch & Forbes LLC | 431 | $223.5K | 0.00% | +431 | New |
| Wintrust Investments LLC | 434 | $225.0K | 0.02% | −70−13.9% | Reduced |
| BCJ Capital Management, LLC | 434 | $225.0K | 0.02% | −260−37.5% | Reduced |
| Forum Private Client Group LLC | 434 | $225.0K | 0.11% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 435 | $225.6K | 0.13% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 479 | $225.9K | 0.21% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 438 | $227.1K | 0.02% | +438 | New |
| Norden Group LLC | 438 | $227.2K | 0.05% | +438 | New |
| Fairhaven Wealth Management, LLC | 440 | $228.2K | 0.08% | −2−0.5% | Reduced |
| Smith Anglin Financial, LLC | 440 | $228.3K | 0.02% | 00.0% | Unchanged |
| Canopy Partners, LLC | 441 | $228.7K | 0.11% | −4−0.9% | Reduced |
| Marks Group Wealth Management, Inc | 442 | $229.2K | 0.02% | −19−4.1% | Reduced |
| Gemmer Asset Management LLC | 442 | $229.2K | 0.03% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 442 | $229.2K | 0.08% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 445 | $230.0K | 0.20% | 00.0% | Unchanged |
| QVR LLC | 444 | $230.2K | 0.04% | +444 | New |
| Hutchens & Kramer Investment Management Group, LLC | 449 | $231.7K | 0.14% | +449 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 450 | $233.3K | 0.16% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 450 | $233.3K | 0.13% | +450 | New |
| Accretive Wealth Partners, LLC | 444 | $234.0K | 0.10% | 00.0% | Unchanged |
| Trust Investment Advisors | 452 | $234.4K | 0.17% | 00.0% | Unchanged |
| Rockland Trust Co | 455 | $235.9K | 0.01% | −46−9.2% | Reduced |
| Parkside Financial Bank & Trust | 456 | $236.5K | 0.04% | +88+23.9% | Added |
| Invesco, LLC | 459 | $238.0K | 0.10% | 00.0% | Unchanged |
| Nwam LLC | 446 | $238.3K | 0.02% | −4−0.9% | Reduced |
| Park Place Capital Corp | 462 | $239.6K | 0.09% | +438+1,825.0% | Added |
| Boston Financial Mangement LLC | 463 | $240.1K | 0.01% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 465 | $241.1K | 0.04% | +23+5.2% | Added |
| Mill Creek Capital Advisors, LLC | 466 | $241.6K | 0.01% | −22−4.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 463 | $243.2K | 0.14% | 00.0% | Unchanged |
| Callan Capital, LLC | 469 | $243.2K | 0.02% | +469 | New |
| Colonial River Wealth Management, LLC | 470 | $243.7K | 0.14% | −316−40.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 472 | $244.8K | 0.04% | −1−0.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 473 | $245.1K | 0.06% | +1+0.2% | Added |
| Sage Rhino Capital LLC | 474 | $245.8K | 0.06% | +21+4.6% | Added |
| Mesirow Financial Investment Management, Inc. | 476 | $246.7K | 0.01% | +33+7.4% | Added |
| TCI Wealth Advisors, Inc. | 478 | $247.9K | 0.02% | +5+1.1% | Added |