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 |
|---|---|---|---|---|---|
| Meridian Investment Counsel Inc. | 480 | $248.9K | 0.08% | −8−1.6% | Reduced |
| Harbour Capital Advisors, LLC | 500 | $249.6K | 0.06% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 484 | $251.0K | 0.02% | +8+1.7% | Added |
| Kovack Advisors, Inc. | 485 | $251.3K | 0.03% | +11+2.3% | Added |
| Orgel Wealth Management, LLC | 485 | $251.5K | 0.01% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 485 | $251.5K | 0.02% | +44+10.0% | Added |
| Hilltop Holdings Inc. | 486 | $252.0K | 0.03% | +1+0.2% | Added |
| Larson Financial Group LLC | 486 | $252.2K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 487 | $252.5K | 0.00% | +31+6.8% | Added |
| Peachtree Investment Partners, LLC | 488 | $253.1K | 0.10% | −704−59.1% | Reduced |
| Formidable Asset Management, LLC | 489 | $253.4K | 0.04% | +2+0.4% | Added |
| Spinnaker Trust | 490 | $254.1K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 493 | $255.6K | 0.01% | +2+0.4% | Added |
| Covestor Ltd | 493 | $256.0K | 0.16% | +61+14.1% | Added |
| Osborne Partners Capital Management, LLC | 497 | $257.7K | 0.02% | −80−13.9% | Reduced |
| Sivia Capital Partners, LLC | 499 | $258.8K | 0.18% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 500 | $259.3K | 0.22% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 500 | $259.3K | 0.06% | +43+9.4% | Added |
| Evoke Wealth, LLC | 500 | $259.3K | 0.01% | +500 | New |
| Flagship Harbor Advisors, LLC | 502 | $260.5K | 0.02% | +23+4.8% | Added |
| Vantage Consulting Group Inc | 505 | $261.9K | 0.17% | −17−3.3% | Reduced |
| Traveka Wealth, LLC | 505 | $261.9K | 0.12% | +32+6.8% | Added |
| Chicago Partners Investment Group LLC | 495 | $263.9K | 0.01% | +4+0.8% | Added |
| Edge Capital Group, LLC | 509 | $263.9K | 0.01% | −45−8.1% | Reduced |
| Strategic Blueprint, LLC | 510 | $264.4K | 0.02% | −91−15.1% | Reduced |
| Wealthspire Advisors, LLC | 510 | $264.5K | 0.00% | −219−30.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 512 | $265.5K | 0.00% | +12+2.4% | Added |
| Girard Partners Ltd. | 512 | $265.5K | 0.02% | +512 | New |
| Monument Capital Management | 513 | $266.0K | 0.08% | −129−20.1% | Reduced |
| North Star Investment Management Corp. | 514 | $266.5K | 0.02% | +3+0.6% | Added |
| Delap Wealth Advisory, LLC | 514 | $266.5K | 0.11% | +514 | New |
| AdvisorNet Financial, Inc | 518 | $268.6K | 0.03% | −14−2.6% | Reduced |
| Renaissance Group LLC | 519 | $269.1K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 520 | $269.6K | 0.08% | −63−10.8% | Reduced |
| Summit Place Financial Advisors, LLC | 525 | $272.2K | 0.16% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 528 | $273.8K | 0.05% | −4−0.8% | Reduced |
| Alerus Financial NA | 530 | $274.8K | 0.02% | −47−8.1% | Reduced |
| Cypress Capital Group | 531 | $275.3K | 0.03% | −1,565−74.7% | Reduced |
| JJJ Advisors Inc. | 534 | $276.9K | 0.06% | −2−0.4% | Reduced |
| Woodmont Investment Counsel LLC | 536 | $277.9K | 0.02% | +536 | New |
| Creative Financial Designs Inc | 538 | $279.0K | 0.03% | −53−9.0% | Reduced |
| Woodstock Corp | 541 | $280.5K | 0.03% | −82−13.2% | Reduced |
| Good Life Advisors, LLC | 541 | $280.5K | 0.02% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 541 | $280.6K | 0.01% | −3−0.6% | Reduced |
| Diligent Investors, LLC | 542 | $281.0K | 0.07% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 544 | $282.0K | 0.10% | +13+2.4% | Added |
| Apollon Financial, LLC | 545 | $282.6K | 0.10% | 00.0% | Unchanged |
| Main Street Group, LTD | 547 | $283.0K | 0.12% | +347+173.5% | Added |
| Pine Valley Investments Ltd Liability Co | 547 | $283.6K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 547 | $283.6K | 0.22% | +19+3.6% | Added |
| Atomi Financial Group, Inc. | 547 | $283.7K | 0.03% | −4−0.7% | Reduced |
| Centaurus Financial, Inc. | 550 | $285.0K | 0.02% | +259+89.0% | Added |
| Alpha Family Trust | 550 | $285.2K | 0.17% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 536 | $285.3K | 0.00% | +14+2.7% | Added |
| KLCM Advisors, Inc. | 551 | $285.9K | 0.04% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 555 | $287.8K | 0.03% | +35+6.7% | Added |
| AlTi Global, Inc. | 556 | $288.3K | 0.01% | +556 | New |
| LJI Wealth Management, LLC | 557 | $288.8K | 0.07% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 538 | $289.8K | 0.04% | −1,680−75.7% | Reduced |
| Family Wealth Group, LLC | 561 | $290.9K | 0.32% | +5+0.9% | Added |
| Charter Trust Co | 562 | $291.4K | 0.02% | −23−3.9% | Reduced |
| Aaron Wealth Advisors | 562 | $291.4K | 0.04% | +81+16.8% | Added |
| Catalytic Wealth RIA, LLC | 562 | $291.4K | 0.06% | +562 | New |
| Gerber Kawasaki Wealth & Investment Management | 564 | $292.8K | 0.02% | +2+0.4% | Added |
| Florida Financial Advisors, LLC | 566 | $293.3K | 0.22% | +566 | New |
| Caldwell Trust Co | 569 | $295.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 570 | $295.6K | 0.02% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 570 | $296.0K | 0.02% | −10−1.7% | Reduced |
| Crew Capital Management, Ltd. | 572 | $296.6K | 0.24% | +572 | New |
| OneAscent Wealth Management LLC | 575 | $298.0K | 0.11% | −5−0.9% | Reduced |
| Old Mission Investment Co LLC | 575 | $298.2K | 0.10% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 576 | $298.7K | 0.11% | +563+4,330.8% | Added |
| Quantum Financial Advisors, LLC | 577 | $299.1K | 0.06% | −2−0.3% | Reduced |
| CVA Family Office, LLC | 578 | $299.7K | 0.05% | +1+0.2% | Added |
| Prestige Wealth Management Group LLC | 583 | $302.3K | 0.07% | −35−5.7% | Reduced |
| Claro Advisors LLC | 584 | $303.0K | 0.05% | +112+23.7% | Added |
| Aviso Wealth Management | 590 | $306.0K | 0.19% | +55+10.3% | Added |
| Cypress Wealth Services, LLC | 592 | $307.1K | 0.07% | +22+3.9% | Added |
| First National Bank | 593 | $307.5K | 0.23% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $311.1K | 0.15% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 600 | $311.1K | 0.05% | +100+20.0% | Added |
| Intelligence Driven Advisers, LLC | 600 | $311.1K | 0.05% | +600 | New |
| Childress Capital Advisors, LLC | 600 | $311.1K | 0.09% | −34−5.4% | Reduced |
| Onefund, LLC | 605 | $312.2K | 0.37% | −16−2.6% | Reduced |
| International Assets Investment Management, LLC | 607 | $313.0K | 0.03% | +65+12.0% | Added |
| Waterloo Capital, L.P. | 604 | $313.2K | 0.04% | +144+31.3% | Added |
| King Luther Capital Management Corp | 606 | $314.2K | 0.00% | −65−9.7% | Reduced |
| Fiduciary Alliance LLC | 611 | $315.3K | 0.06% | +21+3.6% | Added |
| Quotient Wealth Partners, LLC | 611 | $316.8K | 0.01% | +74+13.8% | Added |
| Kellett Schaffner Wealth Advisors LLC | 613 | $317.9K | 0.22% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 614 | $318.4K | 0.05% | −162−20.9% | Reduced |
| DT Investment Partners, LLC | 614 | $318.4K | 0.03% | 00.0% | Unchanged |
| Weil Company, Inc. | 614 | $318.4K | 0.13% | +34+5.9% | Added |
| InterOcean Capital Group, LLC | 616 | $319.4K | 0.01% | +3+0.5% | Added |
| SkyOak Wealth, LLC | 616 | $319.4K | 0.08% | +616 | New |
| FDx Advisors, Inc. | 618 | $320.0K | 0.05% | −1,764−74.1% | Reduced |
| Cynosure Management, LLC | 621 | $322.0K | 0.06% | +621 | New |
| Reston Wealth Management LLC | 621 | $322.2K | 0.13% | +1+0.2% | Added |
| Petrus Trust Company, LTA | 622 | $322.5K | 0.03% | −907−59.3% | Reduced |
| Lindbrook Capital, LLC | 622 | $322.5K | 0.03% | +27+4.5% | Added |