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 | 1,703 | $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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 624 | $323.4K | 0.02% | +75+13.7% | Added |
| Washington Capital Management Inc | 625 | $324.1K | 0.26% | 00.0% | Unchanged |
| Addison Advisors LLC | 625 | $324.1K | 0.11% | +9+1.5% | Added |
| HM Payson & Co | 625 | $324.1K | 0.01% | +17+2.8% | Added |
| Addison Capital Co | 628 | $325.4K | 0.16% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 628 | $325.8K | 0.03% | −22−3.4% | Reduced |
| Bradley Foster & Sargent Inc | 632 | $327.7K | 0.01% | 00.0% | Unchanged |
| Cipher Capital LP | 635 | $329.3K | 0.15% | −3,581−84.9% | Reduced |
| SpiderRock Advisors, LLC | 645 | $329.8K | 0.01% | +645 | New |
| Trail Ridge Investment Advisors, LLC | 636 | $329.8K | 0.19% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 639 | $331.4K | 0.19% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 640 | $331.9K | 0.20% | −125−16.3% | Reduced |
| Family Firm, Inc. | 641 | $332.6K | 0.08% | +1+0.2% | Added |
| Personal Cfo Solutions, LLC | 644 | $334.2K | 0.05% | +167+35.0% | Added |
| Gitterman Wealth Management, LLC | 648 | $336.2K | 0.13% | +648 | New |
| Summit Financial Group Inc | 649 | $336.5K | 0.12% | 00.0% | Unchanged |
| ASB Consultores, LLC | 649 | $336.5K | 0.09% | +649 | New |
| Diversify Advisory Services, LLC | 653 | $337.0K | 0.02% | +653 | New |
| Marotta Asset Management | 650 | $337.1K | 0.07% | −6−0.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 650 | $337.1K | 0.23% | 00.0% | Unchanged |
| Fluent Financial, LLC | 651 | $337.6K | 0.19% | +28+4.5% | Added |
| Indiana Trust & Investment Management CO | 652 | $338.1K | 0.14% | +33+5.3% | Added |
| Stratos Wealth Advisors, LLC | 653 | $338.8K | 0.02% | −12−1.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 657 | $340.7K | 0.15% | +6+0.9% | Added |
| Proficio Capital Partners LLC | 659 | $341.5K | 0.04% | +29+4.6% | Added |
| Rothschild Investment LLC | 663 | $343.8K | 0.02% | +27+4.2% | Added |
| FourThought Financial Partners, LLC | 664 | $344.3K | 0.04% | +99+17.5% | Added |
| Buckingham Strategic Partners | 664 | $344.8K | 0.01% | +664 | New |
| Financial Enhancement Group LLC | 695 | $345.8K | 0.06% | +2+0.3% | Added |
| Court Place Advisors, LLC | 667 | $345.9K | 0.11% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 669 | $346.9K | 0.19% | −2,383−78.1% | Reduced |
| OneAscent Financial Services LLC | 672 | $348.0K | 0.04% | −259−27.8% | Reduced |
| Laidlaw Wealth Management LLC | 672 | $348.5K | 0.19% | −381−36.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 679 | $352.1K | 0.04% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 682 | $353.4K | 0.53% | +1+0.1% | Added |
| Goelzer Investment Management, Inc. | 682 | $353.6K | 0.02% | +55+8.8% | Added |
| Roberts Glore & Co Inc | 683 | $354.2K | 0.11% | +144+26.7% | Added |
| Alaska Permanent Fund Corp | 683 | $354.2K | 0.01% | +618+950.8% | Added |
| Angeles Wealth Management, LLC | 684 | $354.7K | 0.04% | +684 | New |
| AA Financial Advisors, LLC | 685 | $355.2K | 0.14% | +685 | New |
| Arkadios Wealth Advisors | 687 | $356.1K | 0.03% | +10+1.5% | Added |
| Grove Bank & Trust | 687 | $356.2K | 0.06% | 00.0% | Unchanged |
| First Bank & Trust | 688 | $356.8K | 0.07% | +38+5.8% | Added |
| SJS Investment Consulting Inc. | 691 | $358.3K | 0.07% | −1−0.1% | Reduced |
| First Financial Corp | 694 | $359.9K | 0.18% | +574+478.3% | Added |
| Sierra Capital LLC | 695 | $360.0K | 0.05% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 695 | $360.4K | 0.02% | −587−45.8% | Reduced |
| Adams Wealth Management | 695 | $360.4K | 0.09% | 00.0% | Unchanged |
| RVW Wealth, LLC | 696 | $360.9K | 0.04% | +696 | New |
| Van Hulzen Asset Management, LLC | 696 | $361.0K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 698 | $361.9K | 0.03% | +13+1.9% | Added |
| Atlas Private Wealth Advisors | 700 | $362.9K | 0.12% | −696−49.9% | Reduced |
| Sandler Capital Management | 700 | $363.0K | 0.04% | 00.0% | Unchanged |
| Owen LaRue, LLC | 700 | $363.0K | 0.23% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 700 | $363.0K | 0.04% | +60+9.4% | Added |
| Choate Investment Advisors | 701 | $363.5K | 0.01% | −8−1.1% | Reduced |
| Avantax Planning Partners, Inc. | 701 | $363.5K | 0.01% | +8+1.2% | Added |
| Venture Visionary Partners LLC | 701 | $363.6K | 0.02% | −24−3.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 702 | $364.0K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 707 | $366.6K | 0.02% | −60−7.8% | Reduced |
| Bigelow Investment Advisors, LLC | 707 | $366.6K | 0.18% | +276+64.0% | Added |
| Convergence Investment Partners, LLC | 708 | $367.0K | 0.14% | −3−0.4% | Reduced |
| Insight Folios Inc | 708 | $367.1K | 0.15% | +85+13.6% | Added |
| Kolinsky Wealth Management, LLC | 711 | $368.7K | 0.28% | +17+2.4% | Added |
| WMS Partners, LLC | 711 | $368.9K | 0.03% | +31+4.6% | Added |
| E Fund Management Co., Ltd. | 713 | $369.7K | 0.02% | +93+15.0% | Added |
| LVW Advisors, LLC | 714 | $370.2K | 0.06% | +181+34.0% | Added |
| HBK Sorce Advisory LLC | 716 | $371.3K | 0.01% | −55−7.1% | Reduced |
| Summit X, LLC | 715 | $371.4K | 0.10% | +43+6.4% | Added |
| Lakeridge Wealth Management LLC | 717 | $371.7K | 0.24% | +2+0.3% | Added |
| Milestone Asset Management, LLC | 718 | $372.4K | 0.11% | +215+42.7% | Added |
| Virtue Capital Management, LLC | 747 | $373.0K | 0.07% | +79+11.8% | Added |
| Carson Advisory Inc. | 723 | $374.9K | 0.26% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 726 | $376.7K | 0.15% | +726 | New |
| Ellevest, Inc. | 727 | $377.0K | 0.02% | −446−38.0% | Reduced |
| City Holding Co | 729 | $378.0K | 0.06% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 729 | $378.0K | 0.24% | −16−2.1% | Reduced |
| East Coast Asset Management, LLC. | 730 | $378.5K | 0.14% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 737 | $382.2K | 0.24% | +32+4.5% | Added |
| Evercore Wealth Management, LLC | 739 | $383.2K | 0.01% | −14−1.9% | Reduced |
| Montag A & Associates Inc | 745 | $386.1K | 0.02% | −20−2.6% | Reduced |
| Patron Partners Advisors, LLC | 747 | $387.4K | 0.24% | +56+8.1% | Added |
| Mosley Wealth Management | 751 | $389.4K | 0.37% | −27−3.5% | Reduced |
| Atlantic Trust, LLC | 754 | $391.0K | 0.10% | −4−0.5% | Reduced |
| Horizon Bancorp Inc | 754 | $391.0K | 0.19% | −32−4.1% | Reduced |
| First National Trust Co | 755 | $391.5K | 0.02% | +28+3.9% | Added |
| Lountzis Asset Management, LLC | 755 | $391.5K | 0.19% | 00.0% | Unchanged |
| IFP Advisors, Inc | 756 | $391.9K | 0.02% | −5−0.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 787 | $393.3K | 0.15% | −37−4.5% | Reduced |
| Capital Management Corp | 760 | $394.1K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 762 | $395.2K | 0.03% | −334−30.5% | Reduced |
| Nebula Research & Development LLC | 763 | $395.6K | 0.09% | +763 | New |
| MBM Wealth Consultants, LLC | 763 | $395.6K | 0.14% | +39+5.4% | Added |
| Schnieders Capital Management LLC | 765 | $396.7K | 0.08% | 00.0% | Unchanged |
| Ignite Planners, LLC | 772 | $398.4K | 0.11% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 769 | $398.8K | 0.05% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 769 | $399.0K | 0.06% | −555−41.9% | Reduced |
| PFG Investments, LLC | 770 | $399.1K | 0.02% | +770 | New |
| Geller Advisors LLC | 770 | $399.3K | 0.03% | +14+1.9% | Added |
| Pettinga Financial Advisors, LLC | 772 | $400.2K | 0.10% | +1+0.1% | Added |