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 |
|---|---|---|---|---|---|
| Arlington Trust Co LLC | 774 | $401.4K | 0.10% | −5−0.6% | Reduced |
| American Trust | 775 | $401.9K | 0.04% | +20+2.6% | Added |
| Regatta Capital Group, LLC | 775 | $401.9K | 0.09% | +39+5.3% | Added |
| Chicago Trust Co NA | 777 | $402.9K | 0.08% | +7+0.9% | Added |
| Fisher Asset Management, LLC | 777 | $403.0K | 0.00% | −122−13.6% | Reduced |
| Fort Point Capital Partners LLC | 783 | $406.0K | 0.06% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 784 | $406.5K | 0.01% | +313+66.5% | Added |
| Transcend Wealth Collective, LLC | 785 | $407.1K | 0.03% | −24−3.0% | Reduced |
| First County Bank | 787 | $408.1K | 0.20% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 789 | $409.1K | 0.06% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 790 | $409.6K | 0.32% | −34−4.1% | Reduced |
| Five Oceans Advisors | 793 | $411.2K | 0.21% | −3−0.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 796 | $412.8K | 0.03% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 786 | $414.2K | 0.09% | −43−5.2% | Reduced |
| Balyasny Asset Management LLC | 800 | $414.8K | 0.00% | −3,001−79.0% | Reduced |
| Meyer Handelman Co | 800 | $414.8K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 804 | $415.0K | 0.06% | +6+0.8% | Added |
| Abacus Planning Group, Inc. | 803 | $416.4K | 0.08% | +23+2.9% | Added |
| Thrive Wealth Management, LLC | 803 | $416.5K | 0.09% | +96+13.6% | Added |
| LongView Wealth Management | 806 | $418.0K | 0.17% | −15−1.8% | Reduced |
| Catalyst Financial Partners LLC | 822 | $418.4K | 0.11% | +92+12.6% | Added |
| Hamilton Capital, LLC | 809 | $419.5K | 0.03% | +55+7.3% | Added |
| Atlas Wealth LLC | 810 | $420.0K | 0.21% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 811 | $420.5K | 0.05% | −5−0.6% | Reduced |
| Financial Advisory Group | 812 | $421.0K | 0.07% | −1−0.1% | Reduced |
| Steward Partners Investment Solutions, LLC | 815 | $422.6K | 0.07% | +815 | New |
| Harbor Group, Inc. | 820 | $425.2K | 0.11% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 821 | $425.7K | 0.03% | +190+30.1% | Added |
| Legacy Capital Group California, Inc. | 822 | $426.2K | 0.16% | −10−1.2% | Reduced |
| Headlands Technologies LLC | 824 | $427.3K | 0.10% | +752+1,044.4% | Added |
| BayBridge Capital Group, LLC | 805 | $428.4K | 0.37% | +805 | New |
| GeoWealth Management, LLC | 828 | $429.4K | 0.02% | +736+800.0% | Added |
| Keynote Financial Services LLC | 829 | $429.9K | 0.36% | +829 | New |
| AXS Investments LLC | 832 | $431.4K | 0.10% | +108+14.9% | Added |
| Capital Investment Advisors, LLC | 834 | $432.2K | 0.01% | −53−6.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 836 | $433.5K | 0.11% | +14+1.7% | Added |
| Cozad Asset Management Inc | 844 | $437.9K | 0.05% | +91+12.1% | Added |
| Catalina Capital Group, LLC | 849 | $440.2K | 0.19% | +392+85.8% | Added |
| Verity Asset Management, Inc. | 851 | $441.3K | 0.25% | 00.0% | Unchanged |
| CWM Advisors, LLC | 852 | $441.8K | 0.05% | −92−9.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 855 | $443.4K | 0.11% | +83+10.8% | Added |
| Next Level Private LLC | 856 | $443.9K | 0.20% | +856 | New |
| Patton Albertson Miller Group, LLC | 860 | $445.9K | 0.07% | −25−2.8% | Reduced |
| Samalin Investment Counsel, LLC | 860 | $446.1K | 0.21% | −225−20.7% | Reduced |
| Allstate Corp | 864 | $448.0K | 0.03% | −9−1.0% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 865 | $448.5K | 0.58% | −140−13.9% | Reduced |
| Dover Advisors, LLC | 865 | $448.5K | 0.31% | +50+6.1% | Added |
| Keener Financial Planning LLC | 866 | $450.0K | 0.31% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 869 | $450.7K | 0.05% | +284+48.5% | Added |
| SageView Advisory Group, LLC | 871 | $451.8K | 0.03% | −545−38.5% | Reduced |
| First Horizon Advisors, Inc. | 873 | $452.8K | 0.01% | +38+4.6% | Added |
| Manchester Capital Management LLC | 875 | $453.7K | 0.06% | +44+5.3% | Added |
| Whalerock Point Partners, LLC | 877 | $454.8K | 0.12% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 882 | $457.1K | 0.13% | +35+4.1% | Added |
| Client 1st Advisory Group, LLC | 883 | $457.9K | 0.21% | +127+16.8% | Added |
| Blueshift Asset Management, LLC | 892 | $462.5K | 0.24% | −410−31.5% | Reduced |
| Hilltop Partners LLC | 896 | $464.6K | 0.17% | −4−0.4% | Reduced |
| BHK Investment Advisors, LLC | 898 | $465.7K | 0.18% | +350+63.9% | Added |
| St Germain D J Co Inc | 899 | $466.2K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 901 | $467.2K | 0.22% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 903 | $468.0K | 0.42% | −45−4.7% | Reduced |
| Zacks Investment Management | 903 | $468.1K | 0.00% | −39−4.1% | Reduced |
| Wealth Advisory Solutions, LLC | 908 | $470.8K | 0.12% | +158+21.1% | Added |
| Brown Brothers Harriman & Co | 912 | $472.9K | 0.00% | −147−13.9% | Reduced |
| Kapitalo Investimentos Ltda | 915 | $474.5K | 0.10% | −378−29.2% | Reduced |
| First Financial Bank - Trust Division | 915 | $474.5K | 0.05% | −2−0.2% | Reduced |
| Independence Bank of Kentucky | 923 | $478.6K | 0.14% | +297+47.4% | Added |
| Fullerton Fund Management Co Ltd. | 924 | $479.1K | 0.02% | +924 | New |
| Spire Wealth Management | 926 | $480.3K | 0.01% | −130−12.3% | Reduced |
| First Affirmative Financial Network | 927 | $480.4K | 0.35% | +28+3.1% | Added |
| Dakota Wealth Management | 930 | $482.2K | 0.01% | +306+49.0% | Added |
| Western Wealth Management, LLC | 934 | $484.1K | 0.04% | −1,927−67.4% | Reduced |
| Everett Harris & Co | 941 | $487.9K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 942 | $488.5K | 0.16% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 945 | $489.8K | 0.14% | +2+0.2% | Added |
| Thoroughbred Financial Services, LLC | 950 | $492.0K | 0.05% | −1,338−58.5% | Reduced |
| Spectrum Wealth Counsel, LLC | 953 | $494.2K | 0.06% | −20−2.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 954 | $494.7K | 0.14% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 955 | $495.3K | 0.02% | +387+68.1% | Added |
| Latitude Advisors, LLC | 957 | $496.0K | 0.31% | +32+3.5% | Added |
| NBC Securities, Inc. | 960 | $497.0K | 0.05% | +13+1.4% | Added |
| KFG Wealth Management, LLC | 962 | $498.8K | 0.20% | −40−4.0% | Reduced |
| Aspen Investment Management Inc | 962 | $499.0K | 0.25% | +27+2.9% | Added |
| Carr Financial Group Corp | 985 | $510.8K | 0.17% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 989 | $512.8K | 0.05% | −47−4.5% | Reduced |
| StoneX Group Inc. | 991 | $513.9K | 0.05% | +447+82.2% | Added |
| Fukoku Mutual Life Insurance Co | 998 | $517.5K | 0.04% | 00.0% | Unchanged |
| Avestar Capital, LLC | 998 | $517.5K | 0.06% | +221+28.4% | Added |
| Lantern Wealth Advisors, LLC | 1,000 | $518.5K | 0.36% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 1,001 | $518.8K | 0.04% | +1,001 | New |
| Bell Investment Advisors, Inc | 1,003 | $519.9K | 0.10% | +14+1.4% | Added |
| Waldron Private Wealth LLC | 1,003 | $520.1K | 0.02% | −37−3.6% | Reduced |
| Lee Financial Co | 1,003 | $520.1K | 0.09% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 1,006 | $521.7K | 0.49% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 1,009 | $523.2K | 0.07% | −111−9.9% | Reduced |
| EverSource Wealth Advisors, LLC | 993 | $525.0K | 0.04% | −131−11.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,168 | $526.5K | 0.37% | +1,168 | New |
| Hengehold Capital Management LLC | 1,018 | $528.1K | 0.06% | +1+0.1% | Added |
| Basepoint Wealth LLC | 1,020 | $528.9K | 0.40% | −4−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 1,023 | $530.5K | 0.03% | −149−12.7% | Reduced |